$Advanced Micro Devices(AMD)$
Today, AMD beat back $Intel(INTC)$ to a point of an embarrassment, but it's still seen as a company incapable of putting two lines of code together without several bugs in it, and fumbling to spell the two letter word "AI". Now is the time to ride the AI tidalwave, which AMD has barely started to ride. After the market figures out what's going on, it'll be too late, the price will again, be remain 30x "overvalued" at new ATH, with future expectations built in.
This biggest risk factor for AMD, is if the AI hype train runs out of steam, expectations are unrealistic, and the tech will only be so useful. OTOH, AI is currently only about LLMs, but I think that's just a small part of the potential, there's likely to be a second wave of new applications beyond another boring LLM. The question is, how long can you hold to realize the full upside, should the current hype bubble deflate?
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