AMD
Advanced Micro Devices, Inc.
About Advanced Micro Devices, Inc.
AMD designs and sells microprocessors, GPUs, and related technologies for computers, gaming consoles, and data centers. The company competes directly with Intel in CPUs and NVIDIA in GPUs. Under CEO Lisa Su, AMD has gained significant market share with its Ryzen and EPYC processors. AMD is also a major player in AI chips with its MI series accelerators and recently acquired Xilinx to expand into adaptive computing.
Analyst Coverage
All posts about AMD from our FinTwit analysts
AJ“OpenAI is buying AMD chips due to Nvidia supply constraints. This is the validation AMD bulls have been waiting for.”
AJ“MI300X adoption exceeding expectations. Server market share gains accelerating. This is the AI play hiding in plain sight.”
AJ“AMD was one of our top recommendations. The thesis remains intact.”
AJ“Extremely aggressive management guidance, business wins provide confidence. One of the 'least expensive growth' plays on PEG ratio.”
AJ“AMD Deep Dive: 45 slides breaking down the datacenter opportunity. MI300 is just the beginning — ROCm ecosystem maturing fast.”