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Why this top investor is fleeing AMD but buying SanDisk after both stocks crashed

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Why this top investor is fleeing AMD but buying SanDisk after both stocks crashed

AMD and SanDisk each dropped ~9% after reporting strong quarterly results, signaling investors were not fully convinced by the updates. Despite the similar price reaction, James Foord is bearish on AMD while remaining bullish on SanDisk, implying differing forward opportunities or risk assessments between the two.

Analysis

AMD and SanDisk each dropped ~9% after reporting strong quarterly results, signaling investors were not fully convinced by the updates. Despite the similar price reaction, James Foord is bearish on AMD while remaining bullish on SanDisk, implying differing forward opportunities or risk assessments between the two.

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