When it hit $58, I told my son he should buy back in (he sold at $100) on the downtrend. I called him last night and asked if he saw AMD afterhours price. He didn’t buy back in!
Your purchases in the 90-110 range look good right now.
For me, I worry that Intel will catch back up with AMD on the cpu manufacturing front or that ARM will start to outperform cpu’s. Also, AMD doesn’t so far seem to be making serious inroads on the gpu front vs Nvidia. Next, Nvidia has such a huge lead in AI. Lastly, I hope China leaves Taiwan alone. The increased tension on the technology front between USA and China concerns me. Only time will answer these questions…doc
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