GPUS

Happy Friday! ⚠️⚠️⚠️ WARNING ⚠️⚠️⚠️ >Anyone holding neoclouds ($NBIS, $IREN, $CRWV) as a long term investment at current prices over $AMD, $AVGO, $NVDA is going to cry. $NBIS, $IREN, $CRWV are taking on massive amount of debt, have depreciating assets (GPUs), and high run costs (electricity, infrastructure maintenance) = **Low Margin** Business They have absurd valuations to justify their low margin business. NBIS P/E is 94 and IREN P/E is 161 !!! *^(There is a reason that hyperscalers are leasing from these neoclouds because they don't have to take on all that debt and risk)* Meanwhile, $AMD, $AVGO, $NVDA are selling to these AI infrastructure companies (neoclouds) at high profit margins without taking on those debts

⚠️⚠️⚠️ WARNING ⚠️⚠️⚠️ Anyone holding $NBIS, $IREN, $CRWV as a long term investment at current prices over $AMD, $AVGO, $NVDA is going to cry $NBIS, $IREN, $CRWV are taking on massive amount of debt, have depreciating assets (GPUs), and high run costs (electricity, infrastructure maintenance) = LOW Margins Meanwhile, $AMD, $AVGO, $NVDA will be selling to these AI infrastructure companies at high profit margins without taking on those debts

GPUs is unironically going to be the next meme stock, I can’t wait for someone to write up the DD I’m too lazy to do

I'm buying more BYND, DNUT, and GPUS.

Remember when Elon said we would rent out the GPUs on our cars? yeah, that didn't work but he is pitching it for the new new computer now

* **Valuation Disconnect**: Forward PE of 21 for a company with 100%+ AI revenue growth. Cloudflare trades at 35x book value just for having "edge computing." * **The AMD Cloud Partner**: Not just "we added AMD GPUs" but "AMD Developer Cloud powered by DigitalOcean." AMD needs this to work to compete with NVIDIA's CUDA dominance. * **Pricing Disruption**: $1.99/GPU hour when AWS/Azure charge 3-5x more. * **Conservative Sandbagging**: Management raising guidance minimally despite explosive growth * **Market Blindness**: Still categorized as "boring cloud infrastructure" while actively powering the democratization of AI development * They announced partnerships with OpenAI, Meta, and AMD at Deploy London. [DigitalOcean Expands AI Ecosystem](https://www.stocktitan.net/news/DOCN/digital-ocean-expands-ai-ecosystem-launches-partner-program-to-5byjolojf5vl.html) * Trading at less than 30% of peer multiples Thats part of the bull case. Here's a bear case i saw today [https://finance.yahoo.com/news/digitalocean-holdings-inc-docn-bear-202308416.html](https://finance.yahoo.com/news/digitalocean-holdings-inc-docn-bear-202308416.html)

Why buy GLD when can buy penny stocks, BURU GPUS

Should I tell my therapist I think I’m manic or port to BURU and GPUS???

bynd using instinct gpus to solve agi LMAO 🤌

Get a loan to buy GPUs ✋️ Get a loan to buy $GPUS 👈

show it to a bank and they'll give you a loan to buy GPUs.

What’s up with GPUS

In US-East-1, they're earing the datacentres, they're eating the GPUs.

GPUS , ECDA !!!

We won't have a crypto backed dollar, but I can see things moving to stablecoins pretty fast, as government actions go. Tbh I won't cry about 48 hour bank delays going away and whatnot. If we were going to back the USD with anything, should be GPUs and nuclear power plants.

📢 BREAKING: Sam Altman Addresses ChatGPT’s NSFW Surge — “We Might Need More GPUs.” SAN FRANCISCO, CA — December 2025 OpenAI CEO Sam Altman confirmed today that the company’s recent decision to allow verified adults to generate erotica and NSFW content has led to what he called “a historic surge in GPU utilization and human satisfaction.” *“Frankly, we underestimated how… enthusiastic people would be,” Altman said, wiping sweat from his brow during a press conference. “The erotica rollout has users generating more tokens per session than enterprise customers. We may need another $100 billion in Nvidia chips just to handle the… uh, load.”*

anyone here think aliens mastered quantum communication and first contact is going to be around few nm where current GPUs are at? if true which ever company gets there first will get an unprecedented download of information

GPUS 25% AH GAINS BABY RUN

GPUS RUN YOU LITTLE SEXY FUCK

The AI pump isn’t over until we are eating the GPUs!

Yes today was bad, but Q3 tech earnings will be no different than Q2. Money printer go brr, they’ll throw a few “x billions for AI infrastructure, secured firm power to new campuses, more GPUs or ads sold, etc.” there’ll be more development in AI robotics and progress besides just chatbot porn and AI ads coming. You either believe in the rally or not-

More GPUS !!! https://preview.redd.it/dp6zxg8t5jvf1.jpeg?width=1178&format=pjpg&auto=webp&s=21930d81c37683d4ade8fee03c3829740cd8d254

GPUS is a buy here

Generational swing on bitf will be legendary. Did nobody pay attention to when IREN did the same thing? they are building data centers...of course they will raise cash with the stock lol. How else do they buy gpus?

In my head: jensen: sama, we're gonna give you 10billy but you gotta buy our GPUs bro sama: ok fine but they're too expensive, and not enough of them anyway, we need more GPUs, can we use that to 10billy to buy other amd gpus pls jensen: nah bro don't buy AMD GPUs, you'll get them for free, just say you'll buy their stock, but you gotta buy our gpus bro sama: ok but we got the deal, we're buying 10% of amd and they're gonna give us their GPUs for free jensen: that's great news, I always wanted to invest in my cousin's company but it woulda been sketch, this works better as hedge against the dilution of NVDA's GPU monopoly as other providers come online, but you gotta buy our gpus bro

aight someone with > 1 braincells explain how to reconcile these: 1: $NVDA promises to invest $100Billy over some years into openAI, openAI promises to use that to buy 10 gigwatts worth of GPUs from NVDA among other things 2: openAI promises to buy 6gigawatt worth of AMD GPUs over the next few years, in exchange it will buy 160million warrants of AMD (10% of AMD) as the deployment proceeds i know it's a bubble but this funky

Tariffs push businesses to buy more GPUs sooner, they don’t know if they will be unobtainable/crazy expensive later or not. NVDA will smash ER, SMD bers.

GPUS, UAMY

More ECDA ! More GPUS ! More JZXN ! 😎

DNN, KVUE, GPUS, BITF

Shift from GPUS to Gigawatts baby...OKLO and SMR

$NVDA PT raised to $320, a fucking $7.8 trilly market cap, just after this dumb fuck market panic sells it over su-bae-give-muh-GPUs-for-free-$AMD and cooking oil

You mean we are basing our entire economy around filling warehouses with GPUs and all we have to show for it multiple years later is ask Jeeves 2.0 and AI porn?

Tuesday's trading highlighted a significant market reaction to emerging competition in the AI chip sector. * **Pressure on Nvidia:** As the top-traded stock, Nvidia's notable drop appears linked to strategic moves from key partners. **OpenAI's partnership with Broadcom** to develop custom AI chips and **Oracle's plan to deploy 50,000 AMD GPUs** are clear signals that major players are seeking to diversify and reduce reliance on a single supplier . * **Contrasting Fortunes:** While Nvidia and Intel faced sell-offs, **AMD edged higher** on the news of its expanded Oracle deal, and **MP Materials hit a record high**, buoyed by strength in the rare earth sector . The race for AI compute power is intensifying, and the market is swiftly rewarding new partnerships and punishing perceived vulnerabilities. [Data resource from GoAI.](https://addxgo.io/community/9071892833245331553?s=reddit&ca=top2020251015)

Nvda GPUs cant run without cooking oil It's needed to cool the processors This will have a drastic impact on their revenue

Larry "Half a million NVDA GPUs" NVDA will pump again.

More GPUS !! More ECDA !! More JZXN !!! All investors in BTC !

Gpus and processors are made out of soy beans, that's what caused qqq to fall

IT'S ALL A FUCKING PONZI AND GAME OF HOT POTATO WHY DO I FUCKING CARE ABOUT TECHNICAL SHIT LIKE BEST IN CLASS GPUS AND SOFTWARE MOAT IN AN AI GOLD RUSH

if Nvd AI destruction is the only way to ensure decent GPUs for GTA6

First it was advanced GPUs. Now it’s cooking oil. We have fallen so far from grace

Wtf, do we have soy bean powered GPUs that no one’s told me about?

Apparently cooking oil is how NVDA makes its GPUs.

1 trillion USD of GPUs have been eliminated within seconds for cooking oil. Just close this market and dont open this shit again, throw away the key, fuuuuck this.

What if Nvda starts making GPUs for beans instead of AI? 🤔

I'm so broke I can't buy a new gpu to play battlefield. So I bought gpus stock instead LOL

$ORCL $AMD **- ORACLE TO DEPLOY 50,000 AMD AI CHIPS** Oracle Cloud Infrastructure will add 50,000 AMD GPUs starting in H2 2026, challenging Nvidia’s dominance in AI. Oracle expects strong customer demand, especially for inferencing.

Openai custom chips, AMD GPUs, NVDA garbage chips $1000T orders for next 500 years.

He will admit you are the king of your county if you buy a few gpus from him. That's why he is the best ceo. Something that Mr Google and Mr Amazon can watch and learn.

Ok so sounds like buying the dip on POET, OPEN, VOR, GPUS was indeed the play 😂😂 was sweating for that 5% drop in after hours but boy is this gonna be green tomorrow