Oracle reported to buy 400,000 Nvidia chips for first Stargate data center
https://siliconangle.com/2025/05/23/oracle-reportedly-buying-400000-nvidia-chips-first-stargate-data-center/
I discovered that Michael Burry without posting his Rational or public information about why took a massive Puts position against Nvidia which was his single biggest bet of his portfolio shift. Now /r/Wallstreetbets is taking puts against them too on Reddit and the only rational posted is this idea that Blackwell has basically sold what it's going to and that Nvidia would have to Innovate to gain further sales but this won't happen at the Rate the Market Wants to or accepts.
But this is just 4 days before the Earnings report is coming out. Right now they're laughing at us because they think they're going to eat the lunch of the Nvidia Longs.
https://www.reddit.com/r/wallstreetbets/comments/1f4ap98/why_i_am_short_on_nvidia/
That's a massive order of "Shovels" AKA GPUs from Oracle just a few days prior to the Earnings report. Some how, It's looking to me like it's more likely that I will end up eatting Mr Burry and /r/wallstreet bets lunch.
https://www.reddit.com/r/wallstreetbets/comments/1idyl9t/nvidias_geforce_rtx_5090_and_5080_sell_out_almost/
I think the earnings report is going to report more gains than expected.
I discovered that Michael Burry without posting his Rational or public information about why took a massive Puts position against Nvidia which was his single biggest bet of his portfolio shift. Now /r/Wallstreetbets is taking puts against them too on Reddit and the only rational posted is this idea that Blackwell has basically sold what it's going to and that Nvidia would have to Innovate to gain further sales but this won't happen at the Rate the Market Wants to or accepts.
But this is just 4 days before the Earnings report is coming out. Right now they're laughing at us because they think they're going to eat the lunch of the Nvidia Longs.
https://www.reddit.com/r/wallstreetbets/comments/1f4ap98/why_i_am_short_on_nvidia/
That's a massive order of "Shovels" AKA GPUs from Oracle just a few days prior to the Earnings report. Some how, It's looking to me like it's more likely that I will end up eatting Mr Burry and /r/wallstreet bets lunch.
https://www.reddit.com/r/wallstreetbets/comments/1idyl9t/nvidias_geforce_rtx_5090_and_5080_sell_out_almost/
I think the earnings report is going to report more gains than expected.
