Felix Nikolas Prehn: How AI Infrastructure Fueled By Borrowing Can Break Markets
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Felix Nikolas Prehn: How AI Infrastructure Fueled By Borrowing Can Break Markets
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We break down why CoreWeave, a little-known AI “NeoCloud” lender-dependent business, may be the first crack in the AI plumbing that index funds rely on. We connect insider selling, distressed debt pricing, and credit default swap signals to a bigger question: whether AI is facing a borrowed-money reset similar to the dot-com era.
• CoreWeave’s business model of buying NVIDIA chips and renting AI compute by the hour
• Founder share sales and why Form 4 insider filings matter for ordinary investors
• How bond prices, yields, and credit default swaps can warn before stocks react
• The dot-com “plumbing” lesson from Cisco, Amazon, and the Nasdaq drawdown timeline
• Why a reset can shift money toward owners of scarce compute and away from heavy borrowers
• Goldman Sachs’ key warning about too much capital chasing too little power-ready compute
• What we watch next: Nasdaq technical levels, debt insurance costs, earnings delivery, insider alerts
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