I had AMD at $78, sold ~$120 (too early :( ). Bought intel l...
I had AMD at $78, sold ~$120 (too early :( ). Bought intel leaps at ~$53. Going to continue to hold them. IMO, LittleBig is more influential than the market is giving it credit for, for mobile. I may be wrong there - we will see in 2022. I think the '2 year gap' the market is pricing in, is incorrect. A large part of AMD's advantage has been due to having TSMC's fabs and being able to work with smaller nodes. If intel matched them - they would crush amd. Unfortunately their fabs have lagged behind. Alder lake is using 10nm... it's still lagging. However, their new fabs look super promising and could turn intel back into the powerhouse it once was. Only time will tell... $Intel (INTC.US)$
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