@charliebilello
Every equity bubble inevitably becomes a credit bubble before it bursts... https://t.co/qkwJgOO9Tc
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Every equity bubble inevitably becomes a credit bubble before it bursts... https://t.co/qkwJgOO9Tc
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"text": "AI hyperscalers (Google, Amazon, Meta, Microsoft, and Oracle) have issued 47% more debt in the first 5 months of this year ($159 billion) than all of last year ($108 billion). Their YTD debt issuance exceeds the combined issuance from 2020-2024.\n\n$GOOGL $AMZN $META $MSFT $ORCL https://t.co/mZimHm6VlN",
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