News Events Push Around AMD Stock [Forbes]
Microsoft Corporation (MSFT)
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Source: Forbes
In the last 72 hours, two significant events took place that fundamentally threaten AMD's standing as the “AI Alternative.” First, the White House reopened the Chinese market to Nvidia. Second, Oracle—arguably AMD's most vocal supporter—hit an accounting hurdle. See Why You Should Wait Before Buying Oracle Stock. Let's examine why the “MI300 Bull Case” is undergoing its toughest challenge yet. This isn't about chip speeds; it's about the dwindling window of opportunity. The Thematic Anchor: The “Second Source” Thesis AMD's complete AI valuation relies on one principle: Scarcity. The Old Narrative: “Nvidia is out of stock, and they can't sell to China. Therefore, customers must acquire AMD's MI325X.” This was genuinely positive for AMD's visibility and demand, although adoption probably wasn't overwhelmingly significant. The New Reality (Dec 11): That scarcity is disappearing. China Unlock: With Nvidia authorized to ship H200s to China (with possible tariffs), the enormous g
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