Divergence within the technology credit sector is currently quite noticeable. Based on a specific table highlighting expanding CDS spreads, with a nod to @zerohedge by way of LS, we can see that investors are carefully evaluating and distinguishing between individual companies. Interestingly, this careful differentiation is taking place despite a wider macroeconomic trend of risk reduction surrounding the AI trade. Ultimately, this data suggests the presence of solid market opportunities, which participants might approach through direct positions as well as relative trading strategies.

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