A post by @DeItaone on X.
$NVDA - NVIDIA DOWNGRADED TO HOLD AS $165 BILLION AI FINANCING EXPOSURE RAISES CONCERNS
@DeItaone on X
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Aletheia Capital downgraded Nvidia ($NVDA) from Buy to Hold and pulled its $340 price target, flagging concerns over the company's $165 billion AI financing exposure tied to its AI Computing Partner program. The broker cited potential internal financial risks from the program, which extends credit and financing support across Nvidia's AI ecosystem. The downgrade matters because it questions whether Nvidia's AI-driven revenue growth carries hidden balance-sheet risk beyond its core chip business. Investors will watch for further detail on the partner program's structure and any follow-on analyst revisions to Nvidia's rating and target.
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Nvidia (NVDA), Aletheia Capital, Walter Bloomberg
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