“You go buy a car from GM, they don’t call it circular financing, they call it an auto loan.” That’s @ramahluwalia of Lumida taking apart one of the most repeated Nvidia bear cases, live at the Festival of Trading’s Trading AI session. For an hour, he and Franklin Templeton’s Max Gokhman argued through the whole complex: whether private credit is the crack in the build-out, if memory at 7x earnings is cheap or a trap, and where the AI trade breaks. Replays are free with a Real Vision account.
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