OpenAI has been on a spending spree, signing massive deals with Nvidia and AMD.

AI-generated source summary

The video compares NVDA and AMD, addressing whether they're good buys after OpenAI deals. It highlights NVDA's revenue soaring to 165 billion versus AMD's 29.6 billion. Also, it mentions that OpenAI purchases more NVDA products, seeking to diversify with AMD. NVDA's gross profit margins approach 75%, unusually high for hardware, but AMD's exposure is more heavily weighted in the other categories. NVDA's return on invested capital is currently at 142%, while AMD's is at 4.8%. Charts use data from Fiscal.AI. A discounted cash flow valuation estimates NVDA's intrinsic value per share at 183.27, below the current market price of 185.04; AMD's fair value per share at 189.15 versus its market price of 211.51. Both stocks appear fairly valued with a range target of 170.00, however, the analyst suggests that NVDA is the better choice.

AI-generated summary based on the source content.

Evidence and evaluation progress

1. Original source published

   09 Oct 2025, 15:45 UTC

   The analyst published the original source item.

2. Source recorded by Tahlil Plus

   18 May 2026, 20:23 UTC

   The public source was preserved as the evidence record for this case.

3. Market predictions extracted

   18 May 2026, 20:47 UTC

   1 eligible signal linked to this case.

4. Outcome tracking started

   27 Jul 2026, 05:38 UTC

   Tahlil Plus began monitoring the extracted predictions.

5. First prediction resolved

   27 Jul 2026, 05:38 UTC

   The first evaluable outcome in this case reached a terminal result.

6. Case evaluation completed

   27 Jul 2026, 05:38 UTC

   All evaluable predictions in this case reached terminal outcomes.