Fabs, Feeds, and a Screen That Prints Money

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Noah Zelvis
October 28, 2025

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AI demand is still slamming into the physical world, more wafers, more yield, more tools that keep lines humming.

One quiet winner sits at the checkpoint between made and made right. If the build-out continues, the multiple may have more room to breathe.

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Supercomputing

AMD’s Chips Are Powering America’s Biggest Science Flex Yet

The U.S. government is teaming up with Advanced Micro Devices (NASDAQ: AMD) on a $1 billion partnership to build two next-generation supercomputers that could rewrite the playbook for science, energy, and national security.

These machines are designed to simulate nuclear reactions, model cancer treatments, and even help crack the code on fusion energy.

In other words, the tech behind your gaming PC is now helping recreate the center of the sun.

Project Lux and Discovery: Science Goes Turbo

The first system, Lux, will launch within six months and run on AMD’s MI355X AI chips, co-developed with HPE, Oracle, and Oak Ridge National Lab.

It’ll be three times more powerful than today’s best AI supercomputers and fast-tracked for deployment in record time.

The second system, Discovery, lands in 2029 and uses AMD’s upcoming MI430 chips, designed to fuse traditional supercomputing with cutting-edge AI capabilities.

Why It Matters

This isn’t just about bragging rights in silicon speed.

These AMD-powered machines could help design safer nuclear power, discover lifesaving cancer treatments, and give the U.S. a serious edge in AI research.

For AMD, it’s proof that its chips aren’t just running games and chatbots — they’re now running humanity’s next big breakthroughs.

Ecommerce

Amsterdam, Meet Alexa: Amazon Goes All-In on the Netherlands

Amazon (NASDAQ: AMZN) is pouring $1.6 billion into the Netherlands, its biggest investment yet in the country to supercharge logistics, expand its seller network, and roll out new AI-powered tools for local entrepreneurs.

Over the next three years, the retail giant plans to shorten delivery times, improve marketplace technology, and give Dutch businesses smarter ways to manage and market their online storefronts.

Smarter Shops, Faster Deliveries

Part of the investment will fund the development of AI systems built specifically for Dutch sellers, helping small businesses predict demand, automate product listings, and customize ad campaigns.

On the logistics side, Amazon is expanding its network to reach more customers across mainland Europe, aiming to catch up to local rival Bol.com, which still dominates the region’s e-commerce scene.

Prime Ambitions in the Lowlands

With around 1,000 employees already in the Netherlands, Amazon’s fresh capital signals it’s playing the long game in Europe’s competitive retail market.

Between AI-powered seller tools, next-day delivery ambitions, and an aggressive regional expansion plan, the Dutch market may be about to see what happens when Amazon goes full Prime mode.

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Payments

PayPal Turns ChatGPT Into a One-Stop Shop for AI-Powered Payments

PayPal (NASDAQ: PYPL) is taking shopping inside ChatGPT to the next level.

The company announced that it will integrate with OpenAI’s Agentic Commerce Protocol, a new system that lets users discover and buy products directly through AI apps.

Combined with OpenAI’s Instant Checkout feature, the upgrade will allow shoppers to confirm their orders, shipping, and payments all within ChatGPT — no browser tabs, no redirects, just instant retail therapy powered by AI.

AI Gets a Wallet

Starting next year, PayPal wallets will work seamlessly inside ChatGPT, giving users the same buyer protection, seller coverage, and dispute resolution they’d get on traditional platforms.

Merchants using PayPal will have their catalogs automatically appear in ChatGPT searches for categories like fashion, beauty, home improvement, and electronics, with PayPal handling all the backend routing and payments.

Why It Matters

As people spend more time inside AI apps, PayPal wants to make sure it stays the default checkout button for the AI era.

The company is also launching a new agentic commerce suite, giving sellers the tools to manage payments and analyze shopper behavior across multiple AI platforms.

The message is clear: if AI is the future of shopping, PayPal plans to be holding the receipt.

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Recent Tech Movers

Celsius (NASDAQ: CELH)
Energy Drinks with Main-Character Momentum

CELH has been a rocket, brand heat, new flavors, and the Alani Nu deal widening shelf space.

The category tailwinds (zero-sugar, functional) are still blowing, and the playbook of distribution, innovation, and high repeat rates keeps working. 

The rub is valuation that assumes very few stumbles.

If you want in, think buy the dips, not the headlines, and watch gross margin and international penetration to justify the premium.

Tempus AI (NASDAQ: TEM)
AI that Shows Up in the Chart, Not Just the Deck

Tempus sits where hospitals, diagnostics, and pharma budgets meet data.

More companion diagnostics, more imaging AI, more trial matching, i.e., revenue that rides clinical workflows, not hype. 

The bull case here is diversified lines (Dx, software, life-sciences services) smooth the ride as new FDA clearances stack.

The job now is converting momentum into repeatable unit economics, and keep an eye on payer traction and software attach.

Roku (NASDAQ: ROKU)
Ad OS with a Remote and a Runway

Roku’s getting friendlier love from the Street again. There’s fresh Buys, a $130 target, and chatter about sustainable platform growth.

The pitch is simple, as it’s the operating system for TV ads, with reach across roughly half of broadband homes and a growing slice of viewing time.

If the ad market keeps thawing and retail/media partnerships compound, ARPU can keep grinding higher.

Risk check here. Execution on ad tech and profitability beats what they’re feeling like, look for cleaner FCF trends before you size up.

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The Yield Police With Pricing Power

KLA (NASDAQ: KLAC)

If chips are the new oil, KLA owns the dipstick. Its inspection and metrology gear sits mid-assembly line, deciding which wafers make varsity and which get benched.

As foundries crank up for AI, HBM, advanced packaging, leading-edge nodes, every incremental dollar of capacity begs for better yield.

That’s where KLA tends to get a seat and a service contract.

Buyers like it because momentum is real, estimates are drifting up, and the business tilts toward higher-margin tools plus sticky services.

It’s the definition of building the base so you don’t have to bet on which GPU wins if you own the company that helps all of them pass QA.

Add the recurring spares/service flywheel and you get cash flow that doesn’t need perfect macro to show up.

What could scuff the gloss, though, is that premium multiples mean little forgiveness if capex cycles wobble or export rules whipsaw mix.

And competition doesn’t nap at the high end. But as long as AI keeps dragging fabs to tighter geometries and gnarlier stacks, the yield bar keeps rising, right into KLA’s pricing power.

Actionable take: treat KLAC like a quality compounder in a cyclical jacket.

Build on red days, trim into euphoric ramps, and watch foundry capex commentary (HBM, CoWoS/advanced packaging) as your early signal.

If orders stay firm and services grow as a % of revenue, the quiet tollbooth thesis holds.

Everything Else

  • 🔮 AMD jumped after word that IBM can use its chips for quantum work, giving the silicon star another catalyst as shares popped on the report.

  • ⚖️ Regulators said TikTok and Meta broke transparency rules under Europe’s tech law, turning up the compliance heat.

  • 🤝 Anthropic tightened its ties with Google Cloud via a TPU compute deal, because model training wants all the horsepower it can get.

  • ☁️Amazon plans to invest about €16B into Dutch operations, scaling logistics and cloud in the Low Countries.

  • 🦘 Australia is taking Microsoft to court, alleging it misled roughly 27 million customers on data and privacy.

That's our coverage for today; thanks for reading! Reply to this email with feedback or any tech stocks you want me to check out.

Best Regards,
—Noah Zelvis
Tech Stock Insider