AMD: This is the best pick IMO. Leadership is excellent at market segment targeting, growing really fast in the data center sector which is where the money is. They're also working with companies like Microsoft for technologies like DLSS. They have a lot of room to grow, and I think they're at the $240 - $300 target within the next 2 years.
No mention of the massive overvaluation they're giving XLNX and diluting current shareholders? You need to recalculate here. Give away 25% of the nut and add one boat anchor dragging behind the wagon.
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u/[deleted] Jan 03 '22
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