Professional
Added to YB: 2025-08-15
Pitch date: 2025-08-13
AMD [neutral]
Advanced Micro Devices, Inc.
+22.44%
current return
Author Info
No bio for this author
Company Info
Advanced Micro Devices, Inc. operates as a semiconductor company internationally. It operates in three segments: Data Center, Client and Gaming, and Embedded.
Market Cap
$354.6B
Pitch Price
$179.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
49.25
P/E
83.33
EV/Sales
10.05
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
AD Fund Management | July 2025 | Monthly Letter - LONG: Advanced Micro Devices, Inc.
AMD (holding update): Stock's strong rally continues as Trump reversed China export curbs, allowing NVIDIA to resume H20 AI GPUs (300k TSMC order). AMD raised MI350 AI accelerator price 67% to $25K, still undercutting NVIDIA. AMD shares/calls were top performers this month.
Read full article (1 min)