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That's a great username, do you have another hardware investments you've made?

I invested in AMD around 95 levels, but I started selling them on recent tops around 175-180 to buy more INTC when they dropped after their guidance for Q1

It is not that I dont believe in AMD, I just believe that their growth potential is lower than INTCs.

Foundry businsss is crazy and has waaay higher entry level

What is your cost analysis on Intel's foundry arm? If AMD can support high profits using TSMC as a supplier...who also has high profits, why do you think Intel can compete on price and make good money?

Well, it is not like they arent aware of it.

They were pretty open about this on some earning calls and how do I see it?

I see it as room for improvement and maybe some kind of potential edge over duos like amd+tsmc

I see TSMC and Intel cost structures all the time...they run fabs very differently and the costs are no where near close to each other. When running a foundry the main component of being competitive is price and yield. Intel will struggle with both...mark my words.

ARM is about to announce a breakthrough in microarchitecture like you’ve never seen.

How about a hint? A source? A time frame? Anything?

Their name is insider-trade, so I assume it is a joke gimmick account.

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