Nvidia to CoreWeave: Is $500B of AI Debt Freezing Housing? | Stock Market

We put Steve Eisman's latest wrap through a Graham-Dodd lens: Nvidia's leadership shock, CoreWeave's 15% debt and a $500 billion AI borrowing bill that competes with Treasuries for the same capital. With housing frozen by high long-term rates, we show why operating cash flow, not hype, now separates durable businesses from fragile ones.

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Chapters

(0:00) Bond Yield Curves Diagnosis

(1:39) Crowding Out Relief Cycle

(3:00) Nuanced Bull Case

(4:08) Crowding Out Relief Cycle

(5:50) CoreWeave Cash Burn Trap

(9:04) Nebius Funding Unproven Revenues

(10:41) Picks & Shovels Cisco

(11:42) Locked Housing Market Risk

(16:32) Crowding Out Relief Cycle

(19:38) Intelligent Value Investor Apps

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Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.

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Disclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.

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