Last night, Nvidia (NVDA) in the US stock market fell by about 5%, marking its largest drop since February. Due to the arrangement to provide a $250 billion financing guarantee for OpenAI's Ohio data center, investors are concerned that this arrangement constitutes circular financing between the two companies' financial reports, which could create a false market impression and trigger an AI investment bubble.

After a long period of stability, this minor event and reasonable correction have begun to appear; it is advisable to observe and cautiously add to positions.

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Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the Crown as Nvidia, SK Hynix Slide

Nvidia's biggest bet is looking shaky. Nvidia (NVDA) sank about 5%, its worst day since February, on fears its reported $250B OpenAI financing guarantee is circular financing in disguise, handing Appl...

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