$AMD(AMD.US)The current situation is a classic case of "buy the rumor, sell the news" and unmet expectations. I believe the bearish sentiment in India stems from the following: 1. Throughout 2026, AMD will have to rely on its already released MI300/MI350/MI450 series to compete head-on with NVIDIA's new architecture that is already being deployed at scale. 2. Q4 earnings included approximately $390 million in revenue from the MI308 China-specific version. However, management guidance suggests Q1 China revenue will shrink to $100 million, indicating that Q4's outperformance may not be sustainable. But fundamentally, this is still a very good company. I recommend buying 10%-20% of your position today. If it performs slightly worse, it might hover around $195-$205, which is already a decent price. If it drops further to $180-$190, you can buy more. Don't go all in at once. I hope to make big money in 2026, and I hope you all do too. Peace.