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@leto.atr: Milk all over

Leto Atr
Leto Atr
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Saturday 18 April 2026 17:23:52 GMT
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Circular financing is nothing new. It shows up near the top of every capex cycle, and it always looks like growth until the money stops moving. Nvidia invested $30 billion in OpenAI. OpenAI expects to buy up to $600 billion in Nvidia chips. Nvidia books the sale and helped fund the buyer. Round trip revenue inflates the top line without adding a new buyer. Click the LINK to get our full AI trade map.
Circular financing is nothing new. It shows up near the top of every capex cycle, and it always looks like growth until the money stops moving. Nvidia invested $30 billion in OpenAI. OpenAI expects to buy up to $600 billion in Nvidia chips. Nvidia books the sale and helped fund the buyer. Round trip revenue inflates the top line without adding a new buyer. Click the LINK to get our full AI trade map.

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