AI hype just hit a new peak – you’re now officially not allowed to be rude to Claude – but financing for big tech is quietly drying up.
Wall Street’s AI debt issuance halved in a month, Oracle’s default insurance is pricing in roughly a 20% chance of failure, and nobody can agree whether OpenAI makes $50 billion or $68 billion a year.
But none of that matters as long as big tech continue pumping their own valuations to inflate profits every quarter.
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DISCLAIMER: I am not a financial advisor and this is not a financial advice channel. All information is provided strictly for educational purposes. It does not take into account anybody's specific circumstances or situation. If you are making investment or other financial management decisions and require advice, please consult a suitably qualified licensed professional.
AI hype just hit a new peak – you’re now officially not allowed to be rude to Claude – but financing for big tech is quietly drying up.
Wall Street’s AI debt issuance halved in a month, Oracle’s default insurance is pricing in roughly a 20% chance of failure, and nobody can agree whether OpenAI makes $50 billion or $68 billion a year.
But none of that matters as long as big tech continue pumping their own valuations to inflate profits every quarter.
➡️ SIGN UP FOR MY FREE NEWSLETTER
https://sashayanshin.com
☕️ JOIN MY PATREON - DISCORD, BONUS VIDEOS, TARGET PRICES, MODELS & MORE
Patreon: sashayanshin
DISCLAIMER: Your capital is at risk.
DISCLAIMER: I am not a financial advisor and this is not a financial advice channel. All information is provided strictly for educational purposes. It does not take into account anybody's specific circumstances or situation. If you are making investment or other financial management decisions and require advice, please consult a suitably qualified licensed professional.