$Advanced Micro Devices(AMD)$

$Advanced Micro Devices(AMD)$ Oil, the Fed, Korea — these are some of the notoriously bad months for markets. I wouldn't be adding here, AMD or otherwise. I also wouldn't be selling. Fundamentals and earnings haven't changed. I don't expect AMD earnings to be some kind of magic bullet, and it helps to keep the bigger picture in mind. By late August, summer wraps up, traders return, kids are back in school — that could set up a solid buying opportunity, similar to what we saw after the DeepSeek drop and the April tariff sell-off. The media is feeding off the semis declining and amplifying the panic. Yes, AMD and MU had parabolic moves. Is it over? No way. I do have a lot of money on the sidelines, but I sold my Micron and SOXL with big gains. I'll look to redeploy capital toward the end of summer. I've been in the market for over 30 years. A few more weeks of pain could be ahead.

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