The AI trade had its worst week since June. The debt-heavy names that buy Nvidia's chips fell 3–4× harder than Nvidia itself.
Oct 9 → Oct 16 on Hyperliquid:
CoreWeave: −26%
Nebius: −25%
SK Hynix: −25%
IREN: −23%
🟩 Nvidia: −7%
• The trigger: CoreWeave's reported ~$50B debt load. Bonds it sold in June at 9.7% now reportedly yield ~15%.
• 🔵 Polymarket: 14.5% CoreWeave files for bankruptcy by end of 2027. 16.5% the AI bubble bursts by mid-2027.
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