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Wulfy—Speaker to the machines10h ago

How the #AIBubble may be like the 2008 GFC thanks to SPVs / CDOs

#GPU #CoreWeave #NVIDIA #StructuredFinance #Securitisation #CDO #DataCentres #PrivateCredit #GFC2 #DerivativesMarket #PensionFunds #SPV #ComputeFutures #TechDebt #WallStreet #FinancialEngineering #2008Redux

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