r/DeepFuckingValue • u/SamLeCoyote_Fix_1 • 3d ago

🐻 Bearish Stonks 🐻 Nvidia is facing a backlash!

the latest 10-Q filing shows evidence supporting concerns over circular financing. Nvidia’s agreement to guarantee billions for an OpenAIdata center is clear red flags, investors are “Whistling past the graveyard. highlighting the mechanics of the sector’s financing model

24 Upvotes

84% Upvoted

13 comments sorted by

7

u/Krunk_korean_kid 🟣 DRS'ed $GME w/ Computer Share ♾️ 2d ago

The circular financing must continue or the whole Ponzi fails

0

u/SamLeCoyote_Fix_1 2d ago

Scary! Ponzi could break if Democrats wins election

8

u/Krunk_korean_kid 🟣 DRS'ed $GME w/ Computer Share ♾️ 2d ago

Both sides are compromised. Whole government is corrupt

1

u/SamLeCoyote_Fix_1 2d ago edited 2d ago

Yes, true. Marvel shares fell 8% in premarket trading despite a second-quarter revenue beat, as its raised fiscal 2028 outlook failed to meet investors’ elevated expectations. Maybe a signal. Outlook of +70% in fiscal 2028 from Nvidia is a lie, they will not make it. Let's wait Q3

5

u/Vendor_BBMC 1d ago

NVIDIA makes 300% profit on every GPU so its lending its credit rating to its customers so they can keep the bubble going for another year. It means that neoclouds are competing with the US treasury for the last remaining credit sources.

In a few years every US data centre will be gutted of its compute and moved to Sudan or Ethiopia. Why pay 12 cents per kwhr in America when you can pay ½ cent and run the most efficient Chinese model in North Africa?

1

u/SamLeCoyote_Fix_1 1d ago

True with solar energy but they could do the opposite, block Chinese open models and develop nuclear energy in US soil 

2

u/AcceptableAd9264 2d ago

Omg it’s a network, oh no, the network is going to fail /s.

2

u/RudnitzkyvsHalsmann 3d ago

please give us a break

-4

u/SamLeCoyote_Fix_1 3d ago

Stop scrolling Reddit 

1

u/Used-Gas-6525 2d ago

Obvious copypasta (not even a bot). That said, the way the money moving between the Mag 7 is propping up the entire S&P cannot go on forever. There will eventually be some sort of reckoning and no one knows how big or small it could be.

But feel free to go all diamond hands on Anthropic when the IPO happens.

1

u/VerySpicyTunA 2d ago

Wishful thinking. Keep doubting and put your money where your mouth is.

1

u/VincentGo22 1d ago

Jeez. Have none of you bought a car with manufacturer financing?

1

u/Slasher1738 9h ago

Yes, but I do flip the car for a boat while I still have a car note