Wall St is building a “Shorting Machine” for Private Credit the 2008 playbook is back.

https://www.wsj.com/finance/wall-street-builds-new-tool-to-bet-against-private-credit-bdf8bafa A report just dropped that should have everyone be more cautious. Major banks (Goldman, BofA, Barclays) are teaming up with S&P Global to launch a Credit-Default Swap (CDS) Index for Private Credit. If you aren’t familiar with 2008 history, …

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$2 trillion private credit market faces first real stress test. Blue Owl restricts withdrawals, AI debt machine under pressure. Big Short Michael Burry warns AI data center spending is unsustainable.

Bull Theory @BullTheoryio 🚨THE $2 TRILLION PRIVATE CREDIT MARKET COULD BE FACING ITS FIRST MAJOR BANKRUPTCY. Blue Owl manages about $273 billion in assets. It is one of the biggest lenders behind the AI data center buildout. When companies like …

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Rage against the machine

Rage against the machine by inEconomyCharts https://www.economist.com/graphic-detail/2025/10/13/can-ai-replace-junior-workers Not hiring junior devs because you can replace them with AI looks like a great strategy now, but then in 20-30 years, there’ll be a severe lack of senior devs, and it’ll take …

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$4B wiped out: First Brands bankruptcy sends shockwaves through CLO markets and exposes hidden cracks in Wall Street’s debt machine. More corporate failures to come?

First Brands BANKRUPTCY shakes credit markets: The collapse WIPED OUT $4 billion in leveraged loans held across ~80 CLOs from PGIM, Franklin Templeton, Blackstone, and others. The sudden failure is a major warning for the broader credit market and leveraged …

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No one will be tired of this circus and no one will care if there is no profit has been generated or only losses in this AI bubble. What crashes first the AI bubble or the gambling machine we built around it

$NVDA owns stakes in: OpenAI Arm Intel Databricks CoreWeave xAI Nebius Hugging Face Perplexity Scale AI WeRide Lambda Labs Together AI Applied Digital World Labs Quantinuum TerraPower Runway ML Synthesia Hippocratic AI Abridge PassiveLogic Carbon Robotics Unstructured Recursion Pharmaceuticals + …

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The Machine that Is Eating the Earth

AI data centers and their supercomputers are consuming rural America. by David Haggith As retail stock investors continue to gush over AI stocks (while insiders start to flee them), AI is taking over small communities in ways that are a …

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