Bullish Progress and Market Traction for AMD

about 1 month ago

Parkev Tatevosian, CFA

"I remember I would make videos recommending AMD stock as a buy and it was underperforming and it was trailing Nvidia by a large margin and investors in the comment section were disappointed and continued to express their frustration. When is AMD going to gain traction in this category? It's taking so long. They're never going to catch up to Nvidia. They're never even going to approach Nvidia. They started calling AMD the advanced money destroyer. And all of that sentiment has almost vanished here in 2025 as AMD has made progress. They've developed this 350 series and now the next generation 400 series and they're gaining significant orders, making large deals and partnerships with some of the buyers in deals worth billions and tens of billions of dollars approaching hundreds of billions of dollars. And so you could understand why investors are excited about AMD stock."

The speaker contrasts earlier bearish views on AMD with the notable turnaround driven by the company's technological advancements and significant partnerships, which have led to a surge in investor excitement. This commentary underscores strong growth prospects and increased market traction for AMD, bolstering its position as a compelling long-term stock idea.

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