SMCI
Super Micro Computer
-- 42.000 TSLA
Tesla
-- 357.090 NVDA
NVIDIA
-- 138.630 MSTR
MicroStrategy
-- 380.300 INTC
Intel
-- 23.930 
AMD Growth Ahead
$Advanced Micro Devices (AMD.US)$ listening into AMD Q1 earning call, it had said to expect growth in Q2 and stronger growth in 2nd half of the year!
i believe it is inevitable that revenue will soon have enterprise sales higher than gaming as enterprises ramp up for AI!
so even with further drop in PC sales, the enterprise revenue should cover up with growth.
price target should be around $120
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