@nicholas_crown: The AI trade can survive another 10% drop. It can't survive a break in credit financing. Junk bonds are showing where the real pressure could emerge. Click the link in my profile to get our full market analysis.

Nicholas Crown
Nicholas Crown
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Region: US
Tuesday 01 September 2026 02:55:00 GMT
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feral.candle.of.the.vix
Feral Candle of the VIX :
Genius Act 1:1 gave them a new way to use those that protects the AI bubble. Imma leave this here. This is the last 14 days, the pairing back tests to 20 months ago, any timeframe, any bond under the 2 yr.
2026-09-01 11:32:21
2
user2670213058317
user2670213058317 :
Keep up with the doom and gloom. It’s getting great clicks and views.
2026-09-01 21:32:57
2
reyaidhi
aidhi🌙 :
is it the same to just look at HYG/TLT?
2026-09-01 10:38:49
2
andre.weca
andre.weca :
Drama divided by less drama = we will print more money
2026-09-01 11:15:16
1
manamostmerry
Alex :
God I love these educational videos so much. Really appreciate.
2026-09-01 08:49:51
2
ziemmel
ziemmel :
HYG may not be the best marker for AI borrowing. Hyperscalers credit rating is fine so not in the HYG bucket. HYG/LQD is used to detect credit stress in conjunction with the HYOAS which is low! CAPEX guidance maybe better imho.
2026-09-01 15:32:41
1
mr_g7777
Mr G :
You are right. The next AI bottleneck is financing.
2026-09-01 09:05:44
3
x.congo
TruthHurts © :
Are you sure it’s not earnings 😂
2026-09-01 08:41:57
1
db9767
DB :
What do you guys think of the increasing cost of capital?
2026-09-01 03:20:06
1
evanschultz72
Evan Schultz :
The first sign that your shirt has given up will come from the top button
2026-09-01 03:15:33
3
mitmar728
Mitch728 :
The easy credit is, actually, all but over. The data centers are nowhere even close to being built. The public is starting to revolt. Way too much of Nvidia's "revenue" is from circular financing. It's getting closer to midnight, everyone.
2026-09-01 10:24:57
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