The $100B AI Hype Trade

BrianTycangco鄭彥渊

The AI frenzy adds another $100B in market cap overnight.

What happened? A promise of future purchases that, in theory, could amount to a few hundred billion in revenue for $Advanced Micro Devices(AMD)$ .

In return, OpenAI gets warrants potentially giving them a 10% max stake in AMD as long as share price and revenue milestones are achieved.

I’ll make you rich if you make me rich.

Welcome to the world of financial engineering. 🙃

A stock chart for Advanced Micro Devices, Inc. displaying equity and semiconductor data. The chart shows a price of 164.67 USD at close on October 3, 2025, with a decline of 5.06, and a pre-market price of 223.94 USD on October 6, 2025, with a gain of 57.35.

For whom haven't open CBA can know more from below:

🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!

Find out more here：
💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉
🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!
Your first trade of the day = 1 lucky draw chance!
Cash Boost Account Supports CPF/SRS Linking, Enjoy 0 Custody Fees and 0 Commission*!
💰CBA Mini Course 1: What is Cash Boost Account(CBA)?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":486391850311824,"tweetId":"486391850311824","gmtCreate":1759793529598,"gmtModify":1759795415844,"author":{"id":10000000000010842,"idStr":"10000000000010842","authorId":10000000000010842,"authorIdStr":"10000000000010842","name":"BrianTycangco鄭彥渊","avatar":"https://community-static.tradeup.com/news/bf142322bfb8579c415305a3d268e56f","vip":8,"userType":8,"introduction":"1","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":603,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/8b6b5cc2e782437a26c49e9a2c02f6d7","width":"680","height":"677"},{"img":"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107","width":"2160","height":"1946"},{"img":"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d","width":"1080","height":"1080"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/8b6b5cc2e782437a26c49e9a2c02f6d7","width":"680","height":"677"},{"img":"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107","width":"2160","height":"1946"},{"img":"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d","width":"1080","height":"1080"}],"title":"The $100B AI Hype Trade","html":"<html><head></head><body><p>The AI frenzy adds another $100B in market cap overnight. </p><p>What happened? A promise of future purchases that, in theory, could amount to a few hundred billion in revenue for  <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> .</p><p>In return, OpenAI gets warrants potentially giving them a 10% max stake in AMD as long as share price and revenue milestones are achieved.</p><p>I’ll make you rich if you make me rich.</p><p>Welcome to the world of financial engineering. 🙃</p><p>A stock chart for Advanced Micro Devices, Inc. displaying equity and semiconductor data. The chart shows a price of 164.67 USD at close on October 3, 2025, with a decline of 5.06, and a pre-market price of 223.94 USD on October 6, 2025, with a gain of 57.35.  </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8b6b5cc2e782437a26c49e9a2c02f6d7\" tg-width=\"680\" tg-height=\"677\"></p><h2 id=\"id_1304073123\">For whom haven't open CBA can know more from below:</h2><p>🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!</p><blockquote><p>Find out more here：</p><ul style=\"\"><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://ttm.financial/TW/455186728267792\" title=\"🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!\" class=\"\">🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!</a></p></li><li><p><a href=\"https://www.tigerbrokers.com.sg/activity/forapp/rules/?id=contradraw-0630\" title=\"Your first trade of the day = 1 lucky draw chance!\" class=\"\">Your first trade of the day = 1 lucky draw chance!</a></p></li><li><p><a href=\"https://ttm.financial/post/468973594943616\" title=\"Cash Boost Account Supports CPF/SRS Linking, Enjoy 0 Custody Fees and 0 Commission*!\" class=\"\">Cash Boost Account Supports CPF/SRS Linking, Enjoy 0 Custody Fees and 0 Commission*!</a></p></li><li><p><a href=\"https://ttm.financial/TW/413454436958416\" title=\"💰CBA Mini Course 1: What is Cash Boost Account(CBA)?\" class=\"\">💰CBA Mini Course 1: What is Cash Boost Account(CBA)?</a></p></li></ul></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107\" tg-width=\"2160\" tg-height=\"1946\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d\" tg-width=\"1080\" tg-height=\"1080\"></p><p></p></body></html>","htmlText":"<html><head></head><body><p>The AI frenzy adds another $100B in market cap overnight. </p><p>What happened? A promise of future purchases that, in theory, could amount to a few hundred billion in revenue for  <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> .</p><p>In return, OpenAI gets warrants potentially giving them a 10% max stake in AMD as long as share price and revenue milestones are achieved.</p><p>I’ll make you rich if you make me rich.</p><p>Welcome to the world of financial engineering. 🙃</p><p>A stock chart for Advanced Micro Devices, Inc. displaying equity and semiconductor data. The chart shows a price of 164.67 USD at close on October 3, 2025, with a decline of 5.06, and a pre-market price of 223.94 USD on October 6, 2025, with a gain of 57.35.  </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8b6b5cc2e782437a26c49e9a2c02f6d7\" tg-width=\"680\" tg-height=\"677\"></p><h2 id=\"id_1304073123\">For whom haven't open CBA can know more from below:</h2><p>🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!</p><blockquote><p>Find out more here：</p><ul style=\"\"><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://ttm.financial/TW/455186728267792\" title=\"🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!\" class=\"\">🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!</a></p></li><li><p><a href=\"https://www.tigerbrokers.com.sg/activity/forapp/rules/?id=contradraw-0630\" title=\"Your first trade of the day = 1 lucky draw chance!\" class=\"\">Your first trade of the day = 1 lucky draw chance!</a></p></li><li><p><a href=\"https://ttm.financial/post/468973594943616\" title=\"Cash Boost Account Supports CPF/SRS Linking, Enjoy 0 Custody Fees and 0 Commission*!\" class=\"\">Cash Boost Account Supports CPF/SRS Linking, Enjoy 0 Custody Fees and 0 Commission*!</a></p></li><li><p><a href=\"https://ttm.financial/TW/413454436958416\" title=\"💰CBA Mini Course 1: What is Cash Boost Account(CBA)?\" class=\"\">💰CBA Mini Course 1: What is Cash Boost Account(CBA)?</a></p></li></ul></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107\" tg-width=\"2160\" tg-height=\"1946\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d\" tg-width=\"1080\" tg-height=\"1080\"></p><p></p></body></html>","text":"The AI frenzy adds another $100B in market cap overnight. What happened? A promise of future purchases that, in theory, could amount to a few hundred billion in revenue for $Advanced Micro Devices(AMD)$ . In return, OpenAI gets warrants potentially giving them a 10% max stake in AMD as long as share price and revenue milestones are achieved. I’ll make you rich if you make me rich. Welcome to the world of financial engineering. 🙃 A stock chart for Advanced Micro Devices, Inc. displaying equity and semiconductor data. The chart shows a price of 164.67 USD at close on October 3, 2025, with a decline of 5.06, and a pre-market price of 223.94 USD on October 6, 2025, with a gain of 57.35. For whom haven't open CBA can know more from below: 🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly! Find out more here： 💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉 🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun! Your first trade of the day = 1 lucky draw chance! Cash Boost Account Supports CPF/SRS Linking, Enjoy 0 Custody Fees and 0 Commission*! 💰CBA Mini Course 1: What is Cash Boost Account(CBA)?","highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/486391850311824","repostId":0,"isVote":1,"tweetType":1,"viewCount":595,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1015,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/486391850311824"}