$美国超微公司 (AMD.US)$
AMD始终令人失望

$英特尔 (INTC.US)$
targeting 15 usd for next earning call in October. may be a dip buy right before the bullish November.
fundamental is disappointing. raptor lake with issue. meteor lake doesn't sell well. lunar lake feeding TSMC. bartlett lake delayed due to flawed design. battlemage is a joke.
intel was the founder of x86 era however it takes time to recover like 1 year or 2.