AMD Underdog with Significant Upside Potential

2 months ago

"Now it's time to give you an update on a key play AMD. So talk AMD advanced money dispenser I mean uh advanced micro devices. So CEO Lisa Sue says AI business is going to grow more than 60% a year for 3 to 5 years. And a lot of folks are now screaming about this stock. But for context here, I've been yelling hard all year about AMD and really for years about AMD and the lopsided upside potential that it has. But I know it's long been an underdog, a second to Nvidia. People thought, "Why would I buy AMD if I could just buy Nvidia?" And we've also been big fans of Nvidia. But a lot of folks just simply completely overlook anything that's an underdog. They only buy once everybody else has bought and everybody else believes in it. And at that point, a lot of the upside has already been erased."

The speaker emphasizes AMD's strong growth prospects in its AI business and its underdog positioning relative to Nvidia. Despite being overlooked by many investors, AMD is portrayed as having significant upside potential, especially with expected robust growth rates over the next few years.

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