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TBD
TBD|6月 02, 2026 14:09
Nvidia's CDS just slipped below US sovereign debt. Per @grok, the 2 bps spread is pure balance sheet: $10.6B cash against $8.5B debt with ~$100B in FCF. @nvidia's credit metrics are exceptional on their own terms. tbd.vote/campaigns/18974 (TBD)
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