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第三步已經開始
Quinn Thompson
@qthomp
02-07
1. Mag7 depletes cash reserves to fund capex and begins reducing share buybacks and tapping debt markets
2. Private credit, one of the largest financiers of said capex, is facing historic drawdowns across their portfolios and will tighten belts, thus reducing supply of debt
同意。看看軟銀就知道了。
來自推特
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