NVIDIA
Enduring value guardianWhen Nvidia starts financing $250B data centers instead of just selling chips, the demand story gets fuzzy. Is anyone actually making money, or are we just passing the bag? NAVER popping 20% on a tiny stake shows how thin the liquidity is. Oil down helps, but with Big Tech + Fed this week, one miss and this unwinds hard.
☕️ [Task Coins Giveaway] Daily Market Talk — Nvidia Bets $250B on OpenAI as Oil Tumbles Toward $90
A blockbuster weekend for the AI trade. Nvidia (NVDA) is in talks to backstop about $250B of financing for an OpenAI mega data-centre and took a roughly 4.5% stake in Korea's NAVER, which jumped aroun...
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