...AMD seems hurt a lot less than intel by these exploits so far, and are also releasing some really cool hardware. It might be good to buy some stock and see how the next few years go?
IIRC (not a down and dirty systems guy, not familiar with parlance) AMD CPUs weren't speculatively executing transitions to lower rings, which was the crux of Meltdown (as opposed to Spectre).
The big thing with AMD from my outsiders' perspective was their gambit on chiplets, which improved yields at 7nm quite immensely and could be done by Intel at 10/5nm down the road.
In terms of money though the thing to look at is power consumption, which dominates mobile and server spaces. Zen2 is a marvel because of its efficiency, and should start to appear among the big purchasers for cloud services in the coming months.
