If you understand what the two comments infer, you should not be surprised on today's rally

$Advanced Micro Devices(AMD.US)$ "I'm not a believer in moats when the market is moving as fast as this," Su said at the 2023 Code Conference.“We’re doing a bunch of interesting work with AMD, and I think they’re making increasingly compelling GPU offerings," Scott said. "I think they are gonna become more important in the marketplace in the coming years."