quote: Another day, another CDS blowout. AVGO +5bps, NVDA +1bps, both new record wide. Bondholders are done subsidizing massively overpriced GPUs, TPUs and memory chips https://x.com/zerohedge/status/2092053833660662255 | The CDS eruption continues: Broadcom CDS up 5bps to a new all time high, NVDA also at record wide every single day now. Maybe that $100BN off-balance sheet SPV wasn't the best idea https://x.com/zerohedge/status/2090633009951084724

quote: Another day, another CDS blowout. AVGO +5bps, NVDA +1bps, both new record wide. Bondholders are done subsidizing massively overpriced GPUs, TPUs and memory chips https://x.com/zerohedge/status/2092053833660662255 | The CDS eruption continues: Broadcom CDS up 5bps to a new all time high, NVDA also at record wide every single day now. Maybe that $100BN off-balance sheet SPV wasn't the best idea https://x.com/zerohedge/status/2090633009951084724

Source:https://x.com/zerohedge/status/2092372650286780485