I found a $45 billion number that vanished from NVIDIA's SEC filings

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Dean Lee

Real-time AI & tech analysis through economics & game theory. Follow the incentives: who wins, who pays, what happens next. Master’s in Business, CUHK

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  Master’s in Business, The Chinese University of Hong Kong (CUHK)

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  he/him

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  Quantitative finance professional in stochastic models and option pricing.

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  Jul 16, 2026

• Aug 20

This is a useful reminder that the interesting number is often the one that changes classification, not the headline subtotal. Once a line item moves or disappears, the question becomes whether the exposure changed or the accounting map did. Those are very different risks.

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