Endorsing AMD as a Big Beneficiary of AI Deals

3 months ago

Nick

"If you've been here a while, you know, late in 2024, we weren't so hot on AMD stock, but, the stock fell precipitously through first and second quarters of 2025. We warmed up to it again. If you've been here all along and not cherry-picking our comments, you know that we own AMD. And we think this is one that could definitely be a big beneficiary from all of that hyperscaler CapEx that is coming down the pike currently, and over the course of the next year or two, during this period of elevated capital expenditure from the big data center operators."

The speaker explains that despite earlier reservations, AMD has recovered in performance and is now positioned to benefit substantially from upcoming AI-driven deals and increased hyperscaler CapEx. The endorsement is supported by the fact that the team holds AMD in their portfolio, signifying strong conviction in its growth potential.

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