Thread regarding AMD (AMD)

Too much AI hype, too many execution risks

The sharp drop last week was a real wake-up call. AMD’s recent surge was clearly driven by the AI hype and the OpenAI deal, but now I’m starting to wonder how much of that is real growth versus inflated expectations. A single partnership won’t guarantee stability if execution or market conditions slip. I’m holding for now, but I’m worried this momentum might not last if the hype cools off.

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