Domo’s Insolvency as an Industry Bellwether: How One Failure Rewrote Risk Maps — and Why I Was Wrong

https://wiki-triod.win/index.php/How_Ignoring_Massive_AI_Infrastructure_Investments_Can_Cost_Finance_Teams_%C2%A310_Billion:_Questions_Every_Investor_Should_Ask

When Domo, a mid-sized chemical supplier, filed for insolvency, I treated it as a contained event. I assumed the firm's weaknesses were idiosyncratic: mispriced contracts, weak balance-sheet liquidity, and poor margin management