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- $212.04
- Now
- $237.75 +12.1%
- Target
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Been digging into the Nvidia $500B financing deal from a couple weeks back and the numbers underneath it are wilder than the headline. Posting the actual sourcing here, full piece with charts is linked at the bottom for anyone who wants the long version. **The deal itself** On Aug 10, Nvidia lined up Apollo, BlackRock, Blackstone, Brookfield, Goldman, and KKR to raise $500B so its own customers can afford more of its chips. Nvidia backstops up to 25% of the …
— ORIGINAL POST ·
Nvidia's customer concentration went from 0% to 61% in four years, right as it agreed to insure 25% of its own customers' loans. Breaking down what the filings and credit markets actually show.
· r/ValueInvesting
· Aug 19, 2026