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Who pays when the AI debt bubble pops? #stocks #economy
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0:00Treasury· ticker
Treasury debt AI 2027 29% of new notes
- AI debt through 2027 equals 29% of treasury new notes
- Macro unsustainable to keep borrowing for AI
- Government intervention hard politically
- Corporate bailout without populist reason
0:01hyperscalers· ticker
Hyperscalers credit default swaps broken
- Credit default swaps broken at hyperscalers
- Risk off from international exposure
- Moment started this risk off
- Paired with deleveraging in vault compression
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