so creating their own 2008, bad mortgage backed securities
2026-08-14 14:29:01
137
WhyteNation :
it's different this time.
2026-08-13 23:31:15
82
randal_nyc :
Too big to fail. We know what that means
2026-08-14 10:38:27
30
Wunderbolts :
Me watching the ai bubble
2026-08-15 16:43:07
4
Oldman.Ryan :
so is nvidia ultimately paying the interest to the investors? if so isn’t that ultimately shrinking their margins on those chips? that said, very smart of them to pass the risk to investors rather than finance it themselves.
2026-08-14 04:08:06
13
Benjamin Henry :
Yeah ‘backed’ by an asset that depreciates at like 40% per year
2026-08-14 07:36:45
37
Landon :
They will get tax dollars to fix this when it blows up
2026-08-15 23:44:38
1
badberry420 :
those Nvidia GPUs are going to be obsolete in a couple of years.. this shortage isnt going away any time soon
2026-08-14 02:52:56
14
justanotherdude_ca :
This is like a drug dealer setting up financing for his customers 😂
2026-08-15 19:59:04
4
BigAL :
It's a CDO of a CDO!! What's the worse that will happen!!!
2026-08-14 00:21:17
6
Shawn :
This seems like a really bad idea.
2026-08-15 11:44:30
8
:
Thoughts on coreweave s earnings is it still a good short I shorted before the earnings came out 🥲
2026-08-13 19:16:03
3
Sir Arcane :
Or, wild idea, take that half trillion and build more chip factories.
2026-08-16 13:20:34
1
medieval_shrink :
nice. Burry has been saying same thing.
2026-08-14 12:14:09
5
j :
Do you not realize that mortgage backed securities are still, and will always be, a thing? The only issue was the subprime mortgages written, not the securitization of mortgages as an asset class.
2026-08-16 13:43:53
3
Ashley :
I looked at CRWV in January. It was already over leveraged. Crazy someone would loan them more money
2026-08-14 03:06:47
6
Whit Daniel Leather :
What’s the profitable life of a gpu 3 years?
2026-08-14 04:16:26
1
Arjun :
The top 100 people in AI are making all the decisions. I hope they know what they are doing. There is a fine line between vision and disaster.
2026-08-15 17:23:31
2
Escobar :
So like 2008? FML
2026-08-13 22:56:55
2
Benjamin Henry :
It doesn’t sound like it really increases accessibility for gpu buyers cuz they can a loan from any bank. It’s just a specialized extra fund to try to cash in on the demand for these loans.
2026-08-14 07:41:04
1
HeFlipYa :
Most people don’t own 200-500k in AI stock. If the market collapsed for AI it’s not similar to the housing crisis collapse in 2008, it wouldn’t affect the average person. Just their 401k slightly.
2026-08-13 22:30:28
2
yo_Tiffy :
Sounds like a scam
2026-08-14 13:35:43
3
JC🇲🇽 :
Anything to keep the bubble in tact
2026-08-14 15:20:37
2
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