Here's what i am doing after another blowout earnings. $AMD(AMD)$ is no longer an underdog, and future growth projections do not necessarily justify its current valuation. We review amd's q3 results and guidance. the easy money has been made in amd over the last six years, and future returns may look very different. $AMD(AMD)$ is a decent buy at $122, however, potential investors should buy through $Xilinx(XLNX)$ at $185 - a discounted proxy for $AMD(AMD)$ after dr. lisa su's reassurances about the merger.
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