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To: Joe NYC who wrote (74081)1/29/2026 4:20:34 PM
From: ElroyRead Replies (2) | Respond to of 74132
 
I did the same trade about 18 months ago. Worked well.

AMD is fabless gaining market share and well positioned in AI.

Intel is, well, fabbed (gotta spend lots of money), losing market share, and counting on the government.