MrFlourish Invests and The Market MBA

🚨🇺🇸 THE AI SELLOFF COULD BE THE BEGINNING OF A MUCH BIGGER FINANCIAL CRISIS I spoke with financial analyst David Lin as some of the biggest names in technology were getting absolutely hammered. Alphabet lost roughly $500 billion in market value in a single session. Intel plunged nearly 30%. Amazon is spending tens of billions on AI infrastructure while burning through cash. But David thinks the real danger is hiding in the debt market. He walked me through CoreWeave, an AI cloud company carrying an estimated $50 billion in debt, with some borrowing costs reaching 15–16%. Its projected capital spending this year is roughly THREE TIMES its expected revenue. And now, according to the Financial Times, Anthropic could receive a junk credit rating after its IPO despite planning more than $800 billion in computing investments through 2045. David explained how this could unravel: financing dries up, data center construction slows, chip orders fall, and suddenly the companies supplying the AI boom get dragged down with their customers. We also discussed China's tech collapse, Bitcoin and gold falling alongside stocks, and the Federal Reserve's increasingly uncomfortable position. Oil prices are keeping inflation elevated. A weakening technology sector could mean layoffs and slower growth. The Fed may soon have to choose which problem to confront. David isn't predicting that every AI company will fail. He thinks the technology will survive, just as the internet survived the dot-com crash. BUT he believes the era of borrowing almost unlimited amounts of money to build AI infrastructure could be coming to an end. @davidlin_TV