Much of the leverage is off balance sheet. About 1.12 trillion dollars of leases signed but not yet commenced at Microsoft, Oracle, Meta, Amazon and Alphabet. Nvidia lists 366bn of commitments and a maximum exposure of 108.5bn under guarantees, against 33.4bn of debt. $NVDA

In the 2000 cycle carriers borrowed to lay fiber, and D&A went from 14.0% of revenue in 1997 to 20.8% around 2001. Credit broke first. The six big tech names were at 7.3% in 2025, or 162bn, and consensus has 14.4% in 2028 and 499bn of D&A in 2029. $NVDA $META

S&P 500 is split: #NVDA, #GOOGL and #AAPL are low put/call while another pocket is printing 100s on the put side.
↘️ Put pocket: MO, CI, GLW, COHR, CRWD at 100
➡️ Watch line: 50 on put/call. Below it calls control, at/above it puts take over

🟢 $NVDA BUY PRESSURE
📈 88% buyers | 8.1x vol
#NVDA #bullish #orderflow
🔗 https://voiceofchain.com/event/imb_buy_NVDA_20261013_064023

Kraken launches xStocks Vaults for tokenized equities yield generation
Sep 14 2026 15:31 UTC
#kraken #xstocks-vaults #tokenized-equities #defi-yield #solana #spyx #qqqx #nvda #kamino-protocol #yield-generation

NV Access is very excited to launch: "Accessibility Testing with NVDA"

A comprehensive resource for anyone involved in accessibility testing. Available now from: www.nvaccess.org/product/acce...

#NVDA #NVDAsr #ScreenReader #Accessibility #testing #A11y #New #News #Training #ProfessionalDevelopment

NVIDIA blijft domineren ondanks Microsofts eigen AI-chips

Ondanks Microsofts lancering van drie generaties eigen AI-chips groeit NVID…

https://yieldgraph.nl/blog/nvidia-blijft-domineren-ondanks-microsofts-eigen-ai-chips/ #aandelen #investeren #financien #beursnieuws #nvda #WallStreet #YieldGraph

Cups on cups on cups in the S&P 500 ☕
#NVDA #HOOD #PFE #JPM

trendspider.cc/CupAndHandleScan

#NVDA's biggest dark-pool print hit 226.32, but today's flow flipped bearish vs a call-heavy week.
↘️ Options flow: $28.95M puts vs $7.25M calls
↗️ Dark pool: 99.8% dark share, $1.28B premium
↘️ Technicals: 226.32 below EMA21 at 228.22

🖥 Nvidia Slips 0.52% as Firmus Pulls Australian IPO on Weak Demand

Nvidia traded at $229.28, down 0.52%, after data center operator Firmus cancelled its initial public offering on the Australian Stock Exchange last week, citing weak investor demand.

#NVDA #IPO

https://financier.news/

Nvidia and AMD Shares Tumble as New AI Chip Launches Fail to Spark Investor Excitement, Deepening Selloff Fears

#NVDA #Nvidia #AI https://financier.news/nvidia-and-amd-shares-tumble-as-new-ai-chip-launches-fail-to-spark-investor-excitement-deepening-selloff-fears/

$NVDA options took in $332M by 3:59 pm ET, 1.1 times a normal recent session, close to even at 58% calls. The Oct 16 expiry took 36%. The largest print was the Oct 19 207.5 calls with $11.3M. Shares are down 1.1%. Dealers are long gamma, so their hedging leans against moves.

#META is the tape: $25.65M in sweeps is 63.6% of its options premium.

↗️ Flow center: META $25.65M sweep premium vs $40.32M total
↘️ Put flow: #NVDA 70% put flow vs $9.31M sweeps
↘️ Put flow: TSLA 48% put flow, 0.3x momentum
➡️ Counterweight: #AAPL 12% put flow vs $9.81M sweeps

#META owns the leaders with $13.6M in sweep premium vs MSFT's $5.1M on InsiderFinance, while #NVDA's 60% put flow and #TSLA's 36% keep the tape split.
↗️ Sweeps: META $13.6M vs MSFT $5.1M
↘️ Put flow: NVDA 60% on $2.4M
➡️ Watch: META $13.6M vs MSFT $5.1M

The Q3 2026 Tech Leadership check-in is here.

Check the full infographic for a complete breakdown of growth drivers and key risks! Which sector do you see outperforming in Q4? 👇

#TechStocks #Investing #BlueskyFinance #NVDA

🖥 Nvidia Slips 0.52% as Firmus Pulls Australian IPO on Weak Demand

Nvidia traded at $229.28, down 0.52%, after data center operator Firmus cancelled its initial public offering on the Australian Stock Exchange last week, citing weak investor demand.

#NVDA #IPO

https://financier.news/

#NVDA trades near its lowest P/E since the AI boom began, with quarterly revenue and EPS both up over 100% YoY.

SpaceX's New Debt Raise Stirs Ray Dalio AI Bubble Fears as Investors Brace for a Painful Market Burst

#NVDA #Dalio #AI https://financier.news/spacexs-new-debt-raise-stirs-ray-dalio-ai-bubble-fears-as-investors-brace-for-a-painful-market-burst/

#TSLA packed $312M into 1-day expiry. The week’s most compressed near-dated pile.
↗️ Options: $7.94B calls vs $5.26B puts
➡️ Semis: #NVDA $300.6M premium; TSM 65% put flow
➡️ Level: 7,800 stayed the handle; week finished near 7,815