Recent reports indicate GPU prices are very strong for both new and used gaming cards, says Victor Cossel of Cornerstone Macro. They found disconnects that are negative for AMD (AMD) and Nvidia (NVDA), which trade richly versus their semi peers. He points out a similar "bullish" dynamic to the prior bitcoin peak of 2017-2018. He adds "gaming" GPU demand is masked, as mining demand is a disconnect versus expectations. Victor and Oliver discuss the relationship between chips and bitcoin (/BTC) mining. Tune in for more details.