Nvidia reports August 26. The stock has had a rough few weeks. Bond yields spiked, the broader market sold off, and AI infrastructure names got hit harder than most. Michael Burry flagged a startup. The circular financing debate keeps resurfacing. There is no…
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The post The Master of the Margin Call: How Ken Griffin Turned an AI Meltdown into a $4 Billion Masterclass appeared first on 24/7 Wall St.. The AI trade has entered a new phase. After months of relentless optimism, leverage and crowded positioning collided w…
Nvidia is growing revenue at 85% annually yet its valuation multiple tells a different story than most investors expect. Before writing off NVDA as overprice...
When a leveraged AI fund collapsed under the weight of its own semiconductor bets, Ken Griffin saw something most investors missed entirely. Understanding wh...
