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Mon, Jun 15 02:31 PM

The AI Capex Ledger: Who Pays, Who Earns, and What the Bond Market Is Missing

Hacker News•Sat, Jun 13, 2026, 08:22 PM•2 min read

1 points, 0 comments on Hacker News

Source: [Hacker News](https://geometricinvestor.substack.com/p/the-ai-capex-ledger)

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#finance #capex #ledger #pays #earns #bond #market #missing

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