$Tesla Motors(TSLA)$ I once was quite skeptical on this company's buiness, but now it happens to be one of my favourite. Such a huge potential. Glad I hopped in.
As much as I believe AMD has a bright future and the potential is just huge, I kinda think the $100 won't be an easy level to be maintained with the current economic outlook. Locking up my profit as short-term play for now... could be a mistaken, it could flyyy without me riding, but better than getting locked in paper loss that could mess with our emotions. I'll be back though! $Advanced Micro Devices(AMD)$
I would say we could keep an eye on the market, have a reasonable allocation of fund for short term play in case if opportunities appear. But somehow I don't think it's the time to go heavy yet until at least Core CPI cools down and the reading has to be lower than CPI. But that's just me.
Semiconductor sector is not doubt gonna do well in the future, many things require chips now. However due to market uncertainties like inflation and supply chain issues during this very economic phase, I personally wouldn't be too optimistic for now. Perhaps wait until the inflation shows sign of reversal, but the risk is I might missed the chance of buying at very low price.
$Adobe(ADBE)$From what I see, people seem to be overreacting to the lowering of earnings guidance, while ignoring the fact that the company remains profitable during this whole high inflation period.