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Is Nvidia’s Surge a Sign of a Boom in AI or a Bubble Beginning to Form? 5/25/23

CNBC's "Fast Money"

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AMD's Stock Is Cheaper Today

AMD has gained 50% since it gapped down 9% on May 3rd after their quarter in guidance. This company reported earnings just three months ago gave guidance, right? And the way they beat and what they just guided for does tell you that there's obviously something going on. It really speaks to what I think is a supply demand sort of issue here. But we've seen this before, okay? We've seen it again and again in lots of different hype cycles around technology. So my trade was a trade. I kept on rolling up. Plus, I kept on losing money. That's me.

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