Leveraged bets on Bitcoin, Tesla, Nvidia, Adani foreshadow a looming global margin call; Nvidia below $140 becomes problematic. Won’t be long.

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NVIDIA’s revenue strategy reveals red flags:

  • Sophisticated workarounds for U.S. AI chip export restrictions.
  • Singapore sales skyrocketed from $1B to $7.7B, surpassing Taiwan and China.
  • Singapore acts as a strategic billing hub, raising DOJ scrutiny concerns.

NVIDIA’s 4D chess sidesteps regulations, but the fallout may hit hard.

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