Osung Kwon
speaker
269 appearances
1 recordings
1 series
first heard Aug 2026
last heard 9 Aug
Osung Kwon’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.
Appearances
It's not that the market only hinges on what's happening with the Fed.
Okay.
I think I especially this cycle, as long as earnings are okay, I think this could continue.
The risk to that is hyperscalers are starting to issue debt.
Yeah.
So the higher the interest rates go
the more expensive it's gonna get.
But I don't think it's gonna be a huge issue for hyperscalers and the deb them the credit market as well, I think panicked too much during the drawdown in July.
That if you look at the CDS spread for hyperscalers versus the average IG issuer, it's actually wider for hyperscalers.
Meaning the credit market actually thinks that there's a bigger default risk for hyperscalers.
It happened in credit.
I think that probably undershot as well.
Mm-hmm.
Um so I think we're at a point where the market's gonna try to find the equilibrium.
Aaron Powell Yeah, I mean that's probably the the biggest bear case scenario uh in July.
That hyperscalers are overinvesting and they're gonna have to cut CapEx eventually.
And that crashes the entire CapEx cycle and especially semis.
I think that fear has alleviated quite a lot.
after hyperscalers' earnings that they actually showed really good monetization.
And they're all basically saying that there's a lag between when they invest in catbags and when they start monetizing.
Showing 241–260 of 269 · page 13 of 14
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