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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: Pravin Kamdar who wrote (72534)11/21/2025 1:30:01 PM
From: Pravin Kamdar of 73103
 
I've been playing around with Gemini 3. Very good. GOOG is showing they have the chops -- and the money -- and well performing TPUs. The market is worried about OpenAI and all the circular deals that may not come to fruition. This affects OpenAI, Oracle, and AMD. If OpenAI runs into financing problems, the 6GW deal with AMD may be in question. That deal made AMD jump from $160 to $230 -- and on to $265. If OpenAI has problems, AMD can easily drop back to the pre deal levels.
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