AMD

AMDMixed

Semiconductor company designing CPUs, GPUs, and data center chips for computing and AI workloads.Yahoo Finance ↗amd.com ↗

1 take · first discussed Oct 10, 2025

Stock since first call

+124.6%

$214.90 → $482.76

anchored Oct 10, 2025 · as of Jun 11, 2026

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Where they stand now

GGuests

Mixed

Brad Gerstner frames the OpenAI-AMD deal as a high-risk, high-reward 'bet the farm' moment for Lisa Su — if the MI450 chip proves competitive against NVIDIA's Vera Rubin it could unlock $150B+ in incremental revenue, but the outcome is far from certain.

E246 · Oct 10, 20251 take ↓

The discussion

The only view on record comes from guest Brad Gerstner, who takes a mixed, medium-conviction stance on AMD. He frames the reported OpenAI-AMD deal as a pivotal but unresolved moment for CEO Lisa Su: if the MI450 chip can genuinely compete with NVIDIA's Vera Rubin, the upside could reach $150B+ in incremental revenue from OpenAI alone. However, Gerstner stresses that neither the chip's competitiveness nor the deal's outcome is settled, calling it a high-risk, high-reward situation. No other hosts weighed in, so no cross-host agreement or disagreement can be assessed.

How they got there

GGuests1 take since Oct 10, 2025

MixedE246Oct 10, 2025⚑

If it works, she's going to get $150 billion of incremental revenue just from OpenAI... But it's far from a done deal, far from a conclusion whether the 450 is going to work. Can it compete against Vera Rubin?”47:36

iAbout these quotes

Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.