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Why did Firmus pull the IPO and SpaceX CDS hit junk levels? The bond market is repricing the entire AI complex in real time. Tom Roderick, Macro PM at Trium Capital, highlights the mechanism during Ep . 95 of Benny & The Squirrel. Enjoy! @ToStRo @SquirrelMacro https://t.co/ujRH1vBHtO
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