[ksec]

>As someone who had like 25% of their portfolio in AMD

>Nah. AMD was already profitable in 2018. This is just big mismanagement.

I guess you know they have debt, and they were paying them off, and were battling with other issues all the way till 2019 / 2020 when Intel had their misstep so they could gain something in the CPU server market?

[cypress66]

Yes. And they still could have afforded 30 software engineers to work on ai/compute painpoints.

But let's asume they thought it was too expensive back then. There's still no reason not to invest in software in 2020 when their gross margin was absurd.