nvidia

nvidia

Can Nvidia Chips Carry a Loan? IREN's $2.4 Billion Test

IREN borrowed against Nvidia chips twice in 2026: $3.65 billion at 6% in June, with Microsoft on the contract, and $2.4 billion at 9% in August from Blue Owl, with no hyperscaler. Macquarie alumni run the borrower, and Blackstone and Goldman alumni staff the lender.

Paid · Sep 2026

Workforce Insights

Occam’s Razor & Michael J. Burry MD

The Simplest Short in the Market Might Be Hidden in the Workforce

Paid · Nov 2025

nvidia

Big Tech Jobs Got Shipped Offshore.

They are not coming back.

Paid · Nov 2025

nvidia

Nvidia Funded Intel’s Fabs, AMD Stole Its Engineers

AMD & OpenAI Trillion Dollar Partnership

Paid · Oct 2025

nvidia workforce

The NVIDIA Workforce Bombshell.

Exits, and offshoring buried in data NVIDIA won’t share.

Paid · Aug 2025

Research analyst

$AMD 4% drop after earnings? Not even worried

This quarter was a greenlight.

Paid · Aug 2025

Google

The Headcount Heist

How Big Tech Is Quietly Replacing American Jobs - And Getting Away With It

Paid · Aug 2025

nvidia

NVIDIA, AI Jobs & Stock Market Chaos - What Comes Next?

The Hidden Hiring Trends No One’s Talking About

Paid · Feb 2025