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EZ
Ed Zitron
Where's Your Ed At (author); Better Offline host
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
data center SPVs compared to the GFC instruments
“the AI bubbles equivalent of CDOs”
questioning where AI revenue to service the debt comes from. his own characterization; he concedes on tape it sounds alarmist; bearish force depends on the omitted $1.68T comparison
“the global software industry is less than 800 billion dollars”
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