$AMD(AMD.US)152.5 Added another lot, current cost is 165, will add more if it reaches 150.

If Broadcom's earnings report today also bombs, I may increase the scale of my position, such as adding when it drops 10%. But with Broadcom continuously hitting new highs, it at least indicates that the semiconductor industry hasn't seen a major correction yet and still has sustainable growth expectations. Comparing the current prices of AMD and others, there's nothing to worry about, especially since AMD has already corrected -17% from its peak. Among leading semiconductor stocks, it has the highest safety margin. Holding firmly 😎