AMD is a bull case, though I take exception with some of the language about AMD not being differentiated in gaming, PC, or embedded (consoles, AI engine/mobile leadership, and 2/3+ of embedded market with leading products), and AMD DOES cater to massive computational workloads and has leadership in HPC as well as AI hardware. Don't short sell AMD on performance. Though you can ding them on pricing/margins, but that's finally about to improve fast. Cheers!
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