@SpicyTrade: Advanced Micro Devices, Inc. ( $AMD ) stock analysis

@Tigerong:So we can only make some assumptions and some best estimates. Is inflation still high? Yes. It has not come down to the 2% target. There will most likely be more rate hikes, and that benefits fixed-income securities. How much more will stocks go higher? Honestly from a personal point of view, big tech’s rally was a bit of a surprise – firstly most corporates were either freezing or cutting headcount, and secondly, no one would have fathomed the positive catalyst that AI is bringing. The recent bull market is running forward ahead while near-term skepticism and uncertainty still linger. If you are risk aversive, there is no wrong in choosing to stay defensive at this moment. Returns on T-bills are as good as some REITs without the risk. Conversely, for those who are in it for the long run,