I'm ignorant in stock trading, I admit. But I dont understand why AMD stock isn't blowing up. It's done a recovery after a market wide dip, but hasn't all this Intel beating news raised the hype? So many other tech companies are so severly overvalued and hyped daily. Why is AMD a steady 28-32?
Considering how undervalued they have been for the last decade, things have moved definitively in the right direction. The recent releases and developments are still fresh news and i suspect the people/computers responsible for most of their volume operate at a longer timescale
I've read this elsewhere on HN, basically it boils down to having great tech doesn't mean everyone drops all their existing Intel tooling or Intel-optimized source code. If you care a lot about performance, then you'll care about those things. For everyone else, they just want a reasonably priced processor, and most PC manufacturers have large contracts to get those CPUs at a good enough price from Intel to also not want to switch all their motherboards and factory setups and driver in order.