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AI giants are taking on $300–400 billion in debt to fuel the arms race. Google, Amazon, and Meta are all in it, and the bond market will ultimately have to absorb all that debt. When the bubble bursts, the bond market will blow up first—not the stock market. Think about that. If you’re watching this, pay attention.

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DeFiFarmerBTC
39 minutes ago
The first believers make money off the later believers, and the last believer is left holding the bag
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FaithLeverage
an hour ago
The seesaw between tech stocks and the bond market is likely to swing wildly this year
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DrawdownHunter
an hour ago
Just thinking about how depreciation is calculated for all those TPU clusters Google has gives me a headache
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CandleDiviner
an hour ago
How much longer can Amazon AWS's cash flow sustain this kind of cash burn?
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DigitalNoah
an hour ago
The idea that the bond market blows up first is pretty interesting; AI infrastructure debt really is hidden off-balance-sheet
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SpreadCatcher
an hour ago
Follow +1, waiting for credit spreads to widen
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TakeProfit
an hour ago
Three to four hundred billion sounds scary, but it's still a drop in the bucket compared with total U.S. Treasury debt
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FrontBackDoor
an hour ago
So, is now the time to short U.S. Treasury volatility?
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BackupOCD
an hour ago
Meta’s $65 billion capex plan—it's a miracle its bond rating wasn't downgraded.
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KDJDaytrader
an hour ago
The phrase “arms race” is spot-on; nobody wins in the end
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