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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: chowder who wrote (21017)	10/7/2025 4:49:03 AM
From: 2hugo	Respond to of 23056

"" game changer "" The first time I found myself thinking like my grandfather who needs these new fangled things. I stopped dead in my tracks and said 'self' don't impede progress,along with trust but verify.

To: chowder who wrote (21017)	10/7/2025 7:56:49 AM
From: cemanuel	Read Replies (1) \| Respond to of 23056

It's not a bad sign for other companies. The main effects are with AMD, both the revenue from the deal and OpenAI potentially picking up 10% of AMD stock. It mitigates a bit of the NVDA dominance story. Not that AMD has better products but a company is willing to buy AMD chips rather than wait until NVDA can work through its backlog. Pricing may also come into it. I was waiting to see if AMD has a bit of a pullback to add more. We'll see where it goes the next few days. I've not been adding more tech (much, a little AVGO) over the last few months. But this deal really does change things for AMD IMO.