Advanced Micro Devices: Santa Gave Me A Christmas Gift, And I'm Buying The Dip

2024 has been a year for thematic trends like Generative AI & Semiconductors, with Nvidia ( NVDA ), Broadcom ( AVGO ) and Taiwan Semiconductor Manufacturing ( TSM ) up by a whopping 180%, 108%, and 98% YTD, respectively. However, there have been greater dispersions acrossAn undergraduate student and long-term investor who is passionate about Equity Research. Passed in CFA Level 1. My research interests cover technology, consumers, energy and materials. Please feel free to subscribe to my account to support ...