$Advanced Micro Devices(AMD)$
Fellow longs, I always said that anything above 11/21 ath of $165 was a bonus because it was built on expectations and that sp gains would start showing after 1Q24 when MI300 revenue numbers would start showing in the earning reports. From 11/21 to 10/22 the sp dropped 67%, and yet we "recovered" to $227 on 3/24. We are "only" 30% down from the ath. We AMD long vets are not distracted by noise. Lisa is best CEO in the industry and AI business is starting. $250 eoy. The best is yet to come!
Semiconductor Companies & Industry DIG
The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics.
What companies in your watchlist? Do you have special comments to share?
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