Group 1 - The author has a background in private credit and commercial real estate (CRE) mezzanine financing, indicating expertise in financial analysis and investment strategies [1] - The author has collaborated with prominent CRE developers, suggesting a strong network and experience in the real estate sector [1] - The author is a fluent Mandarin speaker, which may provide advantages in dealing with Asian markets and investors [1] Group 2 - The article expresses personal opinions and research, emphasizing that it is not financial advice and should be considered for informational purposes only [3][4] - There is a disclosure of beneficial long positions in various major stocks, indicating a vested interest in the performance of these companies [2]
Big Tech's Credit Power Is Staggering, $Trillions Ready To Flow Into Data Centers
Seeking Alpha·2025-09-26 22:17