Kyla Scanlon
Region: US
Friday 16 October 2026 19:44:20 GMT
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miomaster :
Eh Ay 🥰
2026-10-17 01:25:46
4
Gimlisbeardwax :
Yea but FLYING CARS! lol
2026-10-16 20:05:35
131
Joey Contino :
Great. And I just wanted to be able to afford anything lol
2026-10-16 20:27:10
51
rainsinspain :
The music hasn't stopped yet but it's surely slowing down
2026-10-16 21:25:24
12
Of the people, by the people :
Just like everything Trump runs we’re going bankrupt!
2026-10-16 21:33:28
14
Fat chihuahua :
Money hasn’t been cheap for last 3 years. They are going down bc of bank of Nvidia won’t lend them anymore
2026-10-16 20:11:55
7
sam :
so its starting to happen 😮💨
2026-10-16 20:16:18
13
bubble5ss :
Why don’t ppl listen
2026-10-17 03:38:35
2
Dagwood’s Dad :
Yup. It smells a lot like the speculative telecom fiber bubble in the 2000s where they wound up massively overbuilt and then busted. See also railroad expansion in the 1800s. I think it’s significant that it seems to be mostly land developers speculatively overbuilding data centers rather than cloud or AI consumers demanding it.
2026-10-16 20:13:16
10
Doug :
the market top was the name change from ai to si
2026-10-16 20:53:19
6
Edw_1980 :
I’ve always felt iffy about AI stocks and didn’t even consider buying. Sooner or later the bubble will burst
2026-10-16 20:46:32
7
whywhatthewhat :
money was cheap and is not cheap now 😭
2026-10-17 18:28:26
1
Panda :
I mean this in the nicest way, but you sound like a Rugrat and I love it
2026-10-16 23:26:22
9
its_jolotime :
Has there been a point in time where so much capital/growth has been focused on one sector compared to all other sectors? What happens to the global capital inflows to US based Al trades if another country catches up?
2026-10-16 20:32:56
6
Katinka :
girrrrrl 2 months ago I sensed this... I felt something brewing and I moved my tech-heavy, 30%-rate-of-return 401k investments away from tech almost completely. might have been a very, very wise choice.
2026-10-17 01:56:59
3
Chad Grimley, CFA | Finance :
CoreWeave has 104 billion in revenue backlog but they need time and money to be able to recognize this. I just did a video on this breaking this down for anyone interested.
2026-10-18 12:33:59
0
SlainByTheBelle :
When some genius figures out how to do the same amt of compute with 10% of the power and 10% of the chips, what’s gonna happen then?
2026-10-17 00:46:36
3
JL :
you have phenomenal sense for picking intuitive metaphors for analogies
2026-10-18 07:15:03
0
JakubuPrime :
the amount of times I've read "this time it's different!". Yeah bro, it's not.
2026-10-17 05:29:10
1
user8630893100831 :
Hind sight is 20/20... for casting might be a little more helpful
2026-10-16 23:41:12
3
uuu :
I think you are my favorite creator. I love the details and references.
2026-10-16 19:55:01
3
Apple User445385 :
me when im a genius brunette bostonian with a thick accent
2026-10-17 07:02:43
2
Chris253649 :
This is how I find out that the 10 year treasury yield has slid a quarter point in a week 😳
2026-10-16 22:40:12
3
Nefynhop :
The best thing to happen is for a healthy stock market correction, which will lower the 10yr yield, and fed stays or lowers rates of unemployment goes up.
2026-10-17 16:39:41
0
bwoodredstone :
A couple thoughts……Coreweave is probably going to be a great success. What do you mean who is going to flip the bill? Its either they Refi or paydown or default. Coreweave probably has many many MWs of active MRR right now. It’s risky but it’s still very profitable and has tenants that are most likely very credit worthy (hyperscalers you mentioned) or atleast diverse ai startups they charge at a premium. Guess who the most nervous people on earth are. Bankers. Not many else. The fact that bankers are lending to everyone is the problem, they are regretting how much paper they hold that is circular that they don’t even know about. They already hold Tenant B debt. They hear a great deal for a DC has the perfect a Tenant A. But Tenant A is subleasing to Tenant B. That’s something that needs to change. But this negative sentiment which is everywhere makes for a great time to invest honestly. Coreweave went public early 2025. Are they up or down? And how much?
2026-10-16 21:22:26
2
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