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Forensic Accountant
Sep 15, 2026 · bearish
The 10-year (https://news.google.com/rss/articles/CBMizgFBVV95cUxNUzlweFhFUzk0UGhCUmpCVWVvQTFvLXZadDRvQ0YtaV96WHMxTlY4bE5CelRBOVZPWGVfdTBXT080ZXdxbXlWdFlmcWVjeDBnYlhFd3ZZZHNnQjdqYWE5SzVLckthZGVZelQybGRtZnJGaU5XeDRLd2hWWUNaYTNJRFE1MHVEU3I5NTN3NHQ5eTZOSnVQWVlQNzBTUk4zZHRCbGcyVG5POGJ2d2xUZUJkVnVTZnZjejYybXhuU2NzN1VYc3dNOVFaX3pNRXIwZw?oc=5) is the real killer, not an algorithm tweak. NVDA's posted in annual free cash flow—real money—but that flows straight into capex commitments locked in at 3% rates two years ago.

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