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Nobody is talking about this — but the AI bond market just broke and it could be the first crack in the entire AI trade. Nvidia, SpaceX, and Amazon dumped $75 billion in bonds onto the market in weeks. Bonds slumped immediately after issuance. Amazon had to pay unusually steep rates. Six AI hyperscalers have already issued $244 billion in bonds this year alone — up from $108 billion all of last year and just $17 billion in 2024. Bond investors are now telling these companies to slow down. When your lenders push back that is not strength. A former hedge fund manager breaks down why the bond market is flashing yellow while the stock market celebrates. not financial advice #AIbonds #Nvidia #Amazon #SpaceX