$Advanced Micro Devices(AMD)$ Pull-back today is no surprise. It's just CES swing traders moving on to their next opportunity. Same reason we were up 4% yesterday. But the news from yesterday is overall positive. Dell's new offering of AI Pro PCs/laptops is a big win, giving AMD more access to the enterprise client market. AMD already dominates the DIY market, it's just a matter of time before the same happens with OEMs. The lower-end AI 300/200 chips are also competitive opportunities to squeeze Qualcomm and Intel out of the middle to lower tiers of laptops. AMD could realistically increase its client CPU sales by $5B+ this year. For long-term investors, today's pull-back is an opportunity to buy more shares under $130 before they are gone. GLTA!
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