Nvidia's credit risk is spiking again — and it's worth paying attention to.
The 5-year CDS spread for $NVDA just hit ~79.8 bps, more than double where it was in late May and close to the July peak of 83.7 bps. That's not a small move.
What's driving it? Nvidia announced a partnership with Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR to help source up to $500 billion in financing for AI infrastructure. The twist: compute power itself is being used as collateral.
This is wh...
I called $LINK at $6 the opportunity of a lifetime. Still think so.
It's breaking out now, and there's this massive bullish divergence across the 3-day, weekly, and daily charts. That usually means more room to run.
I'm watching $11 and $15. First target might take about a month, second one a bit longer.
Feels like the bottom's already in, but who really knows. Just what the charts are whispering.