$Advanced Micro Devices (AMD.US)$ is scheduled to hold the earnings call for the second quarter of 2024 on Wednesday, July 31, 2024 at 6:00 AM Japan time. This callIn subtitle translation format.Will be delivered. If you wish to watch, please 「Reservation」button.
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$Under Armour-A (UAA.US)$ ×2
peloton 1
TEPCO Holdings 1
This... isn't called a popular stock 😂

$Under Armour-A (UAA.US)$
This is not a lottery!!
I keep winning UAA only;;

I have a diverse portfolio, $Advanced Micro Devices (AMD.US)$ and currently holding it around $34.
I need to liquidate a significant portion of the portfolio for financial reasons. Only a part of the portfolio will remain.
The issue is whether AMD, after VUAA which remains a major part of the portfolio, should be one of the 4-5 stocks suitable for long-term holding of 10-20 years.
What do you think about this? Should I really hold AMD for the long term? Or should I sell after making a profit?
For reference: Other stocks that I hold are $Microsoft (MSFT.US)$ 、 $Apple (AAPL.US)$ 、 $McDonald's (MCD.US)$ and probably 1 to 2 other stocks.

Rio Tinto to acquire about 12% shareholding in Mitsubishi Corporation's Australian aluminum business.(Excerpt)
British-Australian resources giant Rio Tinto（RIO.AX)announced on the 11th that Mitsubishi Corporation(8058.T)announced that it will acquire a 11.65% stake in the Boyne Aluminum Smelter (BSL) shareholding. The acquisition amount was not disclosed.

On June 5th, $Taiwan Semiconductor (TSM.US)$ the closing price rose by 6.85%, setting a new record high share price. At the same time, $Qualcomm (QCOM.US)$ saw a 3.68%, $Advanced Micro Devices (AMD.US)$ It is a 3.86% increase. $Arm Holdings (ARM.US)$ TSMC's cumulative profit this year exceeded 57%.
TSMC's Chairman Wei indicated that the company is considering raising prices for its artificial intelligence chips, foundry services. At the same time, TSMC and $NXP Semiconductors (NXPI.US)$ are planning to construct a joint factory in Singapore.
Where do you think this wave in the semiconductor market is heading?