The Kill List
Claims that went viral on real X, checked against primary sources. We publish the verdict and the receipt - whether it helps the narrative or not.
TICKER · KILL LISTclaim #041
The claim, as circulated
"WUS makes ~45% of NVIDIA's switch PCBs"
KILLEDnot in the company's own listing documents
The number circulating isn't in the company's own listing documents. Verified figures: 10.3% of datacenter PCBs, 12.5% of switch/router — a strong #1, not a near-monopoly.
receipts: listing docs / PCB mix
related@NVDA
TICKER · KILL LISTclaim #038
The claim, as circulated
"CoreWeave's colocation business is really just one customer"
SURVIVEDtheir own 10-K says so
Confirmed by their own filing: 100% of colocation revenue is attributable to a single customer, financed by a $3.3B project bond at 7.75%.
receipts: CRWV 10-K / customer concentration
related@CRWV@CORZ
TICKER · KILL LISTclaim #033
The claim, as circulated
"There's a 3-year wait for the transformers every datacenter needs"
PARTLY TRUEthe wait is real; the panic is editorial
Lead times of 128–144 weeks (~2.5–3 years) are confirmed. The wait is real. The conclusion that nobody should build is a narrative, not a filing.
receipts: lead-time tracker
related@transformer-supply
TICKER · KILL LISTclaim #029
The claim, as circulated
"CORZ colocation revenue now beats its bitcoin mining"
SURVIVEDfirst quarter it did
The 10-Q confirms it: colocation revenue $77.5M — the first quarter it beat the company's own bitcoin mining.
receipts: CORZ 10-Q / financials
related@CORZ