关于AMD的问题

I only look at the following 4 semi companies for serious investment, all others are either ignored or just for day trading to make some money to buy business class ticket for next vacation :)

1: NVDA --- Reason obvious, no need to repeat

2: TSM ---  If semi is going well, TSM has to do well

3: ASML -- Without ASML, no one can make advanced chip -- Ignore 遥遥领先的忽悠

4: AVGO -- If Mag7 manage to make chips better than NVDA, then AVGO will be part of it