Q: I had a small position in Intel which doubled in very short time.
It seemed like a falling knife when we bought in but now there are supportive indicators.
What is your opinion on it ?
Would you add more on further weaknesses if you held a partial position or sell and run ?
It seemed like a falling knife when we bought in but now there are supportive indicators.
What is your opinion on it ?
Would you add more on further weaknesses if you held a partial position or sell and run ?
Q: Hi,
I asked a question on July 31 re Intel - would your analysis change with the investment by US government and Nvidia.
I asked a question on July 31 re Intel - would your analysis change with the investment by US government and Nvidia.
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Intel Corporation (INTC $38.01)
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NVIDIA Corporation (NVDA $201.31)
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Advanced Micro Devices Inc. (AMD $256.04)
Q: What do you think of AMD after the announcement of the new Nvidia/Intel partnership? If I understand correctly, it could it affect both AMD’s data center revenue and gaming revenue. My son, who is a gamer, still thinks AMD will do well in the gaming area. But with the US federal government taking a stake in Intel and now the partnership with Nvidia, it seems like AMD is being ganged up on on! Would you continue to hold or sell? Thanks.