2 ms·

The downside is priced in. Stock changes now are about expectations for future releases. The market has bet that Zen 3 will be good (short term) and Intel will

The downside is priced in. Stock changes now are about expectations for future releases. The market has bet that Zen 3 will be good (short term) and Intel will regain ground over the long term.

deleted 6y ago
[deleted]
late2part 6y ago
I gently disagree. I believe this is a sleeping giant and the analysts/market have not priced it in. I'm laddering puts.
- baskire 6y ago
  Wouldn’t it be more profitable to do calls on AMD?
  - smabie 6y ago
    Probably the better idea would be to be market neutral and long amd while shorting Intel.