Kieran Goodwin(@kieranwgoodwin):Elon says neoclouds execution risk is very real. Some neoclouds will prove to be operators and some will be exposed as promoters. The unsecured bonds have capped upsides and IMO close to zero in a bankruptcy so market is demanding high yields. Big dispersion = higher yields

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Kieran Goodwin@kieranwgoodwin

2026.10.21 15:11

Elon says neoclouds execution risk is very real. Some neoclouds will prove to be operators and some will be exposed as promoters. The unsecured bonds have capped upsides and IMO close to zero in a bankruptcy so market is demanding high yields. Big dispersion = higher yields