@Shashaa 1 month ago
AI Capex Is Wild, But Debt Feels Ignored
AI Capex Is Wild, But Debt Feels Ignored
AI capex projections for 2026 are honestly insane, but the debt side is what’s catching my attention more. , , and especially are taking on a lot of leverage to build this out. What worries me is how institutional funds operate with strict debt limits. If macro conditions shift or tech cools off, could that trigger forced selling? On the flip side, names like and look way cleaner. Starting to feel like balance sheets might matter more than the AI hype soon.
@AntonioMyers 1 month ago
i totally agree that balance sheets are going to be the main focus if things slow down. apple always seems to handle their cash so much better than the rest.
