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Arora: AMD Deal Not Bad for NVDA, Japan Trade Strong, Gold Rally Can Sustain
Youtube·2025-10-06 19:37

Lots to talk about with Nigum today. You know, this AMD story, of course, one of the primary drivers here of the market moves that we've seen so far in this space. And I Nigum, there you are. Welcome to the show. We're glad to have you. You know, I I'd love to just kick things off with your thoughts on this AMD deal and and what it means for Nvidia and the broader market. Well, it's a great deal. Uh I don't think anybody expected this. So we bought AMD this morning. We use a very stupid, very simple uh EWJ ...