Bullish: Punish the 1st runner-up
$Advanced Micro Devices (AMD.US)$ has always been a tough and resilent stock over the years. When compared to NVDA, AMD seems less appealing and Wall street has the tendency to punish the 2nd best. However, when compared to Intel, which used to be the leader in semi, AMD would be considered a great success.
The rotation from AMD to NVDA is only temporary and is a great opportunity to buy the dip. This dip is caused by the strong push in NVDA and investors being cautious before earring calls. In the long run, we see 2 winners championing different AI customer segments. ![]()
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We expect AMD to do well again this earnings just like TSMC as AI demand is still strong. We support the 2 winners perspective. And eventually see these 2 companies like Apple and Microsoft.
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104164139 : whay segment would that be
Amina B : who are you speaking on behalf of when you say we? I don't care about AMD. it is number 2
Kipbana OP Amina B : If you don’t care, you don’t have to comment because nobody care about whether you care or not too![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
104346163 : AMD is underrated![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")