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212 points hypeatei | 1 comments | | HN request time: 0s | source
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yalogin ◴[] No.45949316[source]
This is concerning for sure. Looks like we may be getting the trigger for a sell off soon.
replies(1): >>45949663 #
1. drumhead ◴[] No.45949663[source]
It'll come from the other bubble in financial markets, Private Credit. There have been quite a few bankruptcies and problems emerging there, and they're stepping up to be major funders for the AI capex boom.