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A comment on Nvidia shares are down after report that its OpenAI investment stalled. Parent comment
90% of their stock is being used as collateral against 33 banks for 18 billion stargate loan to OpenAI.
Given Japanese bond markets right now, 30% circular financing, if the AI narrative falls, ARM is gonna blow up.
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90% of their stock is being used as collateral against 33 banks for 18 billion stargate loan to OpenAI.
Given Japanese bond markets right now, 30% circular financing, if the AI narrative falls, ARM is gonna blow up.