$Advanced Micro Devices(AMD)$

$Advanced Micro Devices(AMD)$ Still up 143% over the last year. $Marvell Technology(MRVL)$ is up 116%. $ARM Holdings(ARM)$ is up 106%. That doesn't look like a broken trade to me. The gap seems to be the market pricing in a reset after a monster run, while the underlying business is still being valued against AI spend that hasn't rolled over. Today feels more like profit-taking, not a verdict. Either the street re-rates it, or the discount stays locked in. The market decides.

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