The Full Ledger

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Page 10

Apple Now Trades at Twice Nvidia’s Forward P/E

Apple and Nvidia sit within $250 billion of each other in market value, yet one trades at a multiple more than twice as rich as the other. That gap raises a sharp question about…

Omor Ibne Ehsan · 21 hours ago

Will Nebius or Coreweave Reach The Point of Return First?

CoreWeave and Nebius both sold every GPU they brought online in Q2, yet one carries billions in debt while the other runs on customer prepayments. A credit squeeze could expose that difference fast.

Alex Sirois · 22 hours ago