$Advanced Micro Devices(AMD)$

$Advanced Micro Devices(AMD)$ My plays in AI semi’s are $NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ $Taiwan Semiconductor Manufacturing(TSM)$. I have 500k in NVDA and 250k in AMD and 60k in TSM. I made in 7 months 200k in NVDA, lost 10k in AMD and made 6k in TSM.

NVDA numbers are proven and are amazing and the stock will outperform AMD in the 2nd half of 2024. I should be smart and double down on NVDA!! But I am wishing with a prayer with AMD for a good 2H24. I believe AMD isn’t strong enough in the AI space. They are to diversified unlike NVDA with 58% gross margins with their data center for AI semi’s.

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