RE:RE:RE:RE:RE:RE:Earnings Estimates for Q3 and Q4Great post, Pablo. Funny u should mention AMD. I felt that it was an under appreciated turn-around story, because the incumbent investors had experienced several failed turn-arounds, so we're blind to the "it really is different this time" facts: a far better CEO, Intel stumbling at 10nm (Charlie D's exposs were worth gold and ignored by the Street), and TSMC rocking it. Well, eventually the mass of investors caught on to the truth, and lots of $ was made by those sensing it early. Same was true of Micron before that.
Which lead me to look for other under appreciated turn-around stories. I believe Bomber is one.