Cape Fear Advisors
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Cape Fear Advisors
Original analysis on growth strategy, capital markets, and the structural questions that matter most to CEOs, boards, and investors. From Greg Collins — forty years of operating experience, M&A advisory, and independent research.
23 posts · theirs
Lately
NVIDIA, What Comes Back
CoreWeave, the Key, the Lock and the Clock
NVIDIA, the Key and the Claim
Circular Financing, in Chips, Land, Power and Demand
CoreWeave: Searching for the Next Participant
CoreWeave, the DDTL 5.5 Participant Ledger
CoreWeave: The Sum of the Participants
CoreWeave, Adding It Up: One Filing, Two Announcements
NVIDIA, the Forge House
OpenAI: The Quality of Cash Ledger
SpaceX, Adding It Up: The $̶2̶3̶5̶ $400 Billion Cash Gap
CoreWeave: What Has to Happen Next
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