XLNX - AMD: Still A Buy

• The Xilinx acquisition is to AMD what the Altera acquisition was supposed to be.
• There is a steady, emerging shift toward AMD in the datacenter segment.
• The supply constraints in the semiconductor industry are beginning to loosen, which will directly benefit AMD.
• Overall, I recommend buying AMD, selling puts, and/or engaging in a pair trade with Intel, AMD being the long leg.

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