Dec 31, Coreweave is on fumes for cash, and announces new loan terms that allow “unlimited equity cures” for “any failure to satisify debt service”…. Jan 26, Nvidia invests $2b at $87/share.

Our entire market and economy is a house of card of debts — ZeroSumTruths (@ZeroSumTruths) January 26, 2026 Meanwhile: TD Cowen had a data center themed analyst letter today that said that Oracle may lay off 20-30,000 people or sell …

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The biggest lie in finance exposed: bonds aren’t safe, and long-duration holders are losing up to 80%. US debt rollover crisis looms as $8 trillion of ZIRP-era obligations hit 4.5%+ rates. Watch US yields carefully.

People keep calling bonds “safe,” but that’s a straight-up lie. Long bonds in 2021 looked boring and secure, but inflation turned them into a nightmare. “Bonds are a safe-haven asset” is one of the biggest lies in financial markets. Bond …

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AI SPENDING 90% CASH, 10% DEBT

The AI capex narrative looks far healthier than many assume. — Jordan | AI Investor (@HyperAICapital) December 16, 2025 The Sam Altman interview now reads like a local top. The AI buildout is still early so this pullback looks more …

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Los Angeles sees 4 downtown office skyscrapers in distress with billions in defaulted loans, bids expected far below debt balances. Manufacturing & CRE Construction spend peaked over a year ago

“4 distressed office buildings in Los Angeles, California. Brookfield and its lenders (and receivers and special servicers) are peddling four active offerings that total about 4.9M SF of Class A office space in the Financial District, roughly 18% of the …

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Can Oracle survive rising debt and falling cash flow while Broadcom battles Google in AI chips? Siegel warns AI works but tech spending may be massively overbuilt.

From the recent earnings of Oracle and Broadcom, two things have become unmistakably clear. For Oracle, debt has surged nearly 50%, while operating cash flow is declining—a troubling combination that markets quickly punished. The stock fell roughly 11% after the …

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