《If You Missed Palantir or Nvidia. This is Far Bigger.》
AMD是优于同行的首选投资，因其基本面更优、估值偏低（市销率17倍）且增长潜力高，五年牛市情景预计有1500%的上行空间。
你有英特尔，也有 AMD。AMD 下跌了 21%，ARM 下跌了 40%，英特尔部分下跌了近 40%。但它们在过去一年都大幅上涨。所以，它们经历了飙升，然后大幅回调。但现在我们只是坐享其成。
You have Intel and you have AMD. AMD is down 21%, ARM is down 40% and some Intel is down almost 40%. But they're all heavily up over the past year. So, they had the spike and then a massive correction. But now we're just sitting pretty.
在它们当中，选择英特尔、ARM 或 AMD 都不会错。但我尤其最喜欢 AMD。原因如下。因为我总是喜欢寻找故事最好、基本面最好、布局最好且最被误解的那一个。AMD 就是这样的典型。
Out of all of them, you can't go wrong neither with Intel or ARM or AMD. But particularly, I like AMD the best. And here's why. Because I always like to look for the one with the best story, the best fundamentals, and the best setup, and the most misunderstood. That is AMD in a nutshell.