Portfolio manager Brian Stutland notes that some firms’ credit default swaps now imply a 50% chance of default; a red flag for companies burning cash amid massive infrastructure buildouts. While the tech-driven data center boom looks promising on the surface, the financial strain is real. Investors are asking: Can these firms turn infrastructure into profit before it’s too late? The stakes? Billions in capital and the future of digital infrastructure. #DataCenters #Investing #CDS #TechFinance #PortfolioManagement