$Advanced Micro Devices(AMD)$

$Advanced Micro Devices(AMD)$ Perfect storm for AMD?

NVDA $NVIDIA Corp(NVDA)$ Blackwell issue (small or big is irrelevant, it's still in peoples head) and now the subpoena.

Intc $Intel(INTC)$ IFS 18A not up to scratch.

If our fearless leader Lisa Su executes as we all know she can, with the roadmap they have, AMD will be the big winner in 2025 especially when specs are out for new AI chips. Second half of 2024 won't be too bad either. Long and exicted.

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