GPUs CPUs TPUs rocket higher on I.O.U's

Bulls vs Bears: GPUs, CPUs & TPUs Rocket Higher on IOUs | AI Chip Financing Exposed + ASX Budget ReactionIn this week's episode of Bulls vs Bears, Mark Gardner and Kai Chen (JT is on tin-foil leave) dive deep into the explosive semiconductor rally. Nvidia, Micron, AMD, and the entire SOX index are surging — but how much is real demand vs circular vendor financing and IOU accounting?We break down:The complex web of AI chip financing, vendor deals, and backlog accounting between Nvidia, hyperscalers, and startupsCPU vs GPU vs TPU explained simply (perfect for beginners)Cerebras IPO — 30x oversubscribed and up 68% on day oneSoftware Survivors strategy up 243% since early MarchWhy Tesla is now trading like a chip stockMicron's insane run and why we trimmedASX Market Update:Banks hammered post-Budget, resources surging (52% reversal since we called the rotation in Sept 2024)Gold/Silver moves, copper strength, and BHP's relative underperformanceFull Australian Federal Budget breakdown: Capital gains tax changes, negative gearing, trust restructures — what it means for investors and propertyPlus: Bulls vs Bears scoreboard, Kai Chen turning bearish, and why the market feels frothy yet unstoppable.Timestamps:00:00 Intro & Semiconductor Madness05:30 Circular AI Financing Explained12:45 CPU vs GPU vs TPU Breakdown22:00 ASX Rotation & Budget Impact35:00 Bulls vs Bears CallsA high-energy (slightly exhausted) look at the AI boom, market rotations, and what’s next for investors.Keywords: Nvidia stock, AI chips, semiconductor rally, SOX index, Cerebras IPO, Australian Budget 2026, capital gains tax, negative gearing, ASX resources, Tesla stock, Micron, GPU explained, vendor financingFeeling lost in these markets? Check out Mosaic by MPC Markets — clear portfolio guidance and trade ideas in one place.Subscribe for weekly Bulls vs Bears, market recaps, and investing strategies from Australia’s sharpest minds.#Nvidia #AIStocks #ASX #Semiconductors #Investing