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A few thoughts on NVIDIA and Wall Street’s $500B financing guarantee: This could help protect GPU demand from cash-flow pressures at hyperscalers. If cloud providers can’t fully prepay for GPUs, financing could keep purchases moving. It could also accelerate the expansion of the overall GPU TAM, rather than simply recycling existing demand.#WeakConsumptionFedSplit #SP500EarningsGap #BTCETFsVsLeverage