CIRCULAR FINANCING: The $250B Backstop Wall Street Is Ignoring!

A $250 Billion circular financing deal report just triggered a jump in Nvidia Credit Default Swaps, exposing hidden leverage in the AI trade. In today’s Wall Street Truthbomb, Mark Malek compares Nvidia's $3.5 Billion disclosed lease guarantee cap against massive OpenAI backstop headlines to reveal where credit risk actually lives across Big Tech balance sheets. Mark provides a masterclass on vendor financing mechanics, compares current tech deals to the 1990s Lucent Technologies telecom bust, and separates binding contracts from non-binding letters of intent across SK Group and Hut 8 deals. He details why Oracle’s (ORCL) credit rating downgrade to Triple-B-Minus exposes true OpenAI concentration risk, how 15-year data center leases create a maturity mismatch against 3-year chips, and why South Korea's KOSPI index crashed despite underlying memory shortages at Samsung and SK Hynix. Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1Substack: https://substack.com/@wstruthbombsX: https://x.com/WSTruthBombsPatreon: https://www.patreon.com/wstruthbombsBlueSky: https://bsky.app/profile/wstruthbombs.bsky.socialTikTok: https://www.tiktok.com/@wstruthbombsTruthbombs videos are for informational and entertainment purposes only. The views expressed by Mark Malek or guests are their own and do not necessarily reflect those of Siebert Financial. These videos do  not constitute investment advice, an offer to sell, or a solicitation to buy any securities. Past performance is not indicative of future results. Listeners and viewers should consult a qualified financial professional before making any investment decisions.#nvidia  #nvda  #openai  #oracle  #techstocks  #AICapex #CircularFinancing #creditmarkets  #MarkMalek #WallStreetTruthbombs #semiconductorsSupport the show