Microsoft sitting on piles of Nvidia chips. explosive lawsuit alleges hidden risks, misleading statements, and secret financial stress tied to massive AI loans. They will tell you, “We never saw it coming.”

Lawsuits do not mean guilt, but they do mean someone thinks the books were dressed up while risk was buried. If AI demand slows or financing tightens, this kind of leverage does not unwind politely. They will tell you, "We …

READ MORE

Dec 31, Coreweave is on fumes for cash, and announces new loan terms that allow “unlimited equity cures” for “any failure to satisify debt service”…. Jan 26, Nvidia invests $2b at $87/share.

Our entire market and economy is a house of card of debts — ZeroSumTruths (@ZeroSumTruths) January 26, 2026 Meanwhile: TD Cowen had a data center themed analyst letter today that said that Oracle may lay off 20-30,000 people or sell …

READ MORE

Nvidia launches Vera Rubin AI platform at CES 2026, claims 4x fewer GPUs needed vs Blackwell and 10x lower inference token costs

Source: https://finance.yahoo.com/news/nvidia-launches-vera-rubin-its-next-major-ai-platform-at-ces-2026-230045205.html AI powerhouse Nvidia (NVDA) announced the launch of its next-generation Vera Rubin superchip at CES 2026 on Monday in Las Vegas. One of six chips that make up what Nvidia is now calling its Rubin platform, Vera Rubin combines …

READ MORE

Amazon launches its new Trainium3 AI chip to rival Nvidia and Google, and says it’s more “cost effective” than Nvidia’s. The Trainium3 chip has up to 4.4× higher performance and 4× more memory bandwidth.

JUST IN: Amazon launches its new Trainium3 AI chip to rival Nvidia and Google, and says it’s more "cost effective" than Nvidia's. The Trainium3 chip has up to 4.4× higher performance and 4× more memory bandwidth. byu/TonyLiberty inFluentInFinance Amazon stock …

READ MORE

Nasdaq $QQQ posts first red month since March. Nvidia drops red in a full market rally and the 167 line now decides everything. There is ALMOST NO cash on the sidelines. Banking liquidity crisis worsens. We are in first stages of bear market.

JUST IN 🚨: Nasdaq $QQQ posts first red month since March 📉 It was a hell of a run 🫡 pic.twitter.com/SDBAZ4AMoN — Barchart (@Barchart) November 28, 2025 **NVIDIA** A concerning day for Nvidia: trading red amid a broad-based rally in …

READ MORE

Nvidia reports nearly $32B in profit while inventory piles up, AR jumps, and cash flow lags at $24B. A blockbuster quarter masks sliding margins, recycled financing between tech giants

Giant jumps in $nvda inventory and AR levels 🚩🚩🚩 Huge discrepancy between net income declared of nearly $32B and operating cash flow of $24B Accounting stays creative pic.twitter.com/3JlYNbXqiS — 🏴‍☠️ (@calvinfroedge) November 19, 2025 Valuation is 10x forward sales and …

READ MORE

The Big Short returns: Michael Burry is betting against the AI boom, loading 66% of Scion into Palantir puts and 14% into Nvidia puts… UPDATE: Palantir ($PLTR) drops 5% after Q3 earnings, wiping out all gains.

I just read the 13F and Burry isn’t actually 66% short $PLTR since it’s notional value and not real capital so he’s paying a small premium to control big exposure. But symbolically it still matters since he’s betting against the …

READ MORE