Source Post
AI Goes CIRCULAR! | Nvidia x OpenAI x Oracle | Sell Apple? | FAANG STOCK RECAP SHOW
Sep 26, 2025
The creator discusses the circular relationship between Nvidia and OpenAI, the potential valuation of TikTok US, and Meta's consideration of an AI cloud compute deal with Oracle. The creator also addresses concerns about Oracle's ability to secure and fulfill such deals, arguing that a misunderstanding of Oracle's business model is the root cause of these doubts.
Linked Mentions
Tickers discussed in this post
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.