Hyperscaler BOND has collapsed to the tipping point, closely watching these companies $MSFT $GOOG $AMZN $META $ORCL, and also $SPCX. These are all ultra-large-scale cloud service providers, long-term bonds have encountered an epic sell-off, yields have risen to historic highs, CDS costs are getting higher, and if Hyperscalers cannot borrow funds, all downstream hardware manufacturers will collapse. Among these super clouds, only MSFT's bond yield has not broken through, the others have all reached new highs.

Financial media are stirring up concerns about rising default risks. I do not think there will be a default, but borrowing will become very difficult. If these companies want to continue increasing investments and need to borrow funds, they will have to offer higher interest rates than before. Once it reaches a critical value, the companies will stop borrowing, but if they have to increase cash flow, they can only issue more shares, which is also unfavorable for stock prices.

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