Open AI and AMD announcing a five-year AI data center deal challenging Nvidia's market dominance. Shares of AMD up more than 25% this morning. So this is a massive move obviously coming as a bit of a surprise to the markets.If you check out some of the other names in the sector, Nvidia shares down by about 1%. Micron shares though up by more than 4%. Taiwan Semi up by better than 2%.And joining us right now is Chris Casso. He is Wolf Research senior analyst. Uh Chris, we were going to talk to you about winn ...