According to @KobeissiLetter, J.P. Morgan estimates the AI boom will drive roughly $1.8 trillion in new bond sales in 2026, signaling a major supply increase that markets must price. According to @KobeissiLetter, Magnificent 7 CapEx is currently running at an annualized pace above $600 billion. According to @KobeissiLetter, this is being framed as the biggest wave of investment in U.S. history. Traders should watch Treasury yields, IG/HY credit spreads, and liquidity-sensitive assets such as BTC and ETH for knock-on effects from the projected issuance and CapEx reported by @KobeissiLetter.