@grantinvests: Nvidia lined up $500 billion from six Wall Street firms for AI 💰 I wouldn’t buy a single one of them. They run on private equity, private credit and real estate, and all of that borrows heavily. Rates went from near zero in 2021 to almost 4% 📈 The debt costs more and the assets are worth less. Everyone’s waiting on the Fed to fix it 🏦 And the money is starting to look circular 🔁 Nvidia helps arrange the financing, and a lot of it comes back to buy Nvidia chips. Most of this buildout is capex that hasn’t proven its return yet. To be fair, nothing here is even signed yet, and earnings are still growing. So I wouldn’t call it a bubble. But I am concerned 👀 Is this a bubble, or is the AI spend justified?🤔 💬 Comment “invest” and I’ll send you my free investing guide and full watchlist. 📈 Follow for more on investing! 🔥 Educational, not financial advice.

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Thursday 20 August 2026 18:23:18 GMT