Briefly under $80 today

Regretting adding some a few days ago, but will probably add a few hundred more shares again. I haven’t seen anything that makes me think they will lose their edge vs. Intel, and that’s my main concern. Other parts of the portfolio like the DPUs are shaping up interestingly. Own the data center and the rest comes easy.

Remembering the days when we would see ASP for AMD chips between $60 and maybe $100 if we were super lucky. Wonder where it is now? Between the server parts and the game console parts I have no idea how this is computed now and how to compare apples to apples, but I’m sure it’s vastly better.

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