Advanced Micro Devices Inc (AMD)

[BornAtNight]

I bought a few more shares today to round out position and average down a little. I have mixed feelings with respect to some of the "news" articles out that are speculation at best. I am thinking that the earnings report is going to be good and although it may not hit the highest possible expectation, it is definitely going to be in range and close. I am thinking it is going to be a net positive effect. I am still reflecting on one article that has expressed some concern about possible dampening effect of tariffs, what I am grappling with and trying to get more information on is would the tariffs disproportionately effect AMD as compare4d to the effect on Intel? Doesn't the same headwind effect all ships headed in the same direction as a rising tide lifts all boats? I do not know if intel has USA based manufacturing, I'm told AMD has it's manufacturing base abroad so, yes, I can see a possible disparity here.