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Analysis of AMD's Warrant Transactions with OpenAI and Meta

Published: 2026-07-28 05:00 Source: X: SemiAnalysis (@SemiAnalysis_)

AMD's warrant transactions with OpenAI and Meta are often described as equity sweeteners. Do the math, and it looks more like a rebate that matches the price of compute itself, with discounts for OpenAI reaching up to 105%. (1/3)🧵

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