“.. If the AI bubble is going to burst, it’ll likely start as a credit event as neocloud and risky AI debt defaults, creating a cascade of devaluations, reduced spending and contraction (in multiples
CRWV
$46.40
+6.28%
What changed
@business $CRWV
https://t.co/W89Y7edBbB https://t.co/AMkR8FowvW — via @CarlQuintanilla
Why it matters
AI bubble burst risk via neocloud and risky AI debt defaults triggering cascading devaluations and spending contraction.
← Dashboard
Oct 27, 2026 05:08 PM ET