The article discusses concerns about a potential bust in the AI supercycle, focusing on financing challenges faced by neoclouds and Frontier Labs in raising debt. Chipmakers like Nvidia are currently supporting AI infrastructure financing through credit backstops, lease guarantees, and strategic investments. If Nvidia can prove that GPUs retain value longer than typical depreciation estimates, it could ease collateral concerns and help sustain financing growth. The author also shares a personal investment philosophy centered on high-risk, speculative trading with a focus on thematic growth areas like AI.
As investors weigh the challenges in AI financing discussed in the article, Nvidia shares show resilience on Pluang. As of Oct 03, 2026 20:21 WIB, NVDA trades at USD 233.95, near its 52-week high of USD 235.75, with a 1-day gain of 1.34%. Despite a majority of Pluang orders being sells at 79%, the stock maintains a strong market cap of $5.65 trillion and a typical hold time of 115 days, indicating sustained investor interest in the AI chipmaker.
NVIDIA reported $89.02 billion in Data Center revenue for Q2 fiscal 2027, a 117% year-over-year increase, driven by AI agents consuming five times more tokens than humans. This surge in token demand is fueling rapid growth in advanced data center har...
Nvidia's stock surged 3.9% this week, reaching record highs amid a strong Nasdaq 100 performance and semiconductor sector gains. Meanwhile, concerns over French debt have intensified instability in the Eurozone, contributing to a 1.73% drop in the iS...
Cerebras Systems' stock has fallen about 50% since its May IPO, hitting its lowest price as it lost a major inference workload contract for OpenAI's GPT-6.1 Sol AI model to Nvidia. This setback, combined with insider selling following the expiration ...
Nvidia's stock reached a new all-time high on October 2, 2026, fueled by a $150 billion share repurchase program and strong demand from key customers. Morgan Stanley analyst Joseph Moore named Nvidia his top semiconductor pick and set a 12-month pric...
Nvidia Corporation has been upgraded to a Strong Buy rating due to stable valuation multiples, strong earnings revisions, a stock buyback program, and positive technical signals. The forward price-to-earnings ratio remains steady around 24x, even wit...
