677
Peter Thiel dumps entire Nvidia stake, slashes Tesla holdings amid bubble fears
(www.investing.com)
Anyone hear a loud hissing sound?
this post was submitted on 17 Nov 2025
677 points (96.9% liked)
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Can we get a TL;DR for those who hate clickbait, please?
You may ask what are NDFIs ?
(NDFIs) such as broker-dealers, hedge funds, private equity and credit funds, securitization vehicles and subprime auto lenders. Such lending to the financial sector has helped fuel record-high leverage among hedge funds, decade-high leverage among primary dealers, record-high and rising margin debt, and record-high and rising repurchase agreement (repo) lending to hedge funds and others, which in turn has helped fuel record-high asset prices in many cases
source again https://adamjosephson.substack.com/p/ndfi-loans-are-far-larger-than-we
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(2 replies)
Ready to pump this beatch?
Soo... gold and silver then? No clue how crypto is gonna hold up.
Wait, crypto is still alive?
Well, Bitcoin is down about 25% from it's high a couple months ago so there's that.
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