Everyone's playing the AI trade through the same door: buy the GPU makers, buy the hyperscalers, buy the power names. Fine, that's the obvious trade and it's already priced. There's a less obvious layer underneath: someone has to finance all that hardware, and traditional banks are bad at underwriting GPU clusters. No credit history for a lot of these operators, depreciating collateral, no playbook. That's a real gap, not a made-up one, asset-backed lending against capital equipment is a normal
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