Oracle's credit default swaps have risen ~100 basis points, reflecting increased risk from new debt load taken on for AI data center buildout.

Amazon issued 40-year debt at tight spreads (80bps over Treasuries) implying zero risk, which is absurd given uncertainty over a 40-year horizon.

Nvidia's dominant market share mirrors 1920s electrical companies that comprised >50% market cap before the crash; overinvestment in redundant supply and exhausted training data w…

SK Ventures focuses on application-layer companies that benefit from collapsing token prices (cheap inference) for mundane enterprise tasks like supplier reconciliation, not on in…