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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 214.87

-0.1%

3:59 PM EST

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To: Pravin Kamdar who wrote (72430)	11/19/2025 8:52:53 AM
From: neolib	Read Replies (1) of 73127

I was meaning the AI circular funding. Which unfortunately Nvidia can afford to do with their 75% GMs and mountains of cash, but AMD can only play that game by promising to give away % of company. Did you see the deal from yesterday where Nvidia and MSFT will spend $10B and $5B on Anthropic, who will use Nvidia chips at Azure? Circular all around. But if PE for all the companies is sky high than circular deals makes the stock of everyone go up, all out of thin air. What is not to like about this?

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