Advanced Micro Devices (NASDAQ:AMD) just landed a Meta deal that could change everything investors thought they knew about the AI chip race.
I break down the upside, the valuation tension, and why this partnership could signal a much bigger shift away from Nvidia than Wall Street is pricing in.
Stock prices used were the market prices of March. 7, 2026. The video was published on March 15, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
