[delusional]

> but that AMD has a theory but keeps it secret yet it gets the result of stock rise... is fishy.

It's not secret at all. Companies announcing a deal like this usually include some PR material alongside it [1]. In this one, the quote is:

    “Our partnership with OpenAI is expected to deliver tens of billions of dollars in revenue for AMD while accelerating OpenAI’s AI infrastructure buildout,” said Jean Hu, EVP, CFO and treasurer, AMD. “This agreement creates significant strategic alignment and shareholder value for both AMD and OpenAI and is expected to be highly accretive to AMD's non-GAAP earnings-per-share.”

"significant strategic alignment", "shareholder value", and "billions of dollars in revenue" are all things that should be expected to move the market cap. The "tens of billions in revenue" would generate upwards of 100 billion in market cap alone, assuming AMD's current multiple.

[1]: https://www.amd.com/en/newsroom/press-releases/2025-10-6-amd...