According to Edward Dowd, credit markets are questioning AI’s ultimate profitability, making growth financing more difficult and costly; he links this stress to today’s intraday reversal in NVDA, source: Edward Dowd on X, Nov 21, 2025. Dowd further claims Sam Altman effectively sought a bailout last week, indicating tighter capital availability for AI scale-up plans, source: Edward Dowd on X, Nov 21, 2025. For trading, Dowd’s view suggests watching NVDA and AI chip peers for downside risk and monitoring credit spreads as a leading indicator; crypto traders tracking AI-linked tokens can use the same credit and equity signals to gauge AI narrative risk in BTC and ETH, source: Edward Dowd on X, Nov 21, 2025.