🔔 𝗡𝘃𝗶𝗱𝗶𝗮'𝘀 𝟱-𝘆𝗲𝗮𝗿 𝗖𝗗𝗦 𝘁𝗿𝗮𝗱𝗲𝘀 𝗮𝘁 ~𝟯𝟴 𝗯𝗽𝘀, 𝗯𝗲𝗹𝗼𝘄 𝘁𝗵𝗲 𝗨𝗦 𝘀𝗼𝘃𝗲𝗿𝗲𝗶𝗴𝗻 𝗖𝗗𝗦 𝗮𝘁 𝟰𝟬 𝗯𝗽𝘀 — markets now price NVDA as less likely to default than the US government. FY2026: ~$8.5B debt vs ~$10.6B cash, nearly $100B free cash flow. Even at -90% earnings, it would rank among the world's 100 most profitable companies. 𝗛𝘂𝗽𝘇𝘆 𝘁𝗮𝗸𝗲: This is a structural shift in how markets price risk. When a single tech company's creditworthiness eclipses the US sovereign, it signals extreme capital concentration in the AI infrastructure trade. For crypto, two read-throughs: (1) the AI capex cycle remains the dominant institutional narrative, supporting AI-themed tokens and validating the broader tech liquidity environment, and (2) massive equity strength in legacy tech names competes for the same institutional dollars that might otherwise rotate into BTC. Watch whether this AI equity dominance starts to show up as reduced crypto-AI token correlation or as a liquidity drain from risk assets. --source: https://x.com/KobeissiLetter/status/2061587962224325092 Track real-time signals & trade → https://hupzy.com/trending(Hupzy (Spot On Chain))