We have the thought that AMD is selling the shovels to the cryptocurrency rush. With that being the case, their performance within their GPUs have been able to be a stand out product within the industry. We think this quarter will be a special shiner because of the reduction in inventory. One thing to keep a definite read on is what is said by AMD during the conference call regarding GPU sales and keeping up with demand, as well as guidance for the next quarter to the rest of the full fiscal year if stated. The taking on of Intel is a very good move in our opinion and appreciate that they're taking advantage of diversifying their business at the hand of someone else leaving a market behind to pursue another (AI technology with Nvdia).
Alden Investment publications are only meant for viewing pleasure and not to be taken in as financial advice or anything related to such.
Alden Investment publications are only meant for viewing pleasure and not to be taken in as financial advice or anything related to such.