AIWatch.

The stock slipped a bit on the news [217.55 at close, though up a bit this morning in premarket], as this handy chart from FT reports.

For your convenience, I have highlighted the scariest bits.

Holger Zschaepitz@Schuldensuehner

$500bn of Wall St money to help Nvidia's customers buy Nvidia chips. Jensen calls compute "an investable asset." This is the chart nobody put in the press release. NVDA 5Y CDS jumps by almost 6bps. The cost of insuring Nvidia debt has doubled since late May, from 41.6 to 77.5,

9:34 PM · Aug 10, 2026 · 19.4K Views

30 Replies · 78 Reposts · 336 Likes

James Chanos@RealJimChanos

It’s not out of the realm of possibility that the next time these guys are all at the same table explaining AI financing is before Congress in 2031…

9:17 PM · Aug 10, 2026 · 103K Views

88 Replies · 80 Reposts · 786 Likes

PS Some other breaking new to watch: Nvidia is releasing a new version of its truly open-source (not just open-weight) Nemotron model, which is good for end users and developers but that could also ultimately undercut places like OpenAI and Anthropic with whom it has deals.