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Gavin Baker

@GavinSBaker · 1 calls

DateInvestorInstrumentClaim (verbatim)HorizonScoreSource
2026-07-28Gavin Baker
@GavinSBaker
hyperscalers“Market is overreacting to hyperscale credit spreads widening ... Hyperscalers are underearning”rest of 2026+10Tweet ↗