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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: Pravin Kamdar who wrote (72725)	12/4/2025 11:06:38 AM
From: Joe NYC	Read Replies (2) of 73046

OpenAI is a risk (for AMD, the industry, country, planet) but if signing the deal with OpenAI opens all to other deals on similar scale, then it was well worth it. The warrants that AMD issued are conditional, so the potential dilution is also conditional, and not so bad to begin with. But in coming 2-3 quarters, it would be nice to get some additional deals, to reduce the OpenAI risk.

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