Gabriele SveltoI have never seen a graph explain more clearly what's going and why it's completely unsustainable (and this is just cash-flow, it doesn't take into account the rapidly climbing debt!).
Bruce Elrick@gabrielesvelto
And aren't they turning to stock issuances and IPOs because banks are get reluctant to lend to them?
And aren't they turning to stock issuances and IPOs because banks are get reluctant to lend to them?
@virtuous_sloth banks are too exposed so they started buying more and more credit default swaps to cover the risk: https://www.bloomberg.com/news/articles/2026-05-23/hyperscaler-debt-flood-brings-derivatives-bonanza-credit-weekly
@gabrielesvelto That will go well, I'm sure.
Sigh.
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