$Advanced Micro Devices (AMD.US)$ "I'm not a believer in moats when the market is moving as fast as this," Su said at the 2023 Code Conference.“We’re doing a bunch of interesting work with AMD, and I think they’re making increasingly compelling GPU offerings," Scott said. "I think they are gonna become more important in the marketplace in the coming years."

$Advanced Micro Devices (AMD.US)$ "AMD expects the acquisition to be accretive to non-GAAP margins, non-GAAP EPS and free cash flow generation in the first year." A surprise to many bears!
"While 16 months ago, scale was one of the drivers for AMD acquiring Xilinx, AMD has increased its revenue to such a point that that Xilinx can benefit a lot more from it than AMD can. I can see Xilinx getting wafer and packaging cost reductions as well as ATMP cost reductions...

$Advanced Micro Devices (AMD.US)$
AMD EPYC™ Processor Offerings Continue to Grow at AWS With New Instances for General Purpose Compute
https://www.amd.com/en/press-releases/2021-11-30-amd-epyc-processor-offerings-continue-to-grow-aws-new-instances-for

$Advanced Micro Devices (AMD.US)$ Steady to accelerated market share expansion: the simple reason to Buy and Hold!
Tencent Cloud and AMD Join Forces to Launch StarLake Servers in Southeast Asia:
https://www.hpcwire.com/off-the-wire/tencent-cloud-and-amd-join-forces-to-launch-starlake-servers-in-southeast-asia/
Tesla Model Y Switches From Intel to AMD Ryzen Processors:
https://www.tomshardware.com/news/tesla-model-y-amd-ryzen-intel-switch

$Advanced Micro Devices (AMD.US)$ $Xilinx (XLNX.US)$ $NVIDIA (NVDA.US)$ $Intel (INTC.US)$ Growing preference of EPYC processors reslulted in the number of AMD-powered supercomputers growing 3.5x year over year
https://finance.yahoo.com/news/amd-processors-accelerating-performance-top-140000929.html .
The Supercomputer wins and CLoud wins will accelerate Enterprise server market wins. I expect more enterprise server maket growth for AMD in the coming years.

$Advanced Micro Devices (AMD.US)$ As a high performance computing leader, AMD is the future, knowing Lisa Su is leading a very competent team making money for me every day, I am really feeling good. AMD, my strong hold.

$Xilinx (XLNX.US)$ $Advanced Micro Devices (AMD.US)$ $Intel (INTC.US)$ $150, sky is the limit. My strong hold.

$Advanced Micro Devices (AMD.US)$It's even funnier that Northland just upgraded AMD few days ago to $140, now in less than a week, it's gotten reversed to market perform.

$Advanced Micro Devices (AMD.US)$ $Intel (INTC.US)$ $Xilinx (XLNX.US)$ $NVIDIA (NVDA.US)$
Watch the CNBC interview video, Lisa claimed that unlocking incremental supply is a differentiator for AMD. Chip shortage is still ongoing but for AMD the condition is getting better and better. Lisa has never let me down, for years.
https://www.cnbc.com/video/2021/10/27/amd-ceo-lisa-su-on-facebooks-metaverse-plans-supply-chain-issues.html

$Advanced Micro Devices (AMD.US)$ Technically, If AMD keep trading sideway for another week, it is likely forming a handle for the cup. Fundmentally, AMD has never been better, hopfully we can see $150 by EOY.