@SpaceX plans to raise $40B to buy $NVDA's advanced AI chips. Apollo Global Management ($APO) is leading the deal, selling $10B in loans and $30B in debt. SpaceX’s BBB rating allows pension and insurance funds to buy the debt and fuel the chip expansion. PEG ratio: - Nvidia 0.51 - Apollo 0.99 Seeking Alpha Quant Ratings: Nvidia = Strong Buy Apollo = Hold, on a weaker Growth grade Is AI infrastructure now a credit story? ▻
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@SpaceX plans to raise $40B to buy $NVDA's advanced AI chips. Apollo Global Management ($APO) is leading the deal, selling $10B in loans and $30B in debt. SpaceX’s BBB rating allows pension and insurance funds to buy the debt and fuel the chip expansion. PEG
$NVDA$APO
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