Fascinating post, thanks for sharing your thoughts B&C

what a great week we just had...poet has slightly changed my perspective of the weekend :(

I love the conviction you have in poet for opportunity cost against amd, but I am motivated to add some amd to my portfolio after reading this...poet is the largest stock in my equities basket and it is supplemented by oracle and intel but I think amd deserves a spot in my AI shortlist

truly fascinating connections to amd with suresh and mama su working at TI for many years together...enjoy the ride and see y'all Monday!!

raider