# AI capex — X 热门讨论 (2026-09-16 14:28 UTC)
## @fednmad (fednmad) · 09-16 08:13 · ♥46 ↻16 💬9 FOMC 금리 인상확률 92%, 동결을 포함한 향후 시나리오에 대해 알아보자 (feat. 그린스펀) https://x.com/fednmad/status/2100136037859131489
## @MikeZaccardi (Mike Zaccardi, CFA, CMT 🍖) · 09-16 12:21 · ♥41 ↻10 💬5 Hyperscaler CDS widening isn't dealer hedging... otherwise, bank spreads would be moving too 📉.
Instead, the market is repricing deteriorating credit fundamentals: debt-financed AI capex, rising leverage, and negative FCF with uncertain ROI 🤖💸.
Torsten at Apollo https://t.co/20qAPzC8Re https://x.com/MikeZaccardi/status/2100198266713309612
## @JaredKubin (Jared Kubin) · 09-16 09:49 · ♥30 ↻1 💬3 🚨 LIQN Feature Drop 🚨
major platform rollout coming end of month ... needed to get some other updates out first
1. AI ECOSYSTEM WARS grouping update: check out "TRAINING CAPEX" and "INFERENCE CAPEX" factors... battle lines are being drawn - hat tip @hnk_rearden
2. STOCK MOVERS - everyone loves it on mobile so I brought it to main the main app view ... PRE / LIVE / POST pills for Top 20 / Bottom 20 in real time ... depending on your screen size you can adj. the font
3. CORRELATION app update + can edit pairs while looking at them (just click one of the names in pair room)
4. Charts *all - more visually appealing date notation
5. SPOTLIGHT - extended pre market 4am - 930am & post market 4pm - 8pm EST
6. STRESS app - replay the "path" so you can track it
BONUS: everyone enjoying the FED DAY easter eggs?! .. hint check out the LIST VIEW on the home screen... https://x.com/JaredKubin/status/2100160015382229220