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The AI Infrastructure Bubble: Structural Demand Meets Hard Monetary Reality

The AI Infrastructure Bubble: Structural Demand Meets Hard Monetary Reality

by | Nov 19, 2025 | | 0 Comments

The global AI boom is hitting a wall. GPU leasing prices are surging, SOFR remains painfully high, and recession indicators are flashing red. Inflation, rising interest rates, tightening liquidity and unprecedented compute shortages are creating the perfect storm for a potential AI-driven financial correction. This macro analysis explores the early signs of an AI bubble, the structural risks behind today’s infrastructure race, and why the next major market shock may come from where investors least expect it.

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The Silent Credit Crunch: Is a Liquidity Collapse About to Shock Global Markets?

The Silent Credit Crunch: Is a Liquidity Collapse About to Shock Global Markets?

by | Nov 1, 2025 | | 0 Comments

🚨 The Silent Credit Crunch: The Signal No One’s Watching 🚨

While everyone’s celebrating Big Tech earnings and new highs, the real story is happening under the surface — in the repo market.

On October 31st, the Fed’s Standing Repo Facility quietly surged past $20 billion, the highest on record. That’s not a random spike — it’s a liquidity warning.

Bank reserves are falling.
Repo rates are spiking.
And Big Tech’s “free cash flow” boom? Inflated by stock-based compensation.

This is what a silent credit crunch looks like — it starts quietly… and ends violently.

💡 We’re tracking how this liquidity squeeze could flip sentiment across equities, crypto, and commodities — before the headlines catch up.

👉 Get our latest market alerts, liquidity breakdowns, and actionable trade signals at:
🔗 www.BullishStockAlerts (.) com

#Liquidity #CreditCrunch #Macro #Stocks #Crypto #Bullish #financialcrisis

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