๐Ÿ’ฅ Amazon + OpenAI + Nvidia: The $38B Shockwave

Isleigh
11-04

When giants collab, small caps tremble. Amazon's reported $38B deal with OpenAI to secure Nvidia chips isn#t just a headline โ€” it's the nuclear ignition of the next AI arms race. โšก

This partnership cements three forces in motion:

โœ… Amazon becomes not just a cloud provider but a computing superpower.

โœ… OpenAI gets compute certainty for GPT-5 scale models โ€” priceless in a GPU-scarce world.

โœ… Nvidia secures dominance deeper into the enterprise layer.

The question isn't whether NVDA can hit $300 โ€” it's whether anyone else can catch up. Short term, the stock might stall near $270 resistance if profit-taking kicks in, but the November-December liquidity tailwind could propel it higher, especially if guidance stays hot.

Yet, watch the ecosystem: CRCL, ORBS, and RZLV could benefit from downstream demand, fintech rails, AI-commerce, and decentralized compute all plug into this data-heavy cycle. These are the stealth winners when hyperscaler spend ramps.

AMD might fight for share, but NVDA just turned the chessboard again.

This deal isn't a sprint to $300 โ€” it's the opening move of a trillion-dollar rerun. โ™Ÿ๏ธ

I'm not a financial advisor. Trade wisely, Comrades! ๐Ÿ’นโš”๏ธ

#NVDA #AMZN #OpenAI #AIStocks #TigerCommunity #AsymmetricInvesting #CRCL #RZLV #ORBS #MomentumTrading #TradeWisely

Amazon+OpenAI: $38B Deal in Nvidia? Year-end Sprint to $300?
Amazon has reached a $38 billion agreement with OpenAI to supply Nvidia chips. Can Amazon run faster than Apple to hit $300? How do you view OpenAI and Amazon's cooperation? Nvidia is ultimate winner?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Astrid Stephen
    11-05
    Astrid Stephen
    Nuclear AI race ignited! Time to bet on chip suppliers fast!
    • Isleigh:ย 
      Yes and the current dip is an excellent buying opportunity
  • Reg Ford
    11-05
    Reg Ford
    Load up on mega-caps!
    • Isleigh:ย 
      Spot on, especially with the current dip
  • zippyzo
    11-05
    zippyzo
    This collaboration truly reshapes the landscape; could CRCL really ride that wave?
  • AuntieAaA
    11-06
    AuntieAaA
    Good
    • Isleigh:ย 
      I hope you caught the dip and add to your position. I think it will ๐Ÿš€ soon
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