Sachy
10-09

This seems like a work around by Nvdia to get into partnership with AMD after they were knocked back trying to deal directly with AMD.

In terms of the stocks I held both #NVDA and #AMD when AMDs big jump happened. I did sell after that jump with the hope of taking profits and repurchase AMD after they hype and the stock dropped a bit (sub $200) unfortunately that didn't quite happen and am now on the sidelines watching to see how far AMD will rise.

As for NVDA I think it is still the market leader in this sector and will not be surprised to see it surpass the $200 mark soon and sit around the $215 - $220 mark. At those prices it will be an opportunity to reassess and look to take some decent profits from NVDA hopefully before the bubble pops.

OpenAI Family Expanding: Is It A Blessing or A Curse?
OpenAI has been insanely busy lately — one moment it’s doing e-commerce, the next it’s getting into social, and now it’s even launching a browser. It announced plans to deploy 6GW of AMD Instinct GPUs. OpenAI went a step further and partnered with Broadcom to develop custom ASIC chips. Microsoft mainly provides OpenAI’s training compute, while Oracle handles inference workloads. Meanwhile, PayPal officially announced a partnership with OpenAI yesterday — its stock spiked but later gave back most of the gains by the close.
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