Milk Road Stocks @MilkRoadStocks · 02 Sep 2026
Jensen's real moat is the financing. For a $50B $NVDA data center, you need a $15B equity check and can finance the other $35B at low cost. TPUs might need double the equity check at higher rates. He's also locked up 70-80% of fab capacity, DRAM, NAND, lasers and capacitors https://t.co/xQAQeQkHhf
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