Carl Quintanilla

@carlquintanilla · Twitter · 2026-08-26 17:59 UTC

MORGAN STANLEY’s Corporate Credit desk, on $NVDA: “.. too early stage, opaque, and sizeable .. Conventional leverage increasingly understates the credit story as ecosystem support sits in contingent, contractual, and potentially off-balance-sheet forms.” https://www.ft.com/content/9a6947bf-9d4e-4489-80b9-2178ea657a67