$Taiwan Semiconductor Manufacturing(TSM)$ For a company that essentially controls 90% of the production for all the most advanced AI chips, I tend to think it remains undervalued.
$Advanced Micro Devices(AMD)$ I think AMD is deeply undervalued at these prices, making it quite a bargain. It's worth considering during any market weakness or price fluctuations.
$Advanced Micro Devices(AMD)$ Where's $Suncor(SU)$ and the management? Are they cut out for the AI race? Step up or find a CEO who can actually deliver. Su, we shareholders aren't interested in your awards or accolades. We're after stock appreciation like $Micron Technology(MU)$ and LITE.
Long-term investors in $Advanced Micro Devices(AMD)$ think in multi-year arcs, not quarter-to-quarter beats. They see the selloff as noise, not signal. - The AI TAM is expanding — $Advanced Micro Devices(AMD)$ is gaining share. - Guidance was conservative, not weak. - They see $Advanced Micro Devices(AMD)$ 's AI business as a multi-billion-dollar runway, not a one-quarter disappointment.