A Cautious Opportunity Emerges For AMD Investors

  • AMD stock fell over 7% due to Nvidia's export restrictions to China, impacting AMD's AI chip sales and contributing to a ~26% YTD decline. The Company's forward P/E of ~19x for 2025 EPS offers a margin of safety, prompting an upgrade in the stock rating. Advanced Micro Devices' diversified revenue mitigates the impact of potential Chinese market losses.