Slack: C0A0J07FGKT/ts:1771611468.0774

Author: Mark Tetreault Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

ai-capex-infrastructure-bottleneck

🟢 [E1080] Stock price punishment only affects shareholders, not companies. Real corporate punishment plays out in the bond market with a time delay dictated by bond ladder maturities.
supporting · 2026-04-07