> Nvidia is basically the WorldCom of the present era. Bernie Ebbers died penniless in a jail cell.

It can happen to Huang too.

Goldman Sachs reports that the big 5 AI hyperscalers are right now carrying $3.2 trillion dollars in off balance sheet debt.  $685B comes due in 2027 (and will have to be rolled over at much much higher interest rates) at the same time they’re looking to issue several trillion dollars in paper to finance more construction in the coming year.

Oracle credit default swaps are headed for 1,000+ points.

 wrote:Goldman Sachs reports that the big 5 AI hyperscalers are right now carrying $3.2 trillion dollars in off balance sheet debt.  $685B comes due in 2027 (and will have to be rolled over at much much higher interest rates) at the same time they’re looking to issue several trillion dollars paper to finance construction in the coming year.

Oracle credit default swaps are headed for 1,000+ points.
I bet the neoclouds are in worse financial shape.

 wrote:I bet the neoclouds are in worse financial shape.
CoreWeave bonds yield over $16%, credit default swaps are priced at 1,285 basis points,

Are you ALL IN?
         \

rockon fire

 wrote:Goldman Sachs reports that the big 5 AI hyperscalers are right now carrying $3.2 trillion dollars in off balance sheet debt.  $685B comes due in 2027 (and will have to be rolled over at much much higher interest rates) at the same time they’re looking to issue several trillion dollars in paper to finance more construction in the coming year.

Oracle credit default swaps are headed for 1,000+ points.
So in other words, buy now or be priced out forever?

 wrote:So in other words, buy now or be priced out forever?
By now.  The world needs bag holders.

October 26, 2026  Anthropic is losing $80 billion on paper, but turned a $974 million profit in the second quarter
https://finance.yahoo.com/markets/artic … 36487.html

Jun 26, 2002  WorldCom Admits to Inflating Earnings by Nearly $4 Billion
https://www.pbs.org/newshour/economy/bu … dcom_06-26

kermit.png

> Nvidia is basically the WorldCom of the present era. Bernie Ebbers died penniless in a jail cell.

Nvidia is basically the WorldCom of the present era. Bernie Ebbers died penniless in a jail cell.

Re: Nvidia is basically the WorldCom of the present era. Bernie Ebbers died penniless in a jail cell.

Re: Nvidia is basically the WorldCom of the present era. Bernie Ebbers died penniless in a jail cell.

wrote:

Re: Nvidia is basically the WorldCom of the present era. Bernie Ebbers died penniless in a jail cell.

wrote:

Re: Nvidia is basically the WorldCom of the present era. Bernie Ebbers died penniless in a jail cell.

Re: Nvidia is basically the WorldCom of the present era. Bernie Ebbers died penniless in a jail cell.

Re: Nvidia is basically the WorldCom of the present era. Bernie Ebbers died penniless in a jail cell.

wrote:

Re: Nvidia is basically the WorldCom of the present era. Bernie Ebbers died penniless in a jail cell.

wrote:

Re: Nvidia is basically the WorldCom of the present era. Bernie Ebbers died penniless in a jail cell.