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• zerosizedweasle 9mo ago
  *Amazon dropping like a stone on datacenter capex
  • toomuchtodo 9mo ago
    The music slows, it has not stopped. Watch the debt and private credit markets for signal.
    • zerosizedweasle 9mo ago
      A lot of private credit is going to be lucky to get through this https://archive.is/XdLmM https://archive.is/XdLmM
  • deleted 9mo ago
    [deleted]