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b'Did wall street see AMD\\u2019s comeback coming? Do investment firms perceive the Ampere launch as more successful than Turing? How do investors see Intel\\u2019s future? Chris Rolland, Semiconductor Analyst at Susquehanna International Group, joins Tom to discuss.\\n\\n[SPONSOR: https://www.cdkoffers.com/]\\n25% software discount code: brokensilicon\\n3% discount code for everything: dieshrink\\nWin10 pro oem key 13$: https://bit.ly/2Wdfghh\\nWin10 Home oem key 11$: https://bit.ly/3dsbSFi\\nWin10 pro oem key FOR 2PC 20$: https://bit.ly/36DFHAB\\nOffice 2019 key 29$: https://bit.ly/2WdfBAz\\nWin10 pro oem+Office 2019 41$: https://bit.ly/3ea83Vo\\n\\n0:00 Who is our guest? What does a Sell Side Analyst do?\\n7:26 Remembering when AMD almost went out of business.\\n11:00 Nvidia\\u2019s Mining Boom (Fortnite boom lol)\\n15:30 Zen 1 \\u2013 were Financial Analysts Impressed?\\n20:33 Intel\\u2019s 10nm \\u201cFaceplant\\u201d & failure to take AMD Seriously\\n30:11 AMD October 8th (Zen 3) Presentation Expectations\\n39:40 RDNA 2 Expectations, Thoughts on Turing & Ampere\\n46:50 AMD\\u2019s ability to take Market Share\\n54:40 How does Wallstreet view Ampere\\u2019s Launch?\\n59:50 The Nvidia ARM Deal\\n1:05:08 Intel\\u2019s Mountain of Cash \\u2013 how much does it matter? \\n1:11:05 RISC-V\\n1:12:47 Is TESLA overvalued?\\n\\nChris: https://www.linkedin.com/in/christopher-rolland-6412a179/\\nhttps://www.google.com/search?q=amd+stock+price+over+time&rlz=1C1CHBF_enUS857US857&oq=amd+stock+price+over+time&aqs=chrome.0.0l2.3952j1j7&sourceid=chrome&ie=UTF-8\\nhttps://www.anandtech.com/show/14407/amd-ryzen-3000-announced-five-cpus-12-cores-for-499-up-to-46-ghz-pcie-40-coming-77\\nhttps://www.techradar.com/uk/news/amd-announced-the-ryzen-9-3950x-a-16-core-mainstream-processor\\nhttps://www.mooreslawisdead.com/post/nvidia-s-ultimate-play\\nhttps://twitter.com/mooreslawisdead/status/1312822947493670912\\nhttps://twitter.com/Avery78/status/1312805847475474434'