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OK, so I finally broke down and bought some AMD ($22K worth, about a third of my NVDA position). Although I still favor NVDA for its dominant AI position, NVDA is expensive and AMD has a more reasonable valuation and excellent growth options as it continues to eat Intel’s lunch.
Nice Frank. Also, as some of us here have been fiddling with: XLNX stock as a way to acquire AMD stock at some discount. The takeover ratio is 1.7234 and we are trading below the ratio. So when the takeover is approved (most likely within 3 months), XLNX should jump toward this ratio.
As of today AMD close, XLNX should be trading at $186 (or $26 higher)