You should buy AMD stocks and wait for the market to realize how big a problem this is for Intel. AMD's server just went from "competitive" to "dominating by 2X or more" overnight. This is an opportunity to make money for all of us who understand what is going on. There is no way Intel will not lose
significant server market share from this.
The only way to get to servers in data center is through network and the patch slows down network traffic significantly for small packets. Intel server's IO performance went down the drain just in time for AMD EPYC's arrival that offers superior IO performance. EPYC offered superior IO performance using more PCIe lanes that are connected directly to CPUs. That superiority just went from "price/performance competitive" to "dominating in every metric".
People who are benchmarking the effect of gaming performance of the patch just does not understand what is going on. Every disk access and network traffic happens through system call and the meltdown patch slows down all system calls. What type of workload uses disk and network a lot? Data center server workload, of course.
Buy AMD shares and wait a few month to profit. The stock price will move like it was 2016 all over again.