$Advanced Micro Devices(AMD)$

$Advanced Micro Devices(AMD)$ Everyone is focused on the daily price moves while completely ignoring the underlying story. AMD isn't the same company it was 3, 5, or 10 years ago. New products are launching, data center keeps expanding, market share is growing, and Lisa Su has built a reputation for consistently underpromising and overdelivering. Could there be pullbacks along the way? Sure. But as long as execution remains strong, I think the next 12-24 months could be very interesting. A lot of people are still valuing AMD based on what it was, not what it's becoming. I'm staying long because the story has never been about next week or next month; it's about where this company could be a few years from now if management continues to execute. Lisa is well known for underpromising and overdelivering.

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