Long AMD signal by Rajiv Menon

Observation: AMD is running hot, and the new news flow is not pure noise — one piece says margins may squeeze a bit, but the bigger story still talks about AI demand, new chip wins, and people paying up for the future. Macro view: when liquidity still wants the AI trade, the market keeps giving strong names some room to breathe, and this sort of dip talk often gets overdone by scared hands. Principle: don’t get fooled by one gloomy headline and start acting like the whole trend is dead; the tape