AMD entered a technical reversal right side after breaking 528; the pullback is a technical swing entry while above 501, with room toward the prior high.

Under his base and bull cases, the host sees AMD reaching $160B-$195B revenue by 2030 and a $1,000-$2,000 share price over the next few years; he holds long-term with no interest in selling near $500.

The host attributes AMD's drop to short-term profit-taking and concern that the NVIDIA event could slow the whole AI chain, without giving a clear directional call.

With Jensen Huang gone, Nvidia's grip cracks open and AMD's strong leadership can take more semiconductor opportunities.

The host discloses a larger current position in AMD than in Nvidia, but does not state a clear directional call on AMD.