hyperscaler capex · X 热门 · 2026-09-13 06:45 UTC

# hyperscaler capex — X 热门讨论 (2026-09-13 06:45 UTC)

## @SamanthaLaDuc (Samantha LaDuc) · 09-13 03:46 · ♥42 ↻2 💬5 Ha! It just hit me!

Remember how I said last week, “Bond bulls need to defense here!!”

Well, if hyperscaler /AI capex slows for this organized AI slowdown, that can remove “crowding out” from corp bonds over longer duration govt bonds.

Now, ironically, UST catch a bid!?! > 引用 @SamanthaLaDuc: “Pace the frontier” (Repeated by Dario, Sam, Elon)

Is code for: Kill the open source

Which is code for: US Capital controls https://x.com/SamanthaLaDuc/status/2098981716601811349