AndrewTheInvestor
Region: US
Tuesday 29 September 2026 17:10:55 GMT
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Static.spread.corp :
I don't know if you've seen the TV show billions but there's a scene where the main character says he wants to become a bank because there's bail outs and bail ins, federal aid and easing. where the government doesn't hunt you down but gives you a nice soft net to land in this feels like Nvidia trying to become the house
2026-09-29 17:28:41
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Boardroom Tapes :
Nvidia's own CFO saw this framing coming: on the August call he said "some will call this circular financing." The lender's borrowers buy its chips.
2026-09-29 22:47:11
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