Here's why Bank of America is bullish on AMD amid OpenAI deal

Joining us now, Vivic Arya, Bank of America senior semiconductor analyst. He's bullish on this deal and just raised his price target for AMD to $250 from 200. Uh, Vivic, thanks so much for joining us.So, what do you make of this deal and and especially what do you make of the concerns that this sort of increases the circularity between OpenAI and all of its vendors and the relationships between all these companies kind of financing each other. >> Uh, sure. Good morning.Um, I think before we talk about the s ...