Added to YB: 2025-01-07
Pitch date: 2025-01-05
AMD [bullish]
Advanced Micro Devices, Inc.
+63.31%
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
$129.07
Price Target
313.43 (+49%)
Dividend
N/A
EV/EBITDA
56.04
P/E
115.77
EV/Sales
11.13
Sector
Semiconductors and Semiconductor Equipment
Category
growth
AMD: Can It Really Make 10X?
AMD: Leading chipmaker w/ 23% server CPU share, up from 0% in 2016. Innovative chiplet design gives edge vs Intel. Potential in AI inference chips. Strong financials: 4x revenue since 2019, minimal debt. Risks: intense competition, no durable moat. Est. 20% annual growth, $450B valuation by 2030 (2.5x current).
Read full article (19 min)