DNY59 The semiconductor business is inherently cyclical, driven by economic cycles. There are steep plunges during contraction, followed by very attractive returns during expansions if one chooses quality over discount (read: Intel). As I am all about total returns and hunting alpha, Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the quality companies I am loading up on during weakness, expecting double-digit annual returns long term. One of the many reasons I am taking such an ultra-bullish stance on ...