The AI DEBT BOMB Nobody is Talking About !!!

The AI DEBT BOMB Nobody is Talking About !!! The AI DEBT BOMB Nobody is Talking About !!! $3 Trillion In Debt $3 Trillion In Debt 55% of it is hidden off balance sheets, meaning that it does not show up when you look up their finances When the credit markets start creaking before the stock market figures it out The canary in the coal mines markets are screaming Here are the three most likely casualties if debt bomb goes off Number one, Open AI Open AI Chat GPT Yes, Chat GPT, still private, bleeding cash at an extraordinary rate Just pushed its IPO to 2027 and losing significant market share in token usage to cheaper Chinese AI models If Open AI cannot keep raising billions, every company depending on Open AI paying its bills is in serious trouble Number two, Oracle #2 Oracle This is the scary one Oracle signed a $300 billion deal with Open AI to build compute capacity Open AI is supposed to start paying Oracle 60 billion annually $60 Billion Annually starting in 2027 Oracle has over 120 billion in debt to fund this build out Stock already down 60% from its highs And here's a red flag an investor needs to see right now Oracle's credit default swaps prices, the cost to insure against Oracle defaulting just hit all-time high this week higher than during the 2008 financial crisis annually to insure just 10 million worth of debt The bond market is not screaming #3 Corweave Number three, Corve The AI cloud company just IPO'd this year, to pay over 9% junk bond rates to raise 2.6 billion last week And credit default swaps prices are pricing in a roughly 50/50 chance 50 / 50 Chance Of Default Corve defaults within years 50/50 If Open AI tumbles, Oracle gets hurt If Oracle gets hurt, follows This is a chain reaction slow motion The S&P volatility dispersion index has now surpassed the peak of 2008 financial crisis That is not noise, this WARNING is a warning sign information I bring to followers before the market even realizes it Follow for more