AMD

Don't know if I'll hold through next earnings... Their processor lineup is the bees 's knees right now, but crypto is done for on GPUs in the mean time. AMD did not seem to be affected as much by crypto so feels like their rally must be processor sales.

In any case XILINX and Intel will dominate crypto FPGA mining in the foreseeable, and they'll need memory regardless (think micron, Samsung, hynix, elpidia)..... Until bitmain goes public.

Thanks for your thoughts. More and more people start to realize that AMD may really break Intel's total dominance... But you're probably right, I might also sell it in a month or so.. I've been holding it for a while.
 
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