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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 210.15+4.6%10:40 AM EST

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To: Joe NYC who wrote (72751)12/4/2025 5:52:37 PM
From: Pravin Kamdar of 73030
 
You should read it.

I think META and OpenAI, through others, will be in the mix. But, it looks like Sanmina has new legs with their leverage of manufacturing designs from AMD. Who knows. They said that they do not know about 5 years, but the next 1-3 year numbers look crazy.
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