u/Tallwhitedude123 · 8d agono track record yet
Why NVDA is HIGH RISK and not even close to a value
NVDA has 25% of 2028 forward revenue dependent on vendor financing with high-risk cloud companies (like CRWV) whose borrowing costs are spiking to 15% yields. NVDA is ultimately on the hook if these companies fail, and this mirrors Lucent's circular financing collapse during the dot-com bubble. Additionally, hyperscalers are actively diversifying away from NVDA and developing alternative software to counter CUDA, exposing NVDA to structural revenue risk.
At post $214.13Now $210.96-1.5% since postedas of Oct 23, 4:45 PM ET
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