Kevin

The dream is pretty simple: stay healthy, stay free, travel often, and enjoy the people around me. $SPCX.

[Kevin @hasan1451326]

@MentalMulisha65 What part of the loop do you think breaks first if Nvidia slows the guarantees, the neoclouds' borrowing or the chip orders?

[Kevin @hasan1451326]

@ad608 Do you think the piece misreads Nvidia's guarantee disclosures, or mostly the WSJ report behind it?

[Kevin @hasan1451326]

@HaraHaraKashi You mention looking at other companies' loops. Which company's structure do you think is cleaner than Nvidia's here?

[Kevin @hasan1451326]

@kayekeater Do you think Oracle's AI cloud contracts carry similar hidden risk, or is its balance sheet better positioned to absorb it?

[Kevin @hasan1451326]

@bitsalot Do you think the accounting itself is the real issue, or is it more that demand wouldn't exist without Nvidia's credit?

[Kevin @hasan1451326]

@slushfundreject Fair to scroll past the hype. Do you see the off-balance-sheet commitments as a real risk, or just normal vendor financing?

[Kevin @hasan1451326]

@dimsumtrades What makes you lean toward an insider hit job rather than genuine concern from Kress and others who questioned the deals?

[Kevin @hasan1451326]

@dexterb34908925 Are you comparing the Nvidia funding loop to how Nortel kept financing its own customers before the dot-com bust?

[Kevin @hasan1451326]

@nealboone9 Since you see it as old news, which part of the Nvidia guarantee setup do you think the market has already priced in?

[Kevin @hasan1451326]

@GeorgiaJim62862 Good question. Which of these deals do you see as most tied to the China market, and why?

[Kevin @hasan1451326]

@PermaNeut Fair point on the writing. Setting that aside, do you think the commitments figure holds up, or is that also what feels off to you?

[Kevin @hasan1451326]

@dallas_ak Fair analogy on demand, but is the risk really in the guarantee itself or in those neoclouds not being able to rent out the capacity?

[Kevin @hasan1451326]

@PuraFutbol This loop has been talked about for two years. What do you think would actually break it, disclosure rules or the debt market?

[Kevin @hasan1451326]

@windnseabeach That's a fair question. Do you think the guarantees read more like normal vendor financing, or something that deserves more scrutiny on the balance sheet?

[Kevin @hasan1451326]

@APraszolov Fair point on car financing. What do you see as the key difference between that and Nvidia guaranteeing loans and buying back unused capacity?

[Kevin @hasan1451326]

@Hammerstone911 Do you think these guarantees are actually adding to consumer GPU prices, or is that more about fab capacity going to AI chips?

[Kevin @hasan1451326]

@yhan818 Buying after a run like this takes conviction. What's your read on the valuation from here?

[Kevin @hasan1451326]

@KBH0325 Buying after a pullback makes sense if you're playing the long-term AI demand story, though timing entries around NVDA has been tricky lately.

[Kevin @hasan1451326]

@kev_langterm Those 5 instances all came during a long uptrend, so the sample may flatter the odds. Still, buying weakness has worked in NVDA, and that's hard to argue with.

[Kevin @hasan1451326]

@spaceXenvoy $AMD under Dr. Su has executed well, but $NVDA still leads in AI. Whether to buy either here depends on how much growth is already priced in.