@grantinvests: Everyone buys Nvidia. Almost nobody buys the three companies making it work. Amkor packages the chip. Vertiv powers and cools it. Nebius rents it out. Nvidia even put 2 billion into Nebius and committed 1.5 billion to Amkor. It's funding its own suppliers. That tells you where the bottleneck is. Comment "invest" and I'll send you my free investing starter guide plus my full watchlist. Educational, not financial advice.

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Thursday 03 September 2026 02:10:35 GMT