How Jose Najarro Stocks’s view on $AMD changed

And so as more supply comes online, if we start to see average selling prices go down, I think there will be an an increase of how much HBM that AMD and Nvidia actually purchase.

Jose why why why doesn't that fear happen to Nvidia? Why is it only happening to Mike or Dell? like why or AMD why is it only in Micron that's getting that fear

Nvidia and AMD have just completely changed the artificial intelligence market . Nvidia has just announced a massive share buyback program. They have announced a new innovation in the security of AI agents , which is impressive given how quickly they are moving.

AMD has also just announced an acquisition deal.