Joined @arimelber.bsky.social on MSNOW talk about the AI bubble, Treasuries and the growing cost of AI data center debt, and how Oracle and Paramount’s debt threatens Larry Ellison’s future.
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Joined @arimelber.bsky.social on MSNOW talk about the AI bubble, Treasuries and the growing cost of AI data center debt, and how Oracle and Paramount’s debt threatens Larry Ellison’s future.
No replies yet.