๋น๊ฒ์ด์ธ ์ฌ๋จ 88์ต๋ถ ๋งค๊ฐ
https://x.com/Barchart/status/1989633623545504170
๊ทธ๋ฆฌ๊ณ ์ต๊ทผ์ ๋น ํ ํฌ cds ๊ธ๋ฑํ ์ด๋ ฅ์ด ์์
MSFT๋ ๋๋ต 10์ ์ค์์ฏค์ cds ๊ธ๋ฑํจ
cds = ์ฝ๊ฒ ๋งํด์ ์์ธ๋ฐ, ํด๋น ํ์ฌ๊ฐ ์ฑ๋ฌด ๋ถ์ดํ์ ์์ค๋ณด์ ์ ์ํ ๋ณดํ. = ๋ถ๋๋๋ฉด ๋์ค๋ค
https://x.com/Coffee__Capital/status/1989016991815069964
๐บ๐ธ CDS MARKET FLASHING WARNING SIGNS:
โ Coffee Capital (@Coffee__Capital) November 13, 2025
CDS spreads continue to surge for AI companies. Oracle, CoreWeave 10Y CDS spreads are up over 30% in the past month alone, with other major players also up double digits.
We are seeing a ton of heavy, upfront "capex" spending by theseโฆ pic.twitter.com/vOaWfKpQsD
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