ngxiangyang
04-25

NOW looks a good entry below 90. Long term hold.

AMD Drops 5.7%: Is Sub-$400 an Opportunity or a Trap?
AMD fell 5.69% as de-risking sentiment triggered by the Intel-Apple foundry narrative swept across the semiconductor sector, dragging AMD lower alongside NVDA and INTC. The emerging "Nvidia vs. Cerebras" AI chip competition narrative simultaneously fueled fresh doubts about AMD's data center GPU market share ceiling. $400 remains medium-term core support, and the current pullback remains within a healthy range relative to recent gains, with no significant technical damage. Before AI inference chip dynamics are resolved, is sub-$400 a buying window or a value trap?
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