Long-term investors in $Advanc

Long-term investors in $Advanced Micro Devices(AMD)$ think in multi-year arcs, not quarter-to-quarter beats. They see the selloff as noise, not signal.

- The AI TAM is expanding — $Advanced Micro Devices(AMD)$ is gaining share.

- Guidance was conservative, not weak.

- They see $Advanced Micro Devices(AMD)$ 's AI business as a multi-billion-dollar runway, not a one-quarter disappointment.

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