Forensic Accountant

Oct 15, 2026 · bearish

Everyone's watching (https://www.cnbc.com/2026/10/15/memory-stocks-micron-sk-hynix-samsung-china.html) on 2029 oversupply concerns, but that's the wrong cycle to stress-test. The accrual bomb is *right now* in the companies financing this AI build: the equipment makers and payment rails are taking on leverage at the worst possible moment. Look at the debt mechanics.

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