50ptMAE(@50ptMAE):If you think the AI trade sees imminet downside, ground zero will be credit. Credit has not followed equities to new highs, and it has the same if not more downside. AMZN with anoter 25bn raise this week. ORCL cds back at wides. NDX/SPX iv spread at multi year highs and it is prohibitively expensive to buy options rn on Qs, which has been just chopping since June. Also credit doesnt have the retail buy the dip flow that has been instrumental in the tech stocks rally.

50ptMAE

@50ptMAE

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50ptMAE@50ptMAE

2026.07.08 03:57

If you think the AI trade sees imminet downside, ground zero will be credit. Credit has not followed equities to new highs, and it has the same if not more downside. AMZN with anoter 25bn raise this week. ORCL cds back at wides. NDX/SPX iv spread at multi year highs and it is prohibitively expensive to buy options rn on Qs, which has been just chopping since June. Also credit doesnt have the retail buy the dip flow that has been instrumental in the tech stocks rally.