AI Debt Is a ‘Brewing Crisis,’ Ed Zitron Warns as Amazon, CoreWeave Turn to Complex Financing
Ed Zitron warns rising AI debt and private credit could become a crisis as Amazon and CoreWeave seek complex financing.
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Steve Eisman says he has hedged part of his AI portfolio as OpenAI-Anthropic concentration risk grows.
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Ed Zitron warns rising AI debt and private credit could become a crisis as Amazon and CoreWeave seek complex financing.
The article compares Salesforce and CrowdStrike as enterprise software investments for 2026. Salesforce offers established stability with strong profitability (18% net margin) and a dominant CRM position, while CrowdStrike demonstrates faster growth (21.7% revenue growth) and record performance despite a steep valuation and lingering trust issues from its 2024 outage. The author recommends CrowdStrike for growth-focused investors due to its expanding addressable market and momentum.
Comcast and Walt Disney represent different investment strategies in the evolving media landscape. Comcast offers defensive characteristics with robust free cash flow (~$21.9B), higher dividend yield (5.99%), and lower valuation (P/E 7.03), but faces cord-cutting pressures and connectivity competition. Disney provides growth potential with strong IP assets, 132M Disney+ subscribers, and lower debt (0.4x D/E ratio), but carries higher valuation (P/E 20.90) and content cost risks. The author ultimately recommends Disney for investors seeking growth and brand power despite higher volatility.
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