AdairHoratio
07-31

$Advanced Micro Devices(AMD)$ $NVIDIA Corp(NVDA)$ $Intel(INTC)$ I was buying into the print, not because I think they're a market share taker from Nvidia anytime soon, but I think there's plenty of market share to take from Intel this cycle and beyond.

That's the good thing about AMD. They barely benefitted from the AI run when followed the other AI companies.

Having AMD stocks lets you play several upside opportunities. AMD is strong in a lot of fields. Basically the only field they don't really play in is mobile phone.

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