Expect a big drop between now and January. With $(XLNX)$ merger announced any week now (for Jedi Su hasn’t fibbed yet) , the $(AMD)$ mkt. cap. will then exceed $(INTC)$ by about 1/7th. This will not be psychologically acceptable to INTC longs. I doubt Pat Gelsinger will sit quietly. The PE of INTC is below 10 now. He’ll speak some hyperbole soon as he has done.
Also, AMDs stock has been volatile for a few years. I hope it stalls now so I can buy more shares through January 1st at a great price.
For the long term, I’m bullish. I’m ready for the metaverse!
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