Latest / Wall Street Truthbombs Podcast
CIRCULAR FINANCING: The $250B Backstop Wall Street Is Ignoring!
A $250 Billion circular financing deal report just triggered a jump in Nvidia Credit Default Swaps, exposing hidden leverage in the AI trade. In today’s Wall Street Truthbomb, Mark Malek compares Nvidia's $3.5 Billion disclosed lease guarantee cap against massive OpenAI backstop headlines to reveal where credit risk actually lives across Big Tech balance sheets. Mark provides a masterclass on vendor financing mechanics, compares current tech deals to the 1990s Lucent Technologies telecom bust, and separates binding contracts from non-binding letters of intent across SK Group and Hut 8 deals…
The skinny
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