AMD — Thought — LONGRIVER

Posts tagged AMD

2Q24 Letter

Some thoughts on Big Tech, Semis and GenAI, plus an update on Pinduoduo

Companies, Longriver, InvestingGraham Rhodes12 July 2024pinduoduo, Alibaba, Big Tech, China, United States, TSMC, Nvidia, AMD, Intel

ChinaJoy 2023

At the heart of China’s ACG sub-culture.

GamingGraham Rhodes1 August 2023China, Tencent, Netease, Gaming, Nintendo, Sony, Bandai Namco, AMD, Electric Vehicles, Meituan, Alibaba

AMD: The Challenger

Climbing one mountain and now attempting another.

CompaniesGraham Rhodes25 June 2023AMD, TSMC, Semiconductors, Fabless

Podcast: Will Thrower

Growth is Value.

Investing, PodcastsGraham Rhodes31 January 2022Tesla, Electric Vehicles, AMD