Added to YB: 2026-03-17
Pitch date: 2026-03-13
AMD [neutral]
Advanced Micro Devices, Inc.
+0.82%
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
$315.3B
Pitch Price
$194.97
Price Target
N/A
Dividend
N/A
EV/EBITDA
43.69
P/E
74.10
EV/Sales
8.91
Sector
Semiconductors and Semiconductor Equipment
Category
growth
AMD Stock Breakdown: What I Learned After Spending 100 Hours Researching AMD
AMD (overview): Lisa Su turned $3 stock into $300B co by outsourcing to TSMC, taking $25B rev from Intel. 35% rev growth, guiding 35% next 3-5yr. EPYC CPUs gain datacenter share via chiplet design w/ more cores. Instinct GPUs competitive w/ Nvidia on specs but trail on CUDA ecosystem & deployment maturity. Meta & OpenAI deals: $60B each, 6GW power, warrants for 10% equity. Risk: cyclical nature—op income -90% in 2021-23 downturn. Trades 65x FCF; if hit 35% op margin & 35% CAGR, implies 7.5x 2030 earnings. Upside if growth continues; risk if peak cycle.
Read full article (13 min)