Rolf Bulk
@rolfbulk
Head of Semiconductors & Infrastructure @FuturumEquities | No investment advice.
가입 January 2026
162 팔로잉 중 497 팬
$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.
