Viral $1,499 AMD Mini PC Post Sparks Nvidia Outflows, Options Turn More Bearish

A viral X thread from Bull Theory claims a $1,499 AMD mini PC shown by CEO Lisa Su at CES could reduce demand for Nvidia-powered cloud AI compute, and the article says money is already leaving Nvidia stock. According to BeInCrypto, Chaikin Money Flow for Nvidia has turned negative at -0.168 while AMD is positive at +0.209, with Nvidia’s relative strength vs SOXX at 58.5 versus AMD at 123. The report also cites a rise in Nvidia’s put/call ratio by volume to about 0.63 from 0.49 after the June 16 post, and notes Nansen “smart money” holds its largest chip short against Nvidia.