Just did a options call on AMD for 2/19
I hope this earnings call is what I expect it to be.
Id bet they have
AMD is becoming the defacto CPU in the perfomance/gaming laptop space due to cost and heat/power ratio. They have way less power draw than Intel producing better thermals and equal or better performance.
Now that the new NVIDIA mobile RTX 3000 laptops are dropping, you're starting to see more Laptop manufacturers offering AMD/NVIDIA configurations alongside Intel/NVIDIA/
they are competitive in the desktop space both GPU and CPU wise as well.
EDIT: oh yea, cant forget about the PS5 and XSX/XSS dropping and selling out as well