Posted by CoronaTheirAss
on March 27, 2026, 13:00:20, in reply to "The AI trade is unwinding and not many are noticing"
Previous Message
Hyperscalers (MSFT/ORCL), data centers (CRWV), credit (OWL), chips (AVGO) all down much more than you'd expect from the Iran war. There have been unfulfilled redemptions in private credit/equity. 2-10 down nearly 30 basis points since February.
It may bounce back some but the bubble appears to be popping. Vamos a ver. Previous Message
Can we get back to talking about the Epstein files?
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