Nvidia shares hit worst day since May 2026 as circular-financing fears build
GaryMarcus · x · 2026-07-28
Nvidia suffered its worst selloff since May 2026 as investors grew more worried about claims that the company is using circular financing to help customers buy its chips.
The attached chart underscores the sharp move in NVDA, while the post frames the concern as part of a broader AI hardware bubble comparison to Cisco and Nortel in the 2000 telecom boom.
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