in postNVDNVDASHORTFIRST CALL

“All that debt-funded capex about to get more expensive”

Hawkish Warsh Fed signals rate hikes, raising cost of debt-funded AI capex that has propped up chip stocks

NVDNVDASHORT@ $211.35

$199.80+5.47%

since call Jun 18

peak +9.5%

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