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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 214.93

+0.7%

3:59 PM EST

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To: Joe NYC who wrote (72588)	11/25/2025 3:57:50 PM
From: Pravin Kamdar	of 73089

To me, today's drop was due to the report that META is going to order 10s of billions of dollars of GOOG TPUs for their use in the GOOG cloud. Investors then think that the demand from META for MI450, and others, will be less than hoped for. Competition!

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