Sell NVDA by May 29, 2026.

5B revenue. 894% debt-to-equity. Negative 30B. This is a GPU rental company. They buy Nvidia chips and rent them out. That's the whole business. And the rental math is broken. H100 rates went from 2.50. Utilization runs 60-70% when the loans assume 80%+. The GPUs die in 1-3 years but they're depreciated over 5-6. Here's the part nobody wants to talk about. Nvidia funded this. Nvidia has \~$110B invested across neoclouds like CoreWeave, OpenAI, xAI. OpenAI's CFO said out loud …