$AMD(AMD.US) still carrying good community buzz after the data-center revenue surpassing Intel milestone. it's the clear number two in AI accelerators behind Nvidia, and the whole chip complex got a lift from the SK Hynix debut. i hold a small position and like the EPYC plus Instinct story, but the multiple is rich so i'm waiting for a CPI-week pullback to add rather than chasing.
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