AI spending spree CRASHING the Bond Market: NVIDIA's risk

Mark Tepper highlights surging recognition default swaps for hyperscalers similar Nvidia, questioning bondholders' willingness to concern endless AI spending.

Mark Tepper and Darius Dale sermon the enslaved market's absorption to monolithic AI spending, noting surging recognition default swaps for large tech firms similar Nvidia. Dale explains that AI's insatiable request for superior competes with planetary sovereign debt, a concern that historically precedes important marketplace corrections. He warns of imaginable wide declines successful planetary liquidity.