🚨 OpenAI x AMD Partnership - THIS CHANGES EVERYTHING!

#amd #openai #stocks #stockmarket #ai #investing
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AMD rockets on a reported OpenAI mega-deal that could add “tens of billions” over five years, setting up a new AI compute rivalry vs. Nvidia/Meta/CoreWeave. What it may mean for chip demand, data center plays (APLD, IRON, MARA, CLSK), and AMD’s chart—gap risks, retrace levels, and upside targets into price discovery.

Timestamps
0:00 AMD 2024 revenue vs. new OpenAI deal; premarket surge context
0:30 Who’s partnering with whom: OpenAI + AMD vs. Meta + Nvidia via CoreWeave
1:02 Why it matters: AI giants now prop ~⅓ of US market cap
1:18 CoreWeave–Meta compute contract and Nvidia linkage explained
1:36 The “AI compute war” and likely knock-on demand for GPU infra & power
2:01 Data center/energy names to watch: APLD, IRON, MARA, CLSK
2:15 APLD analyst target hike and “price discovery” setup
2:31 AMD technicals: gap to ~170, likely retrace to ~194, ATH 227.70 gate
2:58 Upside roadmap: 243 first, then potential 300+ into late 2025/early 2026
3:36 CoreWeave pattern signal note; indicator settings (evaluation/forecast windows)
3:58 Wrap: grab the TradingView indicator (7-day trial) and join the Discord for live alerts

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