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Bond Market Collapse; Stocks Disrupted By AI; Michael Burry's New Big Short? Whacky Palantir Math $PLTR

Chit Chat Stocks

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CoreWeave and the Bond Market Dilemma

This chapter discusses CoreWeave, an AI-driven cloud provider, focusing on its financial struggles amid rising skepticism about its future. The conversation extends to the broader bond market dynamics, particularly following Moody's downgrade of U.S. debt and rising yields, impacting both investor sentiment and home affordability. Ultimately, the chapter contemplates investment strategies in an evolving economic landscape shaped by concerns over government deficits and market volatility.

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