Ali Asghar, CFA

Views are my own. Not financial advice.

[Ali Asghar, CFA @usernameofali]

@SemiconductorsX AI-related IG issuance now accounts for 18% of all IG supply in 2026, up from just 1% in 2024. And the concentration is even starker in long-duration paper, where 40% of 15-year-plus IG issuance is broadly for AI.

[Ali Asghar, CFA @usernameofali]

@GlobalMktObserv AI-related IG issuance now accounts for 18% of all IG supply in 2026, up from just 1% in 2024. And the concentration is even starker in long-duration paper, where 40% of 15-year-plus IG issuance is broadly for AI.

[Ali Asghar, CFA @usernameofali]

@business AI-related IG issuance now accounts for 18% of all IG supply in 2026, up from just 1% in 2024. And the concentration is even starker in long-duration paper, where 40% of 15-year-plus IG issuance is broadly for AI.

[Ali Asghar, CFA @usernameofali]

@MikeZaccardi AI-related IG issuance now accounts for 18% of all IG supply in 2026, up from just 1% in 2024. And the concentration is even starker in long-duration paper, where 40% of 15-year-plus IG issuance is broadly for AI.

[Ali Asghar, CFA @usernameofali]

@junkbondinvest AI-related IG issuance now accounts for 18% of all IG supply in 2026, up from just 1% in 2024. And the concentration is even starker in long-duration paper, where 40% of 15-year-plus IG issuance is broadly for AI.

[Ali Asghar, CFA @usernameofali]

@business AI-related IG issuance now accounts for 18% of all IG supply in 2026, up from just 1% in 2024. And the concentration is even starker in long-duration paper, where 40% of 15-year-plus IG issuance is broadly for AI.

[Ali Asghar, CFA @usernameofali]

@GlobalMktObserv AI-related IG issuance now accounts for 18% of all IG supply in 2026, up from just 1% in 2024. And the concentration is even starker in long-duration paper, where 40% of 15-year-plus IG issuance is broadly for AI.

[Ali Asghar, CFA @usernameofali]

@nequalonetrader AI-related IG issuance now accounts for 18% of all IG supply in 2026, up from just 1% in 2024. And the concentration is even starker in long-duration paper, where 40% of 15-year-plus IG issuance is broadly for AI.

[Ali Asghar, CFA @usernameofali]

@FinanceLancelot AI-related IG issuance now accounts for 18% of all IG supply in 2026, up from just 1% in 2024. And the concentration is even starker in long-duration paper, where 40% of 15-year-plus IG issuance is broadly for AI.

[Ali Asghar, CFA @usernameofali]

@MikeZaccardi AI-related IG issuance now accounts for 18% of all IG supply in 2026, up from just 1% in 2024. And the concentration is even starker in long-duration paper, where 40% of 15-year-plus IG issuance is broadly for AI.

[Ali Asghar, CFA @usernameofali]

@dividendology AI-related IG issuance now accounts for 18% of all IG supply in 2026, up from just 1% in 2024. And the concentration is even starker in long-duration paper, where 40% of 15-year-plus IG issuance is broadly for AI.

[Ali Asghar, CFA @usernameofali]

@kurtsaltrichter AI-related IG issuance now accounts for 18% of all IG supply in 2026, up from just 1% in 2024. And the concentration is even starker in long-duration paper, where 40% of 15-year-plus IG issuance is broadly for AI.

[Ali Asghar, CFA @usernameofali]

@junkbondinvest AI-related IG issuance now accounts for 18% of all IG supply in 2026, up from just 1% in 2024. And the concentration is even starker in long-duration paper, where 40% of 15-year-plus IG issuance is broadly for AI.

[Ali Asghar, CFA @usernameofali]

@HighyieldHarry You're telling me Reese Witherspoon is dating a real life Patrick Bateman?

[Ali Asghar, CFA @usernameofali]

@OrekhovR @StockSavvyShay I did pal, and sold at $200. Got more cash than you now.

[Ali Asghar, CFA @usernameofali]

@Liathetrader My only question is this, what if competition shows up?

[Ali Asghar, CFA @usernameofali]

@RyanDetrick Is this health for the broadening trade?

[Ali Asghar, CFA @usernameofali]

@RocCityBuilt @lisaabramowicz1 WACC my friend. Debt is cheaper than equity issuance.

[Ali Asghar, CFA @usernameofali]

@lisaabramowicz1 And the concentration is even starker in long-duration paper, where 40% of 15-year-plus IG issuance is broadly for AI.

With credit spreads near their tightest levels in decades, doesn’t such heavy exposure to a single theme pose a risk?

[Ali Asghar, CFA @usernameofali]

@lisaabramowicz1 SpaceX, which interestingly holds IG rating, has also entred the market with multi-billion-dollar senior unsecured deals.

AI-related IG issuance now accounts for 18% of all IG supply in 2026, up from just 1% in 2024.