AMD -- A Nice Day -- May 8, 2023

Locator: 44605CHIPS.   

Well, this is nice.

Margins, moats, and rolling 30-year horizon. 50-40-5-5.

Updates

May 9, 2023: what's going on with AMD?

Original Post

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All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 

Again, all my posts are done quickly. There will be typographical and content errors in all my posts. If any of my posts are important to you, go to the source. 

Note the P/E (394) and "they" say AAPL is expensive (with a P/E of 29). Oh, give me a break. 

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AAPL / Warren Buffett

I wonder if folks caught the two things Warren Buffett said about Apple / AAPL over the weekend.

Just saying.