Orders
Rate Of ReturnNvidia isn’t just selling GPUs anymore. Backstopping $250B for OpenAI and taking equity in NAVER means they’re building the actual AI economy. That’s long-term lock-in. Oil falling back to $90 removes the biggest macro headwind, so Fed has room and earnings can shine. This isn’t a bubble, it’s infrastructure being financed like telecom in the 90s.
☕️ [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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