Final update on amd from Hans:

AlanBright
2021-11-18

Final update on$AMD(AMD)$ from Hans:
He says the forward guide supports the idea of sustained accelerated broad based demand and is counterintuitive to the bear cycle theme. This is due to AI inflecting into production and changing the landscape of compute into ways that make the old ways of traditionally viewing these cycles...useless.

do you agree?

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