All I want to know is, should we be investing into these companies as a result of these deals? Or should we be moving out of these positions.
All I want to know is, is the bubble going to pop next week, next month, or two years from now?
Welcome to the casino! Please enjoy your stay, and remember: the house always wins ;)
The OpenAI/AMD deal has an explicit AMD price target of $600. I don't see how it can be any clearer.