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AI Short Sellers Hold Back as Nvidia Growth and Data Center Debt Split Wall Street

AI Short Sellers Hold Back as Nvidia Growth and Data Center Debt Split Wall Street
  • Finance
  • Infra & Chips

Wall Street's AI skeptics are finding more targets in the infrastructure boom, but many are still holding back from a full-scale short trade. The split is becoming sharper: bears point to debt, circular financing and model-lab losses, while bulls can still point to Nvidia's accelerating revenue and persistent compute demand.

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