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Posted by
Two Blokes Wed at 2:15 PM -
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Stock
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I am upgrading AMD to a BUY due to an attractive valuation and upcoming catalysts such as China trade war de-escalation and a new AI hardware cycle. AMD trails Nvidia in AI chip technology, with data center growth at 39% YoY (Q1) versus Nvidia's 427%, but its focus on memory and bandwidth is promising. AMD doesn't need to match Nvidia's pace; even modest AI inference gains and niche success can drive outsized returns of up to 10X from current share prices.
