More Tales From Nvidia: NVDA’s Cash Balances Stagnate …When Does the Circular Financing Stop? (Issue #195!)
Doug Kass
on
May 21, 2026
When does circular financing stop? Similar to a Ponzi Scheme, when cash outflows become greater than inflows. In this last quarter, $NVDA cash grew by only ~$600, and now ~95% of its operating cash flow is absorbed by circular financing vs ~57% one year ago https://t.co/4SH0Etwfcg pic.twitter.com/r6QZ0HbyHY
— JustDario (@DarioCpx) May 21, 2026
Position: None
- Category: Daily Diary
Posted by Doug Kass
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