Falcon 9 launches 29 @Starlink satellites from Florida https://t.co/810X6F1Yeu ...

Deployment of 29 @Starlink satellites confirmed ...

Core Viewpoint - Concerns among bond investors regarding the significant debt issuance by leading tech companies to fund cutting-edge AI technology, potentially leading to financial strain [1][11] Group 1: Debt Issuance and Market Activity - Major tech firms are expected to issue $400 billion in bonds this year, significantly higher than the projected $165 billion for 2025 [3] - Alphabet (GOOGL) issued $32 billion in bonds within 24 hours, highlighting the immense financing needs for AI competition and strong market demand [10][20] - Oracle's credit derivatives have seen increased trading activity, with outstanding credit derivatives corresponding to $895 million in debt for Alphabet and $687 million for Meta [1][11] Group 2: Credit Derivatives and Risk Management - The credit derivatives market has become more active, with several high-rated tech giants now having corresponding single-name credit derivatives, which were previously absent [1] - The number of dealers providing credit default swap (CDS) quotes for Alphabet increased from 1 to 6 over the past year, indicating growing market interest [12] - Hedge funds view the demand for hedging from banks and investors as a profit opportunity, with many large tech firms maintaining relatively low leverage [16][17] Group 3: Investor Sentiment and Concerns - Investors anticipate total investment in AI to exceed $3 trillion, with a significant portion financed through debt, leading to increased hedging demand [11] - Concerns about complacency and mispricing of risks in the current bond issuance frenzy have been raised by market participants [18] - The cost of default protection for Oracle has risen from approximately 50 basis points to around 160 basis points over the past year, reflecting heightened risk perceptions [13]

RT X Freeze (@XFreeze)Epstein was desperately spamming invites, trying to get Elon to the island, using every connection he hadElon had to blocklist him at the SERVER LEVEL 🚫That's how badly Elon wanted zero contact with Epstein - completely blacklisted from SpaceX https://t.co/WoxnJ79AdU ...

RT SpaceX (@SpaceX)https://t.co/MXZL12ETyy ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Elon Musk is the ultimate family man and the loudest voice on Earth warning about population collapse.Whenever kids come up, his face lights up with genuine joy—the same expression for 20+ years.He brings his children everywhere: meetings, events, launches, travels—maximizing every moment with them.Everyone who knows him sees this firsthand.“Of anything in my life, I would say my kids by far make me the happiest.”“I always try to reserve time for my kids, ’caus ...

Watch Falcon 9 launch 29 @Starlink satellites to orbit from Florida https://t.co/MXZL12ETyy ...

Starlink is awesome. Great bandwidth and low latency anywhere on Earth.And soon off Earth.Steph Smith (@stephsmithio):The difference between standard in-flight wifi and Starlink is insane. Surprises me every time that it just *works*Our kids are going to think it’s crazy we ever couldn’t connect in the skies ...

最近科技圈又出了一个大动作，马斯克的星链，正式拿到了越南的"入场券"，马上就要在越南全面铺开卫星互联网服务了。 消息一出来，很多人只当是普通的商业新闻，并没有太在意，不就是多了个上网方式吗？但如果你往深了看就会发现，这件事对我们来说，真算不上什么好 事，没那么简单！ 其次，东南亚这个大市场，正在被人抢先卡位。东南亚一直是我们通信、航天、科技出海的重点区域，现在星链带着成熟技术、大把资金冲进来，快速抢占 用户和合作资源，等于直接压缩了我们未来的发展空间。留给我们的资源、机会和时间已经不多了。 而且这根本不是孤立事件，菲律宾、马来西亚、印尼早就被星链拿下了。现在再加上越南，星链的东南亚版图越来越大了。说白了，马斯克就是盯着东南亚 6亿人的大市场，一步一步，把整个东南亚给包圆了。 很多人对星链有个误区，觉得它就是个"天上的Wi-Fi"，可以联网、可以导航，但实际上，它现在已经是全球低轨卫星领域的绝对霸主，一举一动，都会影 响整个行业的格局。 首先最直接的，就是太空轨道资源被抢得越来越厉害。大家可能不知道，近地轨道的位置和频率都是有限的，谁先上去谁就占坑。星链现在卫星越射越多， 亚太地区的轨道越来越挤，不光运行风险变 ...

Elon Musk is the ultimate family man and the loudest voice on Earth warning about population collapse.Whenever kids come up, his face lights up with genuine joy—the same expression for 20+ years.He brings his children everywhere: meetings, events, launches, travels—maximizing every moment with them.Everyone who knows him sees this firsthand.“Of anything in my life, I would say my kids by far make me the happiest.”“I always try to reserve time for my kids, ’cause I love hanging out with them. 99% of the time ...