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John @ The Rock Trading Co.

@The_RockTrading

Makes sense to me. No bubble. There is no bubble. $AMD $ORCL $NVDA $CRWV

Diagram with green and red arrows connecting boxes for NVIDIA at 100 billion buying chips, OpenAI buying chips from NVIDIA and AMD, AMD buying chips, and Oracle at 300 billion giving 10 percent stake, showing cyclical buy chips flows among the entities.

8:18 AM · Oct 8, 2025

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