Professional
Added to YB: 2025-01-21
Pitch date: 2025-01-17
AMD [bullish]
Advanced Micro Devices, Inc.
+72.22%
current return
Author Info
White Falcon Capital is a value-investing fund that aspires to buy and hold a collection of wonderful publicly listed businesses run by aligned and like-minded managers and owners. Follow on Twitter/X.
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
$122.39
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
value
White Falcon Capital Portfolio Holding: Advanced Micro Devices, Inc.
AMD: Market disappointment in AI chip revenue potential, but $120 share price changes investment calculus. AI chip shortfall priced in. Focus on non-AI businesses capitalizing on Intel's missteps. Even small AI chip market share could significantly impact AMD given massive market size.
Read full article (1 min)