I think you got really lucky. Zen1 didn't ship until 2017 and it lagged severely behind in single thread. You had no idea what AMD was going to have.
Even AMD would tell you that they were surprise that Intel fell so far behind. They've been quoted saying this a few times.
Intel's 10nm Node (equivalent to TSMC 7nm) was suppose to ship in 2016! It didn't ship anything on the desktop using 10nm until Alder Lake in 2021. Five year delay.
Intel would have been well ahead of Zen2 in node technology. Instead, it was around 1.5 node behind.
If you made your bet purely on what was said inside AMD in 2015, you just got lucky. No one knew that Intel would be stuck on 14nm for 7 years when they were planning for 2 years.
I’m sure luck was involved (so many things could go wrong). But i tend to make money on bets based on what I hear on the fringe. AMD, Bitcoin, etc
Built this: https://insideropinion.com/
But use it for investments.
You can’t completely remove risk, but I invest in areas where insiders discuss publicly about their work. It provides insight often fundamentals lack; leaving massive potential upside.
I’m equal parts horrified and amazed. And curious what The Algorithm thinks about my ramblings.