May. 6 at 1:22 PM
$AMD Expect NOTHING!! ER will fall flat.
$AMDS capacity and growth was/is always capped at
$TSM. Every new product they make goes into the same PO cycle as so many other products at TSM. It’s always a PO priority fight.
$INTC f’d up their opportunity with shitheads in management and allowed AMD to grow. AMD has great products, no doubt, but the MAKER business model with more product lines doesn’t scale.
$NVDAS TSM use is a better model with a limited product line that in high demand and provides top performance.
