Reported about 6 hours ago
The article discusses a bullish thesis on Advanced Micro Devices, Inc. (AMD), highlighting its new growth phase fueled by data center expansion and AI computing momentum. With approximately half of its revenue coming from server CPUs and GPUs, AMD is emerging as a key player against Nvidia in AI accelerators. Its strategy of integrating CPUs, GPUs, and adaptive accelerators positions it well for heterogeneous computing, and despite recent inventory challenges, long-term growth drivers remain strong. The stock is viewed as mispriced, with potential for significant appreciation as AI demand accelerates.
Source: YAHOO