MQ(@Mar364503):When Jensen announced the $500 billion chip securitisation scheme with some Wall Street big institutions, I said “there will be more similar schemes to be structured and offered to the market”. Then today $AVGO decided to join the game with up to $100 billion. Human never change, so does the financial market. If you learned what happened in the past, you better hope we don’t enter into interest rate hiking cycle anytime soon, as that would potentially kill the AI trades…

2026.08.20 21:08

When Jensen announced the $500 billion chip securitisation scheme with some Wall Street big institutions, I said “there will be more similar schemes to be structured and offered to the market”. Then today $AVGO decided to join the game with up to $100 billion. Human never change, so does the financial market. If you learned what happened in the past, you better hope we don’t enter into interest rate hiking cycle anytime soon, as that would potentially kill the AI trades…

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