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Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (72813)	12/8/2025 3:35:31 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 73046

This should be great news for AMD. They should get license to sell MI300X and MI325X to China. If so, I don't see the need for MI308. A big week. Big day on Wednesday. The FED, should be priced in -- but depends on how hawkish the language is in the minutes. Then, we have ORCL and AVGO. Both reports could impact AMD. We need ORCL to dampen the fears of AI data center build out -- specifically in terms of their relationship with OpenAI. Mr Tan at AVGO will tout up GOOG TPUs, and the MSFT thing. The market may interpret that as the end of NVDA dominance. If that causes NVDA to go down, so AMD goes down. It's hard to know how it plays out.