JENSEN GIVES AN UPDATE ON KIM K3, AMD ANTHROPIC DEAL, GOOGLE AND TESLA REPORT TODAY | MARKET OPEN

twitter: https://x.com/amitisinvesting deepdives: https://amitsdeepdives.substack.com/ free news terminal - https://caktusjxck.com/ 00:00 - Intro 03:29 - AMD and Anthropic 14:30 - Jensen on Kimi K3 17:45 - OpenAI 22:00 - RKLB 24:00 - SMCI 44:00 - Market Open 1:19:00 - State of the Consumer 1:29:20 - JPMorgan Analyst on AI 1:35:00 - US China Race 2:14:00 - Micron and Nvidia 2:28:00 - Greer on trade