Unclestocknotes(@Unclestocknotes):SpaceX reportedly plans $40B in debt to buy Nvidia chips: $10B loans, $30B IG bonds. Potential upside for $NVDA. Management's $100B ARR claim needs cash-flow proof. GPUs can be bought on credit. Interest needs cash. Watch compute pricing, GPU life and debt terms. $NVDA $VRT $ETN $ANET $CRDO $ALAB

Unclestocknotes

@Unclestocknotes

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Unclestocknotes@Unclestocknotes

2026.10.08 02:01

SpaceX reportedly plans $40B in debt to buy Nvidia chips: $10B loans, $30B IG bonds. Potential upside for $NVDA. Management's $100B ARR claim needs cash-flow proof. GPUs can be bought on credit. Interest needs cash. Watch compute pricing, GPU life and debt terms. $NVDA $VRT $ETN $ANET $CRDO $ALAB