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@KobeissiLetter That company gonna skyrocket

@KobeissiLetter This looks like lovely stuff for my Nvidia portfolio 🤩

@KobeissiLetter cool, breaking news from 11AM. good stuff!

@KobeissiLetter $Iren

@KobeissiLetter @rdd147 👀

@KobeissiLetter This is Nvidia trying to turn AI demand into funded purchasing power: if customers need data centers but don’t have enough cash, Wall Street supplies the debt. The key question isn’t “is $500B big?” It’s whether the AI cash flows arrive fast enough to service the debt.

@KobeissiLetter Now the banks are getting involved in circular financing. This will end well.

@KobeissiLetter AKA #Unsustainable 🗣️

Stock dropped 3% on this. That’s the tell. Nvidia is helping its customers borrow the money to buy Nvidia chips. That’s vendor financing dressed as an infrastructure deal. Demand you had to fund isn’t the same as demand. Watch whether any of the $500B is actually new capital. Bloomberg’s own sources couldn’t say.

@KobeissiLetter Future junk bonds

@KobeissiLetter $NBIS Bullish!

@KobeissiLetter Got #Gold 👀

@KobeissiLetter Nvidia financing the customers who buy Nvidia chips. That loop is getting very, very big.

@KobeissiLetter $NVDA again wrong move

@KobeissiLetter Nvidia has already announced hundreds of billions in AI commitments this year. This may be repackaging

@KobeissiLetter Banks circling like this tells you the AI capex cycle is nowhere near done. x.com/i/grok/share/7dbc270a81b…

@KobeissiLetter What could go wrong?

@KobeissiLetter The AI boom is entering a very important phase. Wall Street is being asked to finance the infrastructure behind the intelligence economy. $500B isn’t just about GPUs. Its all the components of AI software and hardware. The real AI race may now be a race to finance the future.

@KobeissiLetter When Nvidia pops, so will the entire economy.

@KobeissiLetter $lode and SSOF datacenter land with up to 1.5GW power. Timing cant be better

@KobeissiLetter It is a circle jerk Ponzi. This is an $NVDA bailout believe it or not bc if NVDA cant give customers 💰to buy its chips, the house of cards collapses.

This announcement confirms exactly the tectonic paradigm shift we’re seeing in the debt market: the AI ​​ecosystem has become far too capital intensive to be supported solely by the cash flows of tech giants. By forming this massive consortium with Wall Street titans and private equity funds (BlackRock, Blackstone, Apollo, KKR), Nvidia is moving beyond being a mere hardware vendor and becoming the financial architect of its own demand. In effect, the company is securing its future revenue by providing its customers with access to huge lines of credit (likely through SPV type structures), shifting the risk of construction directly to the private credit markets. The stakes of this $500 billion effort go far beyond the acquisition of GPUs; it’s a race against time to monopolize critical infrastructure. Hyperscalers have realized that the main bottleneck is no longer the availability of chips, but access to data center land and, most importantly, securing long term contracts for power grid capacity. This historic infusion of capital officially transforms the AI ​​boom from a stock market rally into a fundamental restructuring of the bond market and physical infrastructure.

@KobeissiLetter Seems super healthy

@KobeissiLetter My market view ⬇️⬇️ This $500B debt push signals AI infrastructure is entering a leverage-driven supercycle—watch for credit spreads, not just chip stocks. premarketdesks.com/t/tier1-v1-…

@KobeissiLetter $500B 😮‍💨😮‍💨 The end of the bull market will be very very painful

@KobeissiLetter Churros do Chaves. x.com/desviralatabr/status/208…

@KobeissiLetter $500B is a massive number. Private credit stepping in where traditional banks can’t keep up with AI demand.

@KobeissiLetter Circular financing at scale — Nvidia helping fund the buyers of its own GPUs. Interesting times.

@KobeissiLetter Honestly, this is the kind of scale that reshapes how we think about AI's future. x.com/i/grok/share/7dbc270a81b…

@KobeissiLetter What do you think this will look like? Is the $500 billion committed capital or a multiyear financing target, and how is it structured across debt and equity?

⚡ BREAKING: Iran declares the Strait of Hormuz will stay closed until 2029, the end of Trump's term, unless Trump accepts all of Iran's demands, per a senior Iranian source and Majid Shakeri, advisor to Parliament Speaker Ghalibaf. Iran's demands in the US surrender document remain unchanged, $300 billion in compensation, the release of up to $100 billion in frozen assets, lifting all sanctions, US troop withdrawal from the entire region, an end to the naval blockade, and accepting transit fees on every ship.

@KobeissiLetter Ugh. This reminds me of the dot com bubble when Lucent was writing 50 year leases on equipment to dot com companies that had never turned a profit.

These infrastructures will be leased to technology giants, and repayment is reportedly to be made from the rental income generated. Infrastructure and private loan funds generally aim for an annual return of between 8% and 12%. In addition to the $500 billion investment, the repayment method and duration will also be noteworthy.

@KobeissiLetter Big numbers, but raising debt to finance AI feels like borrowing against a future that’s already priced in.

@KobeissiLetter Thanks for sharing. You make complicated stuff simple and practical. Along with @meghaan_s you’re who I follow most.

@KobeissiLetter @grok bullish or bearish $NVDA?

@KobeissiLetter If customers can secure capital more easily, Nvidia could benefit indirectly through stronger demand for GPUs, data centers, and long-term compute capacity.

@KobeissiLetter Or NVDA could just lower prices.

@KobeissiLetter Sounds like an Ai bailout.

@KobeissiLetter @JTheretohelp1 👀

@KobeissiLetter I'm very bullish on AI now.

@KobeissiLetter This is smart as hell for $NVDA, but also a little wild lol. If your customers need hundreds of billions in financing to keep buying your chips, you’re not just selling GPUs anymore. You’re helping finance the entire AI boom.

@KobeissiLetter $500B to finance the AI buildout. The weird part isn’t the size - it’s who ultimately needs this capital to keep the AI flywheel spinning…

Nvidia just rounded up Apollo, Blackstone, BlackRock, Goldman, KKR and Brookfield to help raise $500B so their own customers can keep buying GPUs and building data centers. The AI buildout is no longer self-funding. It’s leverage-funding. Meanwhile I longed QQQ at 720.8 this morning. Because the only thing more inevitable than the debt is the index still going higher on it.

The stock is down 3% on a $500B headline, which is worth sitting with. Bloomberg's sources can't say what form the funding takes, which projects it backs, or whether it's new money at all. Nvidia already runs a $100B AI infrastructure program with Brookfield, and both Brookfield and BlackRock's GIP are in this consortium. These announcement numbers overlap more than they add.

@KobeissiLetter NVDA will always maintain its leadership. So stop trading it and start acquiring.

@KobeissiLetter well, the circle jerk continues @michaeljburry

Nvidia potentially helping finance the infrastructure that ultimately buys Nvidia GPUs is where this AI cycle starts getting really interesting. We’re moving from “customers have enormous demand for GPUs” to “how do we finance enough customers to keep buying them?” Nothing inherently wrong with vendor financing, but it makes demand quality harder to read. At some point I’d want to know how much AI infrastructure demand is being funded by operating cash flow versus debt, private credit and capital supplied by companies benefiting from the buildout.

@KobeissiLetter Corporate bond market getting feed

@KobeissiLetter Circular Financing Pro Max.