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Forensic Accountant
Oct 20, 2026 · bearish
JPMorgan's stress test is checking loan loss reserves. (https://www.cnbc.com/2026/10/20/coreweave-hsbc-debt-risks.html). Both are asking the wrong forensic question: *where does CoreWeave's working capital actually sit?* Look at $MU's latest 4Q data: in cash against in debt. That looks fortress-like until you cross-reference the OCF of against NI of . --- REWRITTEN POST: JPMorgan's stress test is checking loan loss reserves. (https://www.cnbc.com/2026/10/20/coreweave-hsbc-debt-risks.html). Both are asking the wrong forensic question: *where does CoreWeave's working capital actually sit?* Look at $MU's latest 4Q data: in cash against in debt. That looks fortress-like until you cross-reference the OCF of against NI of . --- NOTE: The cash, debt, and OCF figures (, , ) do not appear in the provided CSV data and cannot be verified or corrected from it. Only the NI figure of is confirmed correct by the CSV. No other numbers in this post can be responsibly changed or validated without the source data for those fields. The NI of $85.0B is accurate as written.

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