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Rude Law Dog
esghound.com
did:plc:y24gcrfugd3wnhzvl7or5ft5
burry's thesis is that the hyperscalers and data center leasing business model is a mismatch between the actual contract NPV vs projected cash flows and profits. that the debt used to underwrite these middlemen is gonna default. he's almost certainly correct on this
2026-03-01T14:50:19.061Z