What Are Your Moves Tomorrow, September 11, 2026

{"summary": "Author lost interest in AMD after it gave up roughly 20% of the company in deals to win Zuck and OpenAI as GPU customers despite an existing supply shortage.", "reason": "The author expresses a negative investment judgment based on a fundamental concern regarding equity dilution and deal terms.", "ideas": [{"symbol": "AMD", "direction": "avoid", "thesis": "The author says they lost all interest in AMD after the company gave up about 20% of itself in deals to get Zuckerberg and OpenAI to use its GPUs, even though there was already a supply shortage. The implied mechanism is that AMD diluted away value and margin to buy demand it arguably already had, weakening the equity case. No explicit catalyst or time horizon is given; the stated concern is the concessionary deal terms.", "thesis_short": "AMD gave up 20% for GPU deals", "quote": "Lost all interest in amd after they desperately gave up 20% of the company in those stupid deals to get zucc and open ai to use their gpu - even though there was a supply shortage already.", "confidence": 0.7, "sentiment": -0.6, "timeframe": "unspecified"}], "model": "gemini-3.1-flash-lite", "verified": true, "extraction_model": "deepseek-flash"}