MELIUS: “.. We have at least 5 trillion-dollar plus companies .. that have to issue hundreds of billions in securities .. The amount of paper is so large it has become the primary risk to the AI trade .. We are cutting some targets (NVDA, [to $315, prior $420] .. AMD, AVGO, MRVL, DELL, QCOM, CRWV)” CQ Cnbc 02-NOV-2026 06:55 AM ET