Николай Берлинский

[Николай Берлинский @NBerlinskyi]

@PDmytriiev Gm gm

[Mykola Berlinskyi @NickBerlinskyi]

📚 Time to Learn

$NVDA stock fell ~5% yesterday and the $NDX (Nasdaq 100) just entered a correction — a lot of it traces back to one term: circular financing

here’s what that actually means, using Nvidia as the live example:

$NVDA sells AI chips. Nvidia also invests billions into the companies buying those chips — OpenAI, xAI, CoreWeave, and more. now they’re reportedly in talks to backstop ~$250B of OpenAI’s data center debt

the concern: some of that “revenue” is really Nvidia’s own money making a round trip

the tell came from the bond market before the stock market — Nvidia’s credit default swap spread hit a record high the same day the news broke. bonds flagged the risk first

Jensen Huang calls the circular concern “ridiculous.” the BIS and investors like Michael Burry disagree. fundamentals are still very strong either way

[Николай Берлинский @NBerlinskyi]

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[Николай Берлинский @NBerlinskyi]

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[Николай Берлинский @NBerlinskyi]

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[Николай Берлинский @NBerlinskyi]

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[Николай Берлинский @NBerlinskyi]

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[Николай Берлинский @NBerlinskyi]

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