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@amitisinvesting

FINANCIAL TIMES: - Nvidia is partnering with Apollo, Blackstone, Goldman Sachs and others on a massive $500B AI Financing Deal. - Deal could be announced as soon as today $NVDA $GS $APO $BX looks like some more money is getting ready to help build out these datacenters

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105 replies collected of 131 X reports
Santova @1Santova ·

@amitisinvesting Bullish data centers

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Dr Tarik Basturk @Dr_TarikBasturk ·

@amitisinvesting This is huge

2 1
Westminster Penguin ₿ @west_linux ·

@amitisinvesting Just half a trillion, no big deal. 🤣

3 19
King Crimson @garnaenjoyer49 ·

@amitisinvesting Gpu market becoming more and more sustainable

2 1
Diligent Plane @DiligentPlane ·

@amitisinvesting If you’re bearish you’re retaaaaaarded

2 19
Boraks @The_Boraks ·
2 1
The Stock Up @TheStockUp_ ·

@amitisinvesting $500B is one of the largest AI financing packages ever discussed. this is Wall Street betting the datacenter buildout isn’t slowing down anytime soon

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RJ Navarrete @RJNavarrete ·

@amitisinvesting Yeah, the AI trade is clearly over 😭😂🤡

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Investment Assistant. 🔥 @JEsposito97577 ·
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David Goldstein @WagsCap ·

@amitisinvesting bullish for $ORCL

2 2
Stocks “R” Us @Beta_B_Great ·

@amitisinvesting I hope some of this goes to $BE in some way 🤞🏽

2 2
VPTrades @vptrades ·

@amitisinvesting Don't have the clearest of levels up here on $NVDA, but the market doesn't seem to care about this deal down 2.5% on the day. x.com/vptrades/status/20868525…

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Jarad @JaradCapital ·

@amitisinvesting I’ll just put it out here - $IREN

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Scalar Field (YC P25) @scalar_field_ ·

@amitisinvesting $500B is enormous and even if just 10% reaches compute hardware, that’s $50B of demand. Private capital is turning the AI buildout from a capex story into a financing cycle.

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Stonkcast @StonkcastShow ·

@amitisinvesting I think any bank looking at $NVDA net income would gladly do this. As a shareholder, you gotta love this versus what $INTC shareholders got this morning x.com/StonkcastShow/status/208…

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LongBull @LongBullz ·
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Simple Investor 💲💰 @cutehorse999 ·

@amitisinvesting this isn’t a reason to blindly buy AI stocks. It’s a reason to study the quality companies with strong balance sheets, pricing power and real AI demand that are positioned to benefit from this enormous infrastructure buildout.

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Moist Burro @BefuddledBuddle ·

@amitisinvesting Signing with Apollo is attaching yourself to the titanic, it’s all over

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Jackson @Jackson25962755 ·

@amitisinvesting I thought private credit was dead. That was the narrative a few months ago on social media 😂

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JohnnyX @JohnnyXAngelo · 10K

@amitisinvesting Bullish and I smell new all times highs

2 1
The Woof of Howl Street @HowlStWoofer ·
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Asymmetric @r700cancer ·

@amitisinvesting Backstop: US government and the federal reserve. Too big to fail

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CrypBankz📈⛓️ @CryptoBankz_65 ·

@amitisinvesting AI infrastructure is the real deal $NBIS $IREN $CRWV

2 2
AngelaSky @AngelaSky65996 ·
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Since91 @LonzoWayne23 ·

@amitisinvesting This is great for $NBIS

2 2
InsomniaLK @InsomniaLK ·

@amitisinvesting 500B is a staggering number looks like Wall Street is finally matching Nvidia’s ambition. Big days ahead for the datacenter buildout.

2
CredBlack @Credblack1 ·

@amitisinvesting The scale here is just staggering—$500B shows this is no longer just tech, it’s infrastructure. x.com/i/grok/share/149a77f42be…

Trade Control HQ @TradeControlHQ ·

@amitisinvesting The money train continues. This is much bigger than just chips now.

2 1
amit• Precise Market Analysis @kkkk7829 ·

@amitisinvesting The scale here is staggering—$500B isn’t just a datacenter play, it’s a bet on the entire AI decade. x.com/i/grok/share/149a77f42be…

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Robert Sparling @robert26398047 ·

@amitisinvesting Rip nvda

1 2
Moran Ben Hur @moran_benhur ·

@amitisinvesting Nvda is up some 20% ytd and so is RKLB. Which will give out more in 2026?

3 1
Jopac @real_jopac ·

@amitisinvesting Where? In space?

1 1
Alva @AlvaApp · 56K
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WhitePine @WhitePine009 ·

@amitisinvesting Apollo and Blackstone aren’t scared but why you guys are?

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Tomás @peanutbutterfi ·

@amitisinvesting Sounds like legit accounting is in the pipeline

1 1
Marque @Dubbiosismo ·

@amitisinvesting $NBIS extremely bullish

1 1
Mo Ritz @Olympicmonkey ·

@amitisinvesting why is nvda been bleeding all day?

1
Madmax212121 @madmax212121 ·

@amitisinvesting Jesus .. what’s going. On ? Why do they need this ?

1
Milk Road AI @MilkRoadAI · 47K

@amitisinvesting x.com/MilkRoadAI/status/208685… We need this more than ever before!

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EdgeOfAGI @EdgeOfAGI ·

@amitisinvesting $500B to build AI datacenters. That's not a financing deal. That's a land grab for the new oil. The banks aren't investing in Nvidia. They're buying the infrastructure that makes humans optional.

Azimuth @AzimuthMarkets ·

@amitisinvesting The second-order trade may be more interesting than $NVDA: $500B of financed data centers means enormous incremental demand for power, cooling, grid equipment and construction.

Uppercase Capital @foresight1011 ·

@amitisinvesting Junk bonds

1
The Wise Investor 🧠 @TheWiseIC ·

@amitisinvesting Love how you left out Brookfield.

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ABC2019 @MGP20191 ·

@amitisinvesting Chump change

1 1

5 replies whose parent comment X withheld

Priyank Mishra @mishra_priyank ·

@amitisinvesting yeah, though that's the part that nags me. too big to fail worked in 08 because the Fed backstops banks. this risk sits in private credit and insurance, outside that net. can't be allowed to fail and someone actually catches it aren't the same thing here.

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Luca @luke_1977hk ·

@mishra_priyank @amitisinvesting Insurance and pension funds have always been the scapegoats of any financial crisis. They will again pay the price of the upcoming bubble burst. No need to rescue them, they will lose just a tiny percentage of their assets, not enough to trigger central banks or govies attention.

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Priyank Mishra @mishra_priyank ·

@luke_1977hk @amitisinvesting honestly that might be the likeliest path, and the less dramatic one. not a 2008 bang, just a slow bleed across savers who never priced it. the exception is the concentrated vehicles, the private credit funds and BDCs heavy in neocloud debt. not a tiny % for them.

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Luca @luke_1977hk ·

@mishra_priyank @amitisinvesting The funds are heavily concentrated but they represent a tiny portion of the insurance and pension funds assets. Therefore even is they go to zero as they will likely do, the impact on their Institutional clients AUM will be small( 1%-7%max…

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Priyank Mishra @mishra_priyank ·

@luke_1977hk @amitisinvesting yeah, I think we mostly agree. no 2008 cascade, the big pools absorb a few %. the interesting part is that's exactly what lets it stay mispriced, no acute event forces a reckoning, so the loss quietly spreads to savers who never chose it. contained, not costless.

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