Monday, October 6, 2025

Oh! My! Goodess! AMD! -- Part 2 -- October 6, 2025

Locator: 49297AMD. 

Stock market, NASDAQ surging! 

Need to listen to Paul Tudor Jones interview -- I assume this interview will be re-aired at the CNBC webpage. Paul Tudor Jones, wiki. Feels like 1999: the NASDAQ doubled between the first week in October, 1999, and March 1, 2000. AI prompt: nasdaq in 1999 and 2000.  This week: 13th annual investor conferece: JP MOrgan / Robin Hood. Ground-breaking study. Now NYC's largest poverty fighting foundation. Wiki. When asked about AI, seems incredibly bullish. But circumspect. Does not seem particularly concerned about a bubble due to frothiness.

  • winners: it's an inflation story -- gold, bitcoin. And not just the US, but also globally. 
  • losers: crickets

Link here

CEOs: AMD and OpenAI on CNBC at 9:30 a.m. on "Squawk Box." 

MU: up $10 / share in pre-markets.