🎯 Nvidia's credit insurance suddenly went viral
📰 Nvidia's CDS has become one of the most active products in the U.S. stock market. The cost of hedging bond default has doubled this year, and it has also been added to the CDX investment-grade index
💬 In plain terms, the market is buying insurance for the AI bubble. With $6.9 billion in notional principal over half a year, smart money is hedging—crypto beta is also keeping pace with the heartbeat
🏷️ #英伟达 #CDS #AI泡沫 #credit risk
📰 Nvidia's CDS has become one of the most active products in the U.S. stock market. The cost of hedging bond default has doubled this year, and it has also been added to the CDX investment-grade index
💬 In plain terms, the market is buying insurance for the AI bubble. With $6.9 billion in notional principal over half a year, smart money is hedging—crypto beta is also keeping pace with the heartbeat
🏷️ #英伟达 #CDS #AI泡沫 #credit risk