Nibbling at AMD

Nibbling at AMD in the 90s the last few days. Hundred shares here, hundred shares there, some at 96, some at 94… hoping I don’t regret it a week from now

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Intel had a stronger than expected quarter. They mentioned that they expect they will lose share in the data center, which bodes well for AMD. I think AMD clients are going to continue to struggle though.


Since Server business is more profitable than client, i guess AMD will take that.

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Yeah. I love it. Follow the money. Whatever execution issues they have had over the decades, “server first” is still my north star. If you own the data center you’ll never go hungry.