Skip to contentHome page Seeking Alpha - Power to InvestorsOct. 10, 2025 9:54 AM ETAdvanced Micro Devices, Inc. (AMD) Stock, AMD:CA StockNVDA, NVDA:CA, INTC, INTC:CA, AMD, AMD:CATech Stock ProsInvesting Group LeaderSummaryAdvanced Micro Devices is now up+40% over the past five days on news of a partnership with OpenAI for a potential 10% stake and up to 6 GW worth of chips.In our opinion, this is a very clever deal that hitched AMD to OpenAI's wagon and put it back in the AI story with leverage for 2H26.AMD's rally is overextended at current levels. High expectations are priced in, while concerns about gross margins and competitive threats from Nvidia and Intel remain.This deal won't show up on financials until almost three quarters out, so we do see risk of potential pullback on Q3 print, which we believe investors should buy up.We continue to believe AMD's positioning is strengthened by this deal, and the stock is best to buy when it is cheap.Looking for a portfolio of ideas like this one? Members of Tech Contrarians get exclusive access to our subscriber-only portfolios. Learn More »Chip Somodevilla/Getty Images NewsOpenAI is on a spending spree, and the latest on its hit list is Advanced Micro Devices, Inc. (NASDAQ:AMD), which popped as much as 34% Monday on news that OpenAI will purchase tens of billionsMore on my IG serviceDon’t just invest—dominate with Tech Contrarians' realized return on closed positions of 65.8% since inception. You’ll get exclusive insights into high-focus stocks, curated watchlist, one-on-one portfolio consultations, and everything from live portfolio tracking to earnings updates on 50+ companies. Subscribe today.And remember, be the first to know, not the last to react.This article was written byTech Stock Pros11.6K FollowersTech Stock Pros is a team of three former technology sector engineers with a long history of investing in the tech sector.They run Tech Contrarians, an investing group providing institutional-level company research to individual investors. Utilizing a live portfolio with quarterly updates, bi-weekly newsletters, and answering questions daily via chat, Tech Stock Pros aims to demystify investing in the technology sector. Learn more.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For YouAbout AMD StockSymbolLast Price% Chg1D5D1M6M1Y5Y10YMarket CapRev Growth (YoY)Short InterestPrev. CloseMore on AMDRelated StocksSymbolLast Price% Chg--AMD:CAAMD:CA--1D5D1M6M1Y5Y10YTrending AnalysisTrending NewsSeeking Alpha - Power to InvestorsPower to InvestorsFollow usDownload appContact usSubscription Support: 1-347-509-6837© 2025 Seeking AlphaTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.