We've seen AMD get beaten down before. Mostly, when the market was skeptical that AMD could take market share from Intel. This is different. Other semiconductors are at their highs. ETFs and indices with AMD holdings are at their highs. AI spending is at their highs. Something is off with this, and I think most longs here know that. And please respect yourself and leave the board as most of us here are seasoned AMD long investors, with 40,000% ROI, so far, and still holding tight to our positions. AMD has good products. Their problem is adoption. I trust that this will change, and that guidance was unnecessarily sandbagged.
Super Long AMD, NDVA, AVGO ... !
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