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2026-04-17 06:57:05

🐋 WHALE WATCH: The Nvidia monopoly finally has a $20 billion dent in it.

OpenAI isnt just buying chips they are buying the future of the supply chain. By committing $20B+ to Cerebras and taking an equity stake Sam Altman is sending a clear message:
Diversify or die. OpenAI is moving from being a customer to being the infrastructure itself.
Huge implications for $NVDA and the entire semi sector.

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