1 Comment

Excellent article! From a long term point of view I worry about the rise in ARM for AMD. Sure they will win next year or the year after next as they gobble up share from Intel. But eventually x86 share will go down? Do you agree with that? With that in mind it worries me to be a AMD investor (longer term).

what is the best vehicle according to you to invest in ARM rise and RISC-V?

Expand full comment