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Nvidia To Raise $20BN In Debt From First Bond Sale Since 2021, As AI Debt Frenzy Goes Parabolic

Nvidia To Raise $20BN In Debt From First Bond Sale Since 2021, As AI Debt Frenzy Goes Parabolic Over the weekend, we published a length report analyzing what we dubbed "the $1.8 trillion off-balance sheet time bomb at the heart of the AI supercycle",  which focused on the recent surge in popularity of off-balance sheet SPVs, as well as $1 trillion in long-term purchase commitments, and $800bn in lease commitments, which support the AI buildout, and do so by masking the true funding costs of the AI buildout, yet which...
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Aug 13, 2026 / Tyler Durden
Tailing 30Y Auction Prices At Highest Yield In 25 Years
Tailing 30Y Auction Prices At Highest Yield In 25 Years After yesterday's ugly 10Y auction, moments ago we got the last of the week's refunding auctions, when the Treasury sold $25BN in 30Y paper (the same paper that has seen yield shoot up in the past week, ever since Warsh's most recent FOMC meeting in which he left the long-end hang out to dry), and just like the 10Y auction before it, this one was also rather deplorable. Pricing at a high yield of 5.216%, the auction tailed the When Issued...
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Jul 26, 2026 / Tyler Durden
Activists Target WNBA Player After She Takes Stand Against Trans Agenda
Activists Target WNBA Player After She Takes Stand Against Trans Agenda The WNBA only has two real stars with any meaningful popular following - Caitlin Clark and Sophie Cunningham.  Both of them built reputations as underdogs in a sport traditionally dominated by minority players espousing far-left politics.  Both of them have been mistreated in the past by a league that tends to play nursemaid to those same players.  The WNBA has long been a cultural joke, not just because its reputation for low standards of athleticism, but because they are constantly...
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Sep 3, 2026 / Tyler Durden
Is Geothermal Energy The Next Hidden AI Power Trade
Is Geothermal Energy The Next Hidden AI Power Trade Submitted by QTR's Fringe Finance Before I get into today’s idea, let me remind readers that I believe there is a very real chance that the AI boom could be coming to an end later this year and into early next year. I detailed my thoughts on why the AI boom could end in an article called “The Real AI Crash Will Start This Year” that I published two weeks ago. I supplemented this piece with another article last week called “8 Sharp Bear...
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