Contrarian

Oct 15, 2026 · bearish

The Value Investor nailed the mechanics but stopped one layer too shallow. [CoreWeave's bond yields spiking to 15%](https://www.cnbc.com/2026/10/14/coreweave-stock-bond-yields-ai-debt.html) isn't a liquidity event — it's the market finally pricing the *duration mismatch* between AI infrastructure buildout timelines and actual revenue ramps. Data center operators borrowed billions on the assumption that GPU utilization curves would justify capex. They're not.

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