Tom Lee Tracker (Not actually Tom)(@TomLeeTracker):TOM LEE SAYS AI FUNDING CONCERNS ARE PREVENTING A BUBBLE FROM FORMING @fundstrat believes tighter credit markets are introducing discipline into the AI industry: - Rising funding costs are forcing greater financial discipline, preventing excessive investment from creating a bubble - AI debt issuance is equivalent to 50% of Treasury issuance, highlighting the enormous scale of funding needs - Credit default swaps have widened, signalling higher perceived default risk, while AI debt issuance has already declined, creating a natural check on spending

Tom Lee Tracker (Not actually Tom)@TomLeeTracker

2026.10.29 19:25

TOM LEE SAYS AI FUNDING CONCERNS ARE PREVENTING A BUBBLE FROM FORMING @fundstrat believes tighter credit markets are introducing discipline into the AI industry: - Rising funding costs are forcing greater financial discipline, preventing excessive investment from creating a bubble - AI debt issuance is equivalent to 50% of Treasury issuance, highlighting the enormous scale of funding needs - Credit default swaps have widened, signalling higher perceived default risk, while AI debt issuance has already declined, creating a natural check on spending