5/10/19 Trade War With China AMD 27.21 to 27.96

Trade talk with China did not yield any agreement today. Higher tariff had gone into effect past midnight. Market down, Intel down and Nvidia down as well. AMD went up significantly. This is a very nice dissociation from Intel/Nvidia. Perhaps it is finally sinking in that AMD is eating Intel’s lunch for the next few years, enough time to grow AMD’s market shares in all the segments?

By Nvidia’s ER next week, maybe it will also be obvious that AMD is taking Nvidia’s share in the datacenter GPU space as well.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s