I think this has less to do with AMD being a “hot stock” and has a lot more to do with how shitty Intel has been excuting for the past few years and being sort of caught with their pants down.

When AMD was a $2.50 stock and almost dead with a crappy product, that was speculation.

When Lisa Su joined and the Ryzen architecture came up that became less speculation.

When Intel delayed their 10nm the third time that was less speculation…

When Spectre and Meltdown hit intel and only a software patch can be made, that was less speculation (and funny as hell)…

When Intel is still stuck on 14nm and now is having production issues and has to outsource to TSM, that’s a big deal. It means,Intel is capacity constraint….and likely their 10nm is delayed further.

When Intel server chips are not going to ship on 10nm until 2020 and AMD will be shipping on 7nm with TSM later this year, that adds to a growing list of fckups that is hysterical.

Perhaps because I am a geek and follow all these things, I am enjoying this slow moving Intel train wreck.

Stock analysts are finance guys that usually.dont understand the tech, so I think it’s pretty funny most of them have written off AMD until recently… And hedge funds and investment groups listened to them and (gasp) went long on Intel in the 50ies or (even more funny) went short on AMD when it was a single digit… This isn’t an AMD short sellers short squeeze, it appears to be more like an AMD short seller’s chokehold….
So glad they are getting burned big time in the short term…. ha ha…

We will see what the future holds. please more fvckups, Intel.