---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39955827.md"
description: "$AMD(AMD.US)I chatted with @lyhalfway for a while yesterday. He selects good companies and researches them continuously, like $Palantir Tech(PLTR.US). Only through continuous research can you hold on to it!I asked myself, how much do I really know about AMD?I also want to ask everyone, as an investor in it, what aspects do you think need to be researched? How can you truly say you understand it?Everyone is welcome to leave a comment in the comment section.I'm planning to sell some of my shares; it's almost at the previous high now."
datetime: "2026-04-16T05:11:10.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39955827.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39955827.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39955827.md)
author: "[不奋东西](https://longbridge.com/en/profiles/14442740.md)"
---

# $AMD(AMD.US)I chatted with @lyhalfway for a while …


### Related Stocks

- [AMD.US](https://longbridge.com/en/quote/AMD.US.md)
- [PLTR.US](https://longbridge.com/en/quote/PLTR.US.md)
- [AMDL.US](https://longbridge.com/en/quote/AMDL.US.md)

## Comments (6)

- **大涨耐心拿着不要盯盘 · 2026-04-22T14:21:49.000Z**: Boss, how do you deeply research and understand a company? Z Boss is too strong.
- **在埃及发呆的胖墩 · 2026-04-16T12:46:24.000Z**: Can we look into US DLO?
- **山顶交易员 · 2026-04-16T08:51:11.000Z · 👍 1**: 🤔🤔🤔Saw what Uncle Yaren said about net🌚🌚🌚 and decisively entered the market last Friday
- **輸棟樓的韭菜 · 2026-04-16T08:43:38.000Z · 👍 1**: What I admire most about Uncle Yaren is that after he thoroughly researches something, he can still continuously track and share his insights. Once I've researched something thoroughly, the price is right, and I've said all that needs to be said, there's really nothing left to keep expressing. 🫠
- **艾萨克·牛顿 · 2026-04-16T05:52:07.000Z · 👍 3**: Technically, it excels at chiplet design, giving it a cost advantage; management-wise, it's top-tier, no need to elaborate; in terms of demand, its one-stop solution is theoretically competitive.Risks:1. Heavily reliant on TSMC, with crowded orders. Can AMD secure sufficient capacity?2. Is there sus
- **石来运转 · 2026-04-16T05:45:01.000Z · 👍 1**: Excellent people attract each other