Intel Corporation
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INTC/AMD and/or INTC/NVDA

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I think a rotation is in order here. INTC hasn't underperformed this two, and specially AMD like this in a long time. All timeframes look like this might be a bottom in the ratio, so, I'd reccomend swapping your AMD for INTC if you have any, and/or take the pair trade. As you know, I'm 10% long INTC, and also shorting NVDA, but I have no AMD position. The NVDA one will suffice, but I wanted to point this out to investors who might be holding AMD, sell it while it's hot.

Good luck,

Ivan Labrie.
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Looks like it's about to turn up.
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Doing well here. I'd reccomend covering AMD shorts if you didn't yet.
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