The hidden warning in NVIDIA's earnings that everyone missed

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Don here...

NVIDIA just made the same mistake Apple made in 2013.

Yesterday's $60 billion buyback announcement was desperate move that signals the end of growth and the beginning of financial engineering.

Brandon called it live: "This may be the death nail to NVIDIA."

Here’s the problem: NVIDIA doesn't have $60 billion sitting in cash to execute this buyback.

They're essentially financing a Ponzi scheme where they lend money to companies like Coreweave... who then use that money to buy NVIDIA chips.

House-of-cards anyone?

In this free replay, Brandon exposes the uncomfortable truths:

  • The customer dependency crisis: Two companies generate 40% of NVIDIA's entire revenue—what happens when they pull back?
  • The financing shell game: How NVIDIA's biggest investment (Coreweave) is burning through $7.9 billion while buying NVIDIA's own products with borrowed money
  • Why June 20th, 2024 marked the end: The institutional dispersion trade that rocketed NVIDIA 250% higher completely broke down—and hasn't returned
  • The options smoking gun: Smart money is now buying NVIDIA puts and selling calls as hedges, not betting on moonshots
  • The energy sector setup nobody's watching: Massive block trades positioning for a breakdown while everyone stares at NVIDIA

Companies that return 40% of revenue to shareholders instead of investing in growth are waving a white flag.

The real question: Will you see the exit before the crowd does?

→ Click here to watch the free breakdown

To your success,
Don Kaufman
Chief Market Strategist, TheoTRADE


 

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