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AI financing has structurally shifted from debt securitization to equity issuance, making secondary offering demand and IPO oversubscription the true leading indicators of market saturation. Credit markets will likely amplify downturns rather than trigger them.

Impact: Investors can anticipate sector corrections earlier by tracking equity liquidity metrics instead of relying on traditional debt stress indicators.

— from AI Financing Risks & Energy Market Regulation · Mikroökonomen a.k.a. Mikrooekonomen· Jun 27, 2026