Arpit Gupta
@arpitrage
In DC Sep-Dec 2026
Associate Professor of Finance, @NYUStern. Finance/Real Estate/Urban newsletter:
参加 September 2015
5.2K フォロー中 50.5K ファン
@MayankSeksaria @TheStalwart @DKThomp I don’t think the supply channel is that large; but to the extent it operates it’s presumably because hyperscaler debt is long duration but whatever cash is being spent/held is shorter duration
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