Samantha LaDuc(@SamanthaLaDuc):Last week, the band of brothers blessed $NVDA with a MOU for $500B & a new asset class of AI as physical utility infrastructure rather than asset-light software or depreciating hardware. All eyes on corporate issuance at higher yields relative to US Govt debt at lower yields! Two Questions: #1: When will we see less appetite or liquidity for incoming weekly US Treasury auctions? #2: And given USD IG issuance has already topped $1.5T - putting 2026 on pace to surpass the 2020 record at near 0% yields - when do rising 10Y yields matter to massive & rising US deficits alongside massive & rising AI Capex fueled by massive & rising debt markets? Bonus Question: How will this long-end supply problem resolve?

2026.08.19 12:28

Last week, the band of brothers blessed $NVDA with a MOU for $500B & a new asset class of AI as physical utility infrastructure rather than asset-light software or depreciating hardware. All eyes on corporate issuance at higher yields relative to US Govt debt at lower yields! Two Questions: #1#: When will we see less appetite or liquidity for incoming weekly US Treasury auctions? #2#: And given USD IG issuance has already topped $1.5T - putting 2026 on pace to surpass the 2020 record at near 0% yields - when do rising 10Y yields matter to massive & rising US deficits alongside massive & rising AI Capex fueled by massive & rising debt markets? Bonus Question: How will this long-end supply problem resolve?