@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.
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
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user2670213058317 :
Keep up with the doom and gloom. It’s getting great clicks and views.
2026-09-01 21:32:57
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aidhi🌙 :
is it the same to just look at HYG/TLT?
2026-09-01 10:38:49
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andre.weca :
Drama divided by less drama = we will print more money
2026-09-01 11:15:16
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Alex :
God I love these educational videos so much. Really appreciate.
2026-09-01 08:49:51
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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
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Mr G :
You are right. The next AI bottleneck is financing.
What do you guys think of the increasing cost of capital?
2026-09-01 03:20:06
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Evan Schultz :
The first sign that your shirt has given up will come from the top button
2026-09-01 03:15:33
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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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