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AMD
NASDAQNext earningsFeb 2AnalystsStrong Buy50+43%Information Technology · Semiconductors
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AMD is the only credible second source to $NVDA in merchant AI accelerators and the share-taker against $INTC in x86 server CPU. Data Center segment now >50% of revenue; Instinct GPU run-rate scaled from ~$5B (2024) to multi-tens-of-billions on MI300X / MI325X / MI350 ramps with hyperscaler anchor commitments.
ROCm software gap vs CUDA remains the gating constraint on share take.
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Long-form analysis touching AMD
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Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.