AI Bubble Or Supercycle? AMD CEO Says Quiet Part Out Loud [Seeking Alpha]
Advanced Micro Devices, Inc. (AMD)
Last advanced micro devices, inc. earnings: 4/28 04:25 pm
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US:NYSE Investor Relations:
ir.amd.com/investor-overview
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Source: Seeking Alpha
AMD's deliberate pivot to high-performance computing and AI, anchored by chiplet-first architecture and rack-scale systems, is driving accelerated data center growth. GPUs remain the dominant accelerator, with ASICs as a complement, supporting AMD's opportunity in general-purpose, high-performance markets. I maintain a path to a $775 per AMD share base case and see a credible bull scenario near $1,000 if AMD executes on its data center ambitions. Jonathan Kitchen/DigitalVision via Getty Images Thesis Summary Lisa Su recently spoke at UBS's Global Technology and AI Conference. The Advanced Micro Devices, Inc. ( AMD ) CEO doubled down on the idea that we are not in an AI bubble, but More on my IG service Macro moves markets, and this is what I do at The Pragmatic Investor Join today and enjoy: - Weekly Macro Newsletter - Access to our Portfolio - Deep dive reports on stocks. - Regular news updates Start your free trial right now! This article was written b
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News
- Is Advanced Micro Devices, Inc. (AMD) One of the Best Augmented Reality Stocks to Buy Right Now? [Yahoo! Finance]Yahoo! Finance
- Advanced Micro Devices, Inc. (AMD) Presents at UBS Global Technology and AI Conference 2025 Transcript [Seeking Alpha]Seeking Alpha
- Nvidia servers speed up AI models from China's Moonshoot AI and others tenfold [Yahoo! Finance Canada]Yahoo! Finance Canada
- Nvidia servers speed up AI models from China's Moonshoot AI and others tenfold [Yahoo! Finance]Yahoo! Finance
- Advanced Micro Devices Secures Major Win as Vultr Plans $1 Billion Ohio AI Cluster Using Its Chips [Yahoo! Finance]Yahoo! Finance
AMD
Earnings
- 11/4/25 - Beat
AMD
Sec Filings
- 12/4/25 - Form 144
- 12/4/25 - Form 4
- 11/28/25 - Form 4
- AMD's page on the SEC website