Advanced Micro Devices (AMD) has been supply constrained and Western Digital (WDC) doesn't have enough storage, says Matt Bryson of Wedbush Securities. "At some point we are going to have over supply, the chips are very cyclical" he adds. He thinks the shortage will last into 2022. Nvidia (NVDA) is an outperform rating with a stock price of $640 by Wedbush.
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