$NVIDIA(NVDA.US)context: Nvidia is actively investing in AI related companies with the hope of strengthening the AI ecosystem. Below is just some of the investment:
1. Anthropic: US$10 billion, Jul 2026
2. Nebius: US$2 billion, Jan 2026
3. Iren: US$2.1 billion, 2026
4. Corning: US$3.2 billion, 2026
5. Marvell: US$2, 2026
While N$Netflix(NFLX.US)vidia have every right to do some when sitting on ~US$100 billion free cash flow as of FY2026, it is creating a circular financing that can cause an AI bubble.
My trade: Trim Nvidia shares
Takeaway: If Nvidia want to invest, investor would rather see the money goes to end users and infrastructure companies that is not related to IT like power generation and healthcare.
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