$Advanced Micro Devices(AMD)$

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$Advanced Micro Devices(AMD)$ I listened the conf. call again objectively wtihout any bias. It is a good call. Very good call. Su and Gene are saying that they will meet beyoun $3.5 Billions of Mi300; supply chain is secured to meet the challenge; their revenue is more on second half; they confident on meeting the goal; their margin is improving; they are confident in meeting $400B Market share by 2027.; $3.5-$4 is purely Mi300 silicon, memories- Not system.

I dont see any negative in their conf. call Q&A.[Lovely][Lovely][Lovely]

I anticipate some upgrades from Citi, Goldman, Piper Sandler, Cowen and Wells Fargo. Possible conviction recommendation from Goldman.

Still up!!!

# AMD Plunge: Chip Stocks Start to Pull Back?

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