Nejc Cajner
๐Ÿ”” ๐๐ž๐ฐ๐ฌ ๐‘๐ž๐œ๐š๐ฉ โ€“ ๐“๐ž๐ฌ๐ฅ๐š ๐๐ฎ๐ณ๐ณ + ๐€๐Œ๐ƒ / ๐Ž๐ฉ๐ž๐ง๐€๐ˆ ๐๐ซ๐ž๐š๐ค๐ญ๐ก๐ซ๐จ๐ฎ๐ ๐ก Hereโ€™s whatโ€™s making waves in markets and tech today: ๐Ÿš— ๐‘ป๐’†๐’”๐’๐’‚ ๐‘ป๐’†๐’‚๐’”๐’†๐’” ๐‘ท๐’“๐’๐’…๐’–๐’„๐’• ๐‘ณ๐’‚๐’–๐’๐’„๐’‰ $TSLA (Tesla Motors, Inc.) 's stock jumped after posts on X hinted at a new product unveiling. This added to excitement around upcoming models like a lower-cost Model Y, which Tesla is expected to reveal soon. Theyโ€™ve also got ambitious ideas like their Cybercab robotaxi and futuristic robot projects in the pipeline. ๐Ÿค– ๐‘จ๐‘ด๐‘ซ & ๐‘ถ๐’‘๐’†๐’๐‘จ๐‘ฐ ๐‘บ๐’•๐’“๐’Š๐’Œ๐’† ๐‘ด๐’‚๐’‹๐’๐’“ ๐‘จ๐‘ฐ ๐‘ช๐’‰๐’Š๐’‘ ๐‘ซ๐’†๐’‚๐’ $AMD (Advanced Micro Devices Inc) confirmed a multiyear partnership with OpenAI: Theyโ€™ll supply AI chips (Instinct MI450) across 6 gigawatts over several years. OpenAI also gets an option to acquire up to 10% of AMD's shares via warrants tied to performance and deployment milestones. AMD CEO Lisa Su pushed back on critics, saying AI skeptics are โ€œthinking too small,โ€ being very bullish about the dealโ€™s long-term potential. The market reacted fast: AMD stock spiked ~23โ€“30% on the news. ๐Ÿ’ก ๐‘พ๐’‰๐’‚๐’• ๐‘ฐ๐’• ๐‘จ๐’๐’ ๐‘ด๐’†๐’‚๐’๐’” (๐‘ญ๐’“๐’๐’Ž ๐‘ด๐’š ๐‘ณ๐’†๐’๐’”) Teslaโ€™s hype reminds us how sentiment can move prices fast โ€” the teased launches help create anticipation and can re-energize a narrative. The AMD / OpenAI deal is huge. It signals that OpenAI is diversifying beyond Nvidia and betting big on compute infrastructure. If executed well, this could reshape the chip supply map for AI. But risk is real: execution, delivery timelines, yield, regulatory oversight, and integration all matter. ๐Ÿ‘‰ Question for You: Which story do you see having more impact in the next 12 months โ€” Teslaโ€™s new product push or AMD scaling into AI compute with OpenAI? If you like deep dives into tech, AI, and market catalysts, feel free to follow or copy my portfolio on eToro to see how I navigate these themes live. As always, thanks for your time, and wish you all the best, Nejc. $NVDA (NVIDIA Corporation) $SPX500 $QQQ (Invesco QQQ)
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