Added to YB: 2025-09-16
Pitch date: 2025-09-14
AMD [bullish]
Advanced Micro Devices, Inc.
+31.73%
current return
Author Info
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Company Info
Advanced Micro Devices, Inc. operates as a semiconductor company worldwide. It operates in three segments: Data Center, Client and Gaming, and Embedded.
Market Cap
$360.0B
Pitch Price
$160.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
56.04
P/E
115.77
EV/Sales
11.13
Sector
Semiconductors and Semiconductor Equipment
Category
growth
$AMD: The AI Inference Revolution is Just Beginning
AMD: Positioned to capture AI inference market (90% of AI costs, growing 2-3x faster than training) w/ 40% cost advantage vs NVIDIA. MI355X delivers superior TCO, open ROCm architecture vs proprietary CUDA. Oracle 131K GPU deal, $6-7B AI revenue 2025 → $13-15B 2026. Risk: ROCm adoption lag.
Read full article (4 min)