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joseph pareti

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joseph pareti

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Friday, 07/27/2018 9:16:50 AM

Friday, July 27, 2018 9:16:50 AM

Post# of 151678
On this thread, I am hearing basically the same narrative as when I was an active Intel investor, and that invariably goes like an Intel vs. AMD dispute. Meanwhile the world is changing to AI, blockchain, quantum and neither of these companies, to be honest not even Intel are tier 1 in that space. Of course, cloud is king but again there are other more prominent logos, and if there is one lesson we can learn today, you either beat consensus like Amazon does or else the stock will decline.
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