AMD

AMD: Open-Source AI Is The Catalyst, But Valuation Says Pause (Archive, Full Access)

Open-source AI tailwinds support AMD, but valuation and fading momentum warrant a Hold.

AMD: The Market Is Still Underpricing Its AI CPU Super Cycle (Archive, Full Access)

AMD’s agentic-AI-driven server CPU and GPU surge is still mispriced by markets.

AMD: Why I'm Going From Very Bearish To Confidently Bullish (Archive)

AMD’s AI megadeals, MI355X leap, and agentic CPU boom now justify a strong buy.

AMD: Why I'm Slapping A Strong Sell On This Market Darling (Archive, Full Access)

AMD’s overhyped AI story masks decelerating growth, margin risk, and rich valuation.

Advanced Micro Devices: AI Breakout Or Just Hype Around MI450 And Helios? (Archive)

AMD’s AI surge hinges on MI450 and Helios, but valuation and margins cap upside.

Advanced Micro Devices: What You Need To Know About The Deal With OpenAI (Archive)

AMD’s OpenAI mega deal offers huge upside but raises dilution, margin, and valuation risks.

Why Nvidia Still Outshines AMD (Archive)

Nvidia remains the superior AI winner on growth, valuation and trend versus AMD.