20260915 - Jensen claims 100× returns on Nvidia's circular financing

Not a Ponzi scheme  https://pivot-to-ai.com/2026/09/15/jensen-claims-100x-returns-on-nvidias-circular-financing/ - blog post  Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips and non-slop sponsorship offers: [email protected] Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Sources: Goldman Sachs Communacopia + Technology Conference 2026 https://stockanalysis.com/stocks/nvda/transcripts/740955-goldman-sachs-communacopia-technology-conference-2026/ Don't Look Up https://www.wheresyoured.at/dont-look-up/ Nvidia lines up $500 billion in financing as CEO Jensen Huang tells CNBC his chips are 'investable asset' https://www.cnbc.com/2026/08/10/nvidia-wall-street-asset-managers-500-billion-ai-push.html NVIDIA AI Factory Compute Is Becoming an Investable Asset Class https://x.com/jensenhuang/status/2086934705207959965 Extras: 1/200 Bonus E23: The AI Scam and the Coming Crash https://www.1of200.nz/podcast/1200-bonus-e23-the-ai-scam-and-the-coming-crash Ghost in the Machine on PBS (US) https://www.youtube.com/watch?v=dLQzVLtvdv8&list=UU9rJrMVgcXTfa8xuMnbhAEA Previously on Pivot to AI: Nvidia Q2 2024 earnings: the market is still on crack https://pivot-to-ai.com/2024/09/01/nvidia-q2-2024-earnings-the-market-is-still-on-crack/ AI slowdown: The only AI guardrails you need are Trump, apparently https://pivot-to-ai.com/2026/09/14/9023/ video: https://www.youtube.com/watch?v=6Y5SpNLoRsY&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA