I feel you may not fully understand the company you’ve invested in. $AMD isn’t experiencing a chip shortage. Both Excelsior classes shirt and $NVDA are churning out product at full capacity, as are their AIB’s on the GPU side. The chip shortage ONLY exists in the commodity level chip sector (so chips for cars, 5G towers, low performance systems, etc.), not the high performance sector. The fact that you can’t find any of their processors or GPU’s is not because of a shortage of silicon but rather because of a generational level of demand due to a whole confluence of happenings. Which sounds good on paper, but what this actually does, in effect, is places a cap upon $AMD’s earnings ceiling.
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I’m not saying $AMD is a bad company. Su Bae made me a lot of money, they fire on all cylinders, and they crippled $INTC with one of the great ambushes of all time. I’m just saying your thesis of them having some sort of blowout of earnings has a Excelsior classes shirt in that it’s predicated upon something they don’t experience, and most of their sales are baked in because analysts understand what their total production capacity is.