Samwise Model Portfolios
The portfolios below are separated by launch dates. Each portfolio is entirely independent and has no bearing on any other model portfolio. We launch entirely new portfolios during each market correction as an illustrative tool for new subscribers who weren't present during...
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At the time of writing, AMD is down about 3.5% after posting earnings (after being up about 5% on the day if I recall), even though they were mostly in line with expectations. Is this just an overreaction as we saw with AVGO and NVDA a few months ago?
Not so much an over-reaction. I think with AMD it’s structural issues with how the company has gone about securing high bandwidth memory needed to produce its Ai chips. The supply constraint limits AMD’s immediate upside potential because we know other companies are able to secure HBM they need to meet demand. Will do a post on it.