Put succinctly, if a mismatch between the timelines of the bonds in the bond markets and the revenue streams occurs, it's a bubble. This increases the risk to c

Put succinctly, if a mismatch between the timelines of the bonds in the bond markets and the revenue streams occurs, it's a bubble. This increases the risk to current and future AI investments and buildouts. If the mismatch is strong enough, contagion in other sectors/areas of the world can cause a run to security and pop the bubble. Just because the bond markets 1/2/3/5-year bonds are bloated does that mean the bubble will pop. It just increases the risk.