The New Horizon event unleashed a big horizon for 7nm chips in the datacenter space.
The AWS deal reduces the risk to the investment story.
Analyst estimates for 2019/2020 are only taking into account baseline server CPU market share gains.
The recent dip in Advanced Micro Devices (AMD) to below $17 and Monday's drop to $19 are rare opportunities to own a tech company on a major dip in front of a massive new product release. The Next Horizon event highlighted the big opportunity in the datacenter, reinforcing our bullish investment thesis.