$Advanced Micro Devices(AMD)$

Fellow longs, I always said that anything above 11/21 ath of $165 was a bonus because it was built on expectations and that sp gains would start showing after 1Q24 when MI300 revenue numbers would start showing in the earning reports. From 11/21 to 10/22 the sp dropped 67%, and yet we "recovered" to $227 on 3/24. We are "only" 30% down from the ath. We AMD long vets are not distracted by noise. Lisa is best CEO in the industry and AI business is starting. $250 eoy. The best is yet to come!

# Semiconductor Companies & Industry DIG

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  • YueShan
    ·04-19
    Good ⭐️⭐️⭐️
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