OASIS FORUM Post by the Golden Rule. GoldTent Oasis is not responsible for content or accuracy of posts. DYODD.

Cap’n 9:54, I think he missed mentioning the marketable securities.

Posted by ferrett @ 16:04 on November 20, 2025  

I listened to it a 1.75x speed …. inventories, receivables etc. but NV also has $49bn of “Marketable Securities” in current assets, along with receivables, cash and inventories. Half of that is USTs, but $22bn is corporate debt. In other words, they’ve lent customers money so that they can buy their stuff.

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Post by the Golden Rule. Oasis not responsible for content/accuracy of posts. DYODD.