Zero Hedge IND

FOMO = Fear Of Momentum How Much More Pain, Is The Billion Dollar Question

Jul 27, 20269 pages页

From the report报告摘录AI Debt & Technical Risk: Goldman's $489BN AI supply YTD (40% hyperscalers, 1.5x 2025 full year) signals narrative shift to margins/returns; hyperscaler spreads "blowing out" creates immediate technical threat to…

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