I invested in AMD around 95 levels, but I started selling them on recent tops around 175-180 to buy more INTC when they dropped after their guidance for Q1
It is not that I dont believe in AMD, I just believe that their growth potential is lower than INTCs.
Foundry businsss is crazy and has waaay higher entry level
What is your cost analysis on Intel's foundry arm? If AMD can support high profits using TSMC as a supplier...who also has high profits, why do you think Intel can compete on price and make good money?
hardware2win|2 years ago
It is not that I dont believe in AMD, I just believe that their growth potential is lower than INTCs.
Foundry businsss is crazy and has waaay higher entry level
j_walter|2 years ago
insider-trade|2 years ago
AnimalMuppet|2 years ago