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mewpmewp212/08/20251 replyview on HN

Why is that generous? This is clearly showing OpenAI's belief in AMD, which in turn would give investors a large amount of confidence. A lot of that market cap came from Nvidia, which lost around 50B that day while AMD gained 70B in market cap. It all makes sense to me.


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mvkel12/09/2025

Why would it erase that same 70B just a week later? No more confidence?

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