NVIDIA NVDA is starting to feel more and more like moving money from one pocket to another. Currently, AI orders under discussion exceed $750 billion. Over the weekend, they just announced a partnership with SK Group worth over $500 billion, and now there's talk of potentially providing a $250 billion guarantee for OpenAI. I sell you GPUs, then I guarantee your loan, and you use the borrowed money to buy my GPUs. Why does this feel so familiar?