majero.eth @DigitalCollec90 - Twitter Profile

12 days ago

This is incredible: AI-related companies have issued ~$140 billion in investment-grade bonds year-to-date, accounting for 49% of the total IG issuance. AI-related companies have also attracted ~$220 billion in venture capital funding year-to-date, making up 87% of the total. This means nearly 9 in every 10 Dollars of VC funding has flowed into AI-related firms. Furthermore, in high-yield corporate bonds, AI has accounted for 38% of total issuance, or ~$21 billion year-to-date. Combined, AI companies have raised ~$380 billion across all three channels year-to-date, reflecting ~64% of all capital flows. The AI investment boom is reshaping how capital is allocated across the entire financial system.

KobeissiLetter's tweet photo. This is incredible:

AI-related companies have issued ~$140 billion in investment-grade bonds year-to-date, accounting for 49% of the total IG issuance.

AI-related companies have also attracted ~$220 billion in venture capital funding year-to-date, making up 87% of the total.

This means nearly 9 in every 10 Dollars of VC funding has flowed into AI-related firms.

Furthermore, in high-yield corporate bonds, AI has accounted for 38% of total issuance, or ~$21 billion year-to-date.

Combined, AI companies have raised ~$380 billion across all three channels year-to-date, reflecting ~64% of all capital flows.

The AI investment boom is reshaping how capital is allocated across the entire financial system.

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DigitalCollec90 retweeted

Watcher.Guru

@WatcherGuru

24 days ago

JUST IN: Polymarket partners with Nasdaq Private Market allowing users to trade private companies.

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DigitalCollec90 retweeted

The Kobeissi Letter

@KobeissiLetter

about 2 months ago

BREAKING: Netflix stock, $NFLX, falls over -9% despite posting stronger than expected earnings. The company also announced that founder Reed Hastings will be stepping down from the board.

KobeissiLetter's tweet photo. BREAKING: Netflix stock, $NFLX, falls over -9% despite posting stronger than expected earnings.

The company also announced that founder Reed Hastings will be stepping down from the board. https://t.co/kJLplK9SBb

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DigitalCollec90 retweeted

The Kobeissi Letter

@KobeissiLetter

3 months ago

Exactly 12 hours after our "warning," President Trump has INTERVENED: Yesterday, at 7:35 PM ET, we posted that "oil prices are no longer the biggest threat to markets." We said it has become increasingly clear that "bond markets will dictate just how long President Trump can continue increase pressure in the Iran War." At 4:30 AM ET today, we noted that bond market is now more "broken" than the energy market situation. Then, as the 10Y Note Yield hit 4.45% last night, President Trump likely had the same conversation as he did on April 9th, 2025, when he paused tariffs for 90-days. 3 hours later, President Trump postponed all strikes on Iranian power plants for 5 days and said the US and Iran have had "productive" talks to end the war. And, the intervention becomes even more clear. 30 minutes later, Iran denied President Trump's claims and said Trump is trying to "buy time" by calming markets. The 10Y Yield briefly collapsed before rebounding back to 4.38% now, a clear attempt by the US to contain the brewing bond market crisis. The US simply cannot afford the 10Y Yield at 4.50%+. Keep watching the bond market.