$Advanced Micro Devices(AMD)$ I haven’t seen anyone post or mention the a wHole comments from the MS schill who has been a perma bear on amd and had to admit he was wrong about two years ago while his clients watched amd quadruple from his bearish pps thesis. From investing dot com; "Morgan Stanley Analysts said in a note that AMD appears to have reduced its CoWoS wafer bookings at TSMC) for 2025 due to uncertainty about MI325 demand."
But not to worry, Nvda picked up the excess supply .Let’s see, will I believe this DB or Dr Lisa Su who says demand way exceeds supply? Hmmmm, nice try MS. Why does anyone listen to these more ons . You know when they open their mouths manipulating nonsense comes out. Long and strong AMD. Not sure about $250 by Christmas but at least $200 by then. GLTA longs- Wally
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