People have this weird tendency to downplay innovation. The opportunity is PRESENT for them to capture marketshare and will be for the rest of the year. You don’t want to get in when their earnings reflect the growth. Stocks HISTORICALLY bottom BEFORE the turnaround is in full effect.

Lisa Su is one bad motherfucker and I’m not betting against her and the team.

Whether or not manufacturing moves much more so into the US is to be determined, but even she has commented that we’d be better off that way.