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Posted by
Two Blokes Apr 18 -
Filed in
Stock
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I reiterate my "Strong Buy" rating for AMD, citing massive undervaluation and strong growth prospects in AI and data center markets despite recent stock underperformance. AMD's Q4 revenue of ~$7.6 billion and EPS of $1.09 beat expectations, driven by significant growth in the data center segment. The potential $800 million tariff-related charge is manageable, with AMD's diversification and strong AI and server market positioning mitigating long-term risks.
