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Why A Bad Deal Makes AMD A Strong Buy
AMDAMD(US:AMD) Seeking Alpha·2025-10-09 15:06

AMD (NASDAQ: AMD ) recently announced a major commitment by OpenAI to buy a truckload of its Instinct GPUs. The economics of the deal are somewhat unclear as of now. I’ll work through them as wellBram de Haas brings 15 years of investing experience to the table and has over 5 years of experience managing a Euro hedge fund. He is also a former professional poker player and utilizes his bundle of risk management skills to uncover lucrative investments based on special situations.Analyst’s Disclosure:I/we have ...