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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 259.66

+1.4%

Nov 3 3:59 PM EST

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To: neolib who wrote (71226)	10/8/2025 10:36:58 AM
From: Pravin Kamdar	Read Replies (1) of 72064

The problem for OpenAI is that they can literally go to zero if an equal or better AI product is open sourced and runs on edge hardware, something that very well might be the future of AI. It is a risk, but they could also have $100B in AMD stock. I think AMD can get to $600 without OpenAI. There was an analyst on CNBC a little while ago who said that he sees the AI infrastructure TAM going to $2T. We must be near a top. 20% market share on a $2T TAM would be $100B per quarter for AMD. Don't see that happening.

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