Rolf Bulk
@rolfbulk
Head of Semiconductors & Infrastructure @FuturumEquities | No investment advice.
参加 January 2026
162 フォロー中 497 ファン
$AMD is selling off today on a soft 3Q guide, however, we see room for a material beat to 2027–28 expectations as Venice and Helios ramp in volume. Maintaining positive view.
