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Deep Values: Value Investing Deep Dives · Friday · 22 min

15% Debt Yields Are Breaking the AI Data Center Math

Steve Eisman's market wrap, read through a Graham-Buffett lens: why CoreWeave's jump to 15% debt yields, Meta's $825B of commitments and SpaceX's $29.6B quarterly capex mean tech is no longer capital-light. With rates stuck high, the fixed-income math now decides which moats survive, from AI data centers to telecom and housing. Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate. • Deep Value Intelligence (multi-agent AI analyst): https://deepvalues.ai • DeepValues for iOS (intrinsic value of any stock): https://apps.apple.com/us/app/deepvalues/id6775568608 • Buffett Indicator for iOS (is the market overheated?): https://apps.apple.com/us/app/buffett-indicator/id6747404614 • Bubble Watch for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett Podcast & channel • Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9 • Apple Podcasts: https://podcasts.apple.com/us/podcast/id1811057697 • YouTube: https://youtube.com/@TheDeepValues Disclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence. #valueinvesting #stockmarket #WarrenBuffett #investing #DeepValues

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Steve Eisman's market wrap, read through a Graham-Buffett lens: why CoreWeave's jump to 15% debt yields, Meta's $825B of commitments and SpaceX's $29.6B quarterly capex mean tech is no longer capital-light. With rates stuck high, the fixed-income math now decides which moats survive, from AI data centers to telecom and housing.


Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital.


Don't guess. Calculate.

• Deep Value Intelligence (multi-agent AI analyst): https://deepvalues.ai

• DeepValues for iOS (intrinsic value of any stock): https://apps.apple.com/us/app/deepvalues/id6775568608

• Buffett Indicator for iOS (is the market overheated?): https://apps.apple.com/us/app/buffett-indicator/id6747404614

• Bubble Watch for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett


Podcast & channel

• Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9

• Apple Podcasts: https://podcasts.apple.com/us/podcast/id1811057697

• YouTube: https://youtube.com/@TheDeepValues


Disclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.


#valueinvesting #stockmarket #WarrenBuffett #investing #DeepValues

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