Former private equity fund manager Liao Meinu is back at it, poking at the lifeline of America’s AI and the Fed’s interest rate hike policy! All of America’s monetary policies must revolve around its national strategy, and right now, that strategy is all about developing AI and making it bigger and stronger. Why? Because AI is currently America’s lifeline. They have to make AI succeed to maintain the dominance of the US dollar and America’s global supremacy, as well as to keep their $40 trillion national debt from collapsing. If AI succeeds, all these problems are solved. If AI fails, everything falls apart❗️This underlying logic is crystal clear! Amazon, Google, Meta, Oracle have issued $194 billion in bonds this year, which is $79 billion more than the total for last year. Goldman Sachs predicts that the five major cloud providers will issue $250 billion in bonds by 2026, and possibly hit $400 billion by 2027. All the money is being poured into GPUs, HBM, data centers, and power grids. On one hand, there’s a $430 billion gap between net profits and free cash flow. On the other hand, debt keeps piling up. If the Fed raises interest rates, the consequences for these five cloud providers could be severe! The US CPI for August is about to be released, and the Fed’s interest rate decision on September 16 is coming up too. Will Waller and the Fed dare to raise rates this time? If they do, will these heavily indebted, AI-focused US tech companies face cash flow issues or even collapse? While AI investments are undoubtedly a long-term win, are they still viable in the short term? Listen to Liao Meinu’s sharp and insightful analysis—can she predict it right again this time?