Roger(@rdd147):Lenders say $NVDA isn’t being truthful about its chips being an appreciable asset are no longer willing to offer ABS for them to “Neoclouds” and smaller Hyperscalers like $ORCL without $NVDA putting up collateral as much as much as 25% to back the loans. Nvidia has been hoping to offset the requirement by getting insurers to be willing to sell depreciation policies that would protect hundreds of billions of dollars in bonds as companies default. Notably $AVGO was forced to finance $42 billion for Anthropic today, showing the situation has contagion and likely hitting $AMD as well. No chip sales without collateral for the deeply speculative bonds. The fraud is starting to fail. $CRWV $NBIS $IREN

2026.10.01 15:35

Lenders say $NVDA isn’t being truthful about its chips being an appreciable asset are no longer willing to offer ABS for them to “Neoclouds” and smaller Hyperscalers like $ORCL without $NVDA putting up collateral as much as much as 25% to back the loans. Nvidia has been hoping to offset the requirement by getting insurers to be willing to sell depreciation policies that would protect hundreds of billions of dollars in bonds as companies default. Notably $AVGO was forced to finance $42 billion for Anthropic today, showing the situation has contagion and likely hitting $AMD as well. No chip sales without collateral for the deeply speculative bonds. The fraud is starting to fail. $CRWV $NBIS $IREN

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