$Advanced Micro Devices(AMD)$

$Advanced Micro Devices(AMD)$ I listened the conf. call again objectively wtihout any bias. It is a good call. Very good call. Su and Gene are saying that they will meet beyoun $3.5 Billions of Mi300; supply chain is secured to meet the challenge; their revenue is more on second half; they confident on meeting the goal; their margin is improving; they are confident in meeting $400B Market share by 2027.; $3.5-$4 is purely Mi300 silicon, memories- Not system.

I dont see any negative in their conf. call Q&A.[Lovely][Lovely][Lovely]

I anticipate some upgrades from Citi, Goldman, Piper Sandler, Cowen and Wells Fargo. Possible conviction recommendation from Goldman.

Still up!!!

AMD Plunge: Chip Stocks Start to Pull Back?

AMD fell 10% in after-hours trading. While AMD's fourth-quarter financial report exceeded analysts' revenue expectations, the guidance for the first quarter fell short of expectations. Affected by AMD's earnings, other semiconductor stocks also fell in the after hour trading. ------------- Will chip stocks start to pull back following AMD's earnings? Are you bullish or bearish on QCOM's earnings? Which chip stock is a better choice to invest in AI?

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