The Analysts

Call · @mojo_flyin · unranked

@mojo_flyin

@mojo_flyin · Tue, Aug 11

Mojo@Mojo_flyin
For a while now I've been saying $AMD is heading into headwinds driven by structural cost increases & the disaggregation of the fabless model (where foundry & supply chain cost burdens are being passed on to the fabless design houses) This quarter $AMD proved my thesis: 🚨
24d agoview on X ↗media on X

tweeted Tue, Aug 11 · counted from Wed, Aug 12 close

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Exit AMD · High confidence

Confidence

High0.91

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Wed, Aug 12 · market close

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