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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 215.00+0.7%Dec 22 3:59 PM EST
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To: neolib who wrote (72508)11/20/2025 8:10:34 PM
From: Pravin KamdarRead Replies (2) of 73105
 
That is a lot of time for the question of an AI bubble to be resolved prior to AMD benefitting from the buildout.

Things are changing quickly. Alphabet trained Gemini 3 on their TPUs. Things could be radically different in one year.

I think AMD has a good shot with META and the sovereigns. TWT.
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