All I want to know is, should we be investing into these companies as a result of these deals? Or should we be moving out of these positions.

The OpenAI/AMD deal has an explicit AMD price target of $600. I don't see how it can be any clearer.

All I want to know is, is the bubble going to pop next week, next month, or two years from now?

Welcome to the casino! Please enjoy your stay, and remember: the house always wins ;)

It’s not a casino, I’ve been winning for years.

By asking random people on the internet what to do?

Yes, many recommended good index funds or FAANG companies.

Never heard of a winning streak at casinos?

that doesnt make you nearly as special as you think