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The $105 billion “favor debt”—Nvidia’s biggest hidden risk lies on its balance sheet
When discussing Nvidia’s earnings report, most people only look at revenue and EPS. But this time, what really deserves attention is the increasingly large “favor debt” on its balance sheet.
Nvidia has committed to providing OpenAI with up to $105 billion in credit and computing support to build an 8-gigawatt hyperscale data center in Ohio. $1.5 billion of that is actual cash investment; the rest consists of credit guarantees and computing commitments.
What does that mean? Nvidia is lending money to one of its
NVDA-2.07%
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Evening Market Updates
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2,091
live-coin
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🚨 JUST IN: Vivek Ramaswamy’s Strive buys 1,100 $BTC worth $85 MILLION.
BTC2.94%
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Alonso’s Premier League debut—why Craven Cottage of all places?
Xabi Alonso’s Chelsea managerial debut has drawn one of the Premier League’s toughest away fixtures—Craven Cottage. Fulham’s home ground may be small, but its atmosphere is as intense as any Premier League stadium. The pitch is narrow, the fans are close, and visiting players often feel they barely have enough room to turn.
Alonso made his name at Bayer Leverkusen with a back-three system built around width and progression down the flanks. But Craven Cottage is precisely one of the narrowest stadiums in the Premier League. Before
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$SNDK Guys, I bought the dip.
SNDK-7.42%
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U has once again enjoyed a great feast
Today’s trades were absolutely ruthless
Bitcoin: 1,500 points in the morning, 1,400 in the afternoon, and 1,700 in the evening
Feeling great$BTC
BTC2.94%
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market update evening
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ZEC 4-hour signal, 95% win rate—are you brave enough to follow?
$ZEC /USDT - LONG
Trading plan:
Entry: 845.28 – 855.98
SL: 799.27
TP1: 889.15
TP2: 914.83
TP3: 953.35
Why pay attention to this setup?
- The daily bullish trend is clear, and the 4-hour chart has just broken through a key level. Entering now is not chasing the top—it’s following the trend.
- RSI on the 15-minute chart is at 57, neither overbought nor weak, leaving plenty of room for further upside.
- TP1 is set at 889 and TP2 at 914, with a risk-reward ratio close to 1:3. The SL is set at 799, making the stop-loss clear.
- Why now
ZEC0.06%
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The hand that set a stop-loss a few days ago was trembling slightly; this morning, I realized that act of filial devotion was unnecessary.
When the price plunged intraday, everyone thought this move was completely over. I saw TRUMP in $TRUMP plunge to around 2.483 and quickly stabilize, with volume not continuing to expand and the pullback holding firm. I knew then that it was a mistaken sell-off and immediately went long.
Now 2.512 is already above the entry price, with +81.97% safely in my pocket. It was truly a painfully slow grind at first, but the result is genuinely satisfying. It feels
TRUMP-7.74%
SOL1.18%
ETH2.24%
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Today is seriously bizarre—trading $SNDK keeps making money! Trading ETH is like being dead; I’m mentally exhausted! But brothers, does making money on sndk feel comfortable and smooth or not 😂 ‌
SNDK-6.63%
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DO YOU KNOW that If you bought $BNB last month, you’d have outperformed someone holding Silver for 45 years ??
This is not a fud against silver , but learn to spot the right investment
Buy BNB while you can
BNB1.83%
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Nvidia’s Earnings Report Is More Than a Chip Company’s Results—it Is the Master Switch for the AI Trade
For the final piece, I want to take a step back.
Why is Nvidia’s earnings report so important this time? Not merely because a chip company is reporting earnings. It is because—it is the master switch for the entire AI trade.
Microsoft, Amazon, and Google disclosed their results a month ago. Strong cloud-business growth eased some concerns, but a sharp increase in capital expenditures from Google and Meta sparked new fears. The market now urgently needs Nvidia to verify one thing—whether inve
NVDA-2.07%
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Lately I’ve been discussing tokens with @i0ybz0. We both love playing conspiracy tokens, market-maker tokens, and bundler tokens. Someone recommended this $Optimus to me. I actually bought this conspiracy token at 300k, rode it for a while and sold, only to look back and see it had already reached 5m...
To be fair, the market really was missing a $TSLA Pair token. I heard this market maker has the money and capabilities, so I bought some back to try it out. I saw that several other KOLs also recommended it—hopefully it won’t disappoint. I’ve already been burned badly by the conspiracy tokens i
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Silver is also holding its own, around 70.
If you like it, you won’t find it hard; this applies to everyone and everything.
$XAG
XAG-0.25%
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this is what we lost & miss
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⚖️ Prediction market traders aren't buying Bessent's bond intervention pitch.
Speculators see 10-year yields hitting new highs in 2026, ending the year ELEVATED from current levels.
That's a bet the Treasury Secretary's moves don't stick.
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$ETH Guys, when you look at the chip distribution, do you focus on the proportion of “profitable positions” or “trapped positions”?
In-depth analysis: I went long at 1881 because I saw an extremely perfect “low-level single-peak concentration.” In the 1800–1900 range, the chips are highly concentrated, indicating that the previous trapped holders had already cut their losses and exited, while new positions from major players had completed their accumulation here. Once this pattern breaks through, there is a vacuum zone above with no selling pressure whatsoever. The 200x leverage profits from
BTC2.94%
GT4.08%
ETH2.24%
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ETHUSDT
Long
Cross 200X
Return %
+5825.42%
Entry Price(USDT)
1,881.23
Mark Price(USDT)
2,514.31
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DivineCrypto:
Firmly HODL💎
ETH long, the second target has been reached as scheduled
Sister Yue dropped heavy hints this afternoon, and we once again made a nice profit on this move
Long position: 2474→2527, capturing 53 points of upside$ETH #BTC三天大涨20%
ETH2.24%
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Dybala and Malen—This Duo Can Tear Apart Fiorentina’s Depleted Side
Roma’s attack is the most exciting aspect of the team this year. Dybala has been in red-hot form during preseason, scoring one goal and providing one assist in the 2-2 draw with Borussia Dortmund, while earning the highest rating of the match. New signing Malen has also shown an impressive ability to adapt, with his pace, dribbling, and finishing all on point. The chemistry between the two is Roma’s sharpest weapon for tearing through deep defenses.
Fiorentina’s defense is missing two key players—Yacine Adli has joined Liverpo
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I'm a $Sol guy and a benz guy
SOL1.10%
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