Big news, hope it can last

$Meta Platforms, Inc.(META)$ will deploy up to 6 GW of AMD's AI compute chips, representing a potential multi-year order valued in the hundreds of billions of dollars.

Immediate Pivot/Resistance: $215.22 (Previous session's resistance). A decisive break above this level could open the path to $230. Primary Support: $213.22 (Previous session's support, now turned into a key floor). Holding above is critical for the uptrend. Strong Resistance: $230 - $235 zone (Next major technical and psychological barrier).

$Meta Platforms, Inc.(META)$ $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Intel(INTC)$ Whoa, tech enthusiasts! AMD just sealed a game-changing pact with Meta that's sending shockwaves through the semiconductor world. 🌐 This isn't your average deal—it's a multi-year powerhouse agreement where Meta commits to deploying up to 6 gigawatts of AMD's cutting-edge AI chips for massive data center expansions. 💥 Spanning five years, this collaboration could pump over $100 billion into AMD's coffers, fueling innovations in AI infrastructure like never before. Picture this: Starting in the second half of 2026, Meta will kick off wit

This development is important, but its significance depends on how one interprets the structure. The headline number sounds transformational, yet the deeper implication is strategic rather than purely financial. Let us separate signal from narrative. --- 1. Does this materially reshape AMD’s long-term outlook? Yes structurally, but not immediately financially. AMD’s historical challenge in AI has never been chip capability alone. It has been ecosystem credibility and deployment scale. Nvidia’s advantage comes from entrenched hyperscaler adoption and software lock-in. A multi-year Meta commitment changes three things: (a) Validation risk disappears Hyperscalers act as industry validators. If Meta commits multi-gigawatt deployment, it signals: MI-series accelerators are production-ready at h

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JUST IN: 🇺🇸🇨🇳 CIA secretly warned Apple, Nvidia, and AMD in 2023 that China could invade Taiwan by 2027, NYT reports.

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$Advanced Micro Devices(AMD)$  

$Advanced Micro Devices(AMD)$  

Meta’s decision to deploy millions of NVIDIA AI chips is strategically significant, but the market question is not simply demand, it is durability of earnings and pricing power. 1. What this means fundamentally This confirms hyperscaler AI spending has moved from experimentation to infrastructure standardisation. Meta is no longer buying GPUs for training cycles alone. It is building persistent AI factories for recommendation engines, generative AI, and agent-based systems. Three important signals emerge: Blackwell → Vera Rubin continuity: Meta is committing to a multi-generation roadmap, reducing demand cyclicality. Grace CPU adoption: NVIDIA is expanding from GPU vendor to full-stack computing platform, increasing system revenue per deployment. Scale economics: Millions of chips imply lo

Reason why Nvidia still the main core! 

$NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$ Meta's ramping up its AI arsenal in a big way, announcing plans to deploy millions of Nvidia chips over the coming years as it deepens ties with the semiconductor giant. This mega-bet scales systems on Nvidia's cutting-edge Blackwell architecture and the upcoming Vera Rubin platform, while – for the first time – weaving in Nvidia's Grace CPU at the heart of standalone computing setups. 😎 With Meta's capex already ballooning to fuel data center explosions, this partnership cements its push for generative AI supremacy in social, ads, and metaverse realms. But as Nvidia stock hovers near $140 after recent volatility, does this secure a rebound to $200 highs, or jus

Meta's decision to expand!!!!! its partnership with Nvidia, planning to deploy millions of Nvidia AI chips, signifies a significant deepening of their infrastructure collaboration. This move has several implications for both companies and the broader tech industry: Nvidia's Growth Prospects: The large-scale deployment of Nvidia's AI chips by Meta underscores the growing demand for advanced computing solutions in the tech sector. This partnership could contribute substantially to Nvidia's revenue growth, potentially securing its stock performance in the short to medium term. Meta's AI Ambitions: By integrating Nvidia's chips, including the upcoming Vera Rubin architecture and, notably, the Grace CPU into its standalone computing systems for the first time, Meta is bolstering its AI capabili

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