Position
AMD
Advanced Micro DevicesNASDAQ
LONG-3.5%
- Entry
- MAR 9$492.51
- Last
- $475.33
Thesis
The second source every large buyer wants to exist, whether or not they buy much of it. That position has value even when the share numbers stay unimpressive, and the server CPU business is winning on its own merits.
Writing
Notes on AMD
Nothing written on this one yet. A note lands here the moment it is tagged AMD, so the thesis above and the writing behind it never drift apart.