$Oracle(ORCL)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ 🚨🔥💻 Oracle’s GPU Rentals Exposed: Thin Margins, Big Questions, and a $1 Trillion AI Bet 💻🔥🚨 I’m watching $ORCL sink fast, down more than 7% intraday, after The Information dropped a bombshell report on Oracle’s AI cloud margins. Oracle generated $900M in Nvidia-powered cloud revenue but earned only $125M in gross profit. Some GPU rentals were reportedly loss-making. This isn’t just a dip; it’s a sharp repricing of how the market views Oracle’s role in the AI infrastructure boom. 📉 Market Reaction Oracle shares cratered from $291.59 to $274.89 (-5.72%) in a matter of hours after the report. Intraday price
$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ 📉 $7.8M+ in single-leg puts bought on $AMD with $3.4M+ in calls sold. Shares slid over $7 from the intraday high as bearish positioning dominated the tape. Puts steadily climbed throughout the session, surging past $7.8M in premium, while call premium collapsed by $3.4M. The inflection hit late morning when upside momentum faded, call sellers stepped in aggressively, and put buyers drove a decisive liquidity flush. This kind of premium skew, with puts outweighing calls by over $11M, often signals institutional hedging or directional positioning ahead of a potential catalyst. 👉❓Is this just short-term hedging or the start of a deeper rotation out of AMD? 📢 Don’t