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/pol/ - Politically Incorrect


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File: fall.png (45 KB, 498x372)
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Again ffs. Completely overcooking the market with insane debt levels, It gets' worse though because most of the borrowing for the AI hyperscaling has been done with "clever" accounting using special purpose vehicles, or SVP's to borrow the money for the massive capex buildout of data centers. This is very similar to the GFC except they're using shell companies instead of junk securities to end the world.
How the SPV Financing Works
Separate Entities: Tech giants set up distinct legal joint ventures or shell structures to borrow money directly from private credit funds.

Lease Back: The SPV builds the data center or buys expensive Nvidia graphics processing units (GPUs) and leases them back to the tech company.

Off the Books: Because the tech firm holds a minority stake or is only a tenant rather than the direct borrower, the massive debt stays out of standard corporate liability totals.

We're fucked.
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>>539518686
OH NO, LINE GO DOWN!!!
WE'RE ALL GOING TO DIE!!!
>>
Everyone thought it was insane to be borrowing the vast amounts of money they have reported on their books, now it's been revealed that an extra 1.68 Trillion, with a fucking T was done off the books using SPV's.
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>>539518686
it's over. it's always been over.
https://m.youtube.com/watch?v=lGo7NfmD0d4&ra=m
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>>539518686
Brazil is the last country needed to held elections before we decide who will be at which side in the WW3.

Elections here are in less than two months.
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>>539518686
does matter.
jews get their datacenters built on the goyim's backs and investment funds
then blackrock buys them for palantir use
then you wake up and its 2030
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>>539518953
doesnt* matter
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>>539518953
It's called sharing the load with the Goyim.



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