Bullish Long-term Potential for AMD Amid AI Catalyst

3 days ago

"Now, overall, I think there is a lot of great information. I think for AMD, the long-term thesis is still pretty much intact. I still believe this is a trillion dollar potential company, especially if the MI450 comes out and delivers without any form of hiccups or mistakes. Now, that's the issue, right? If the MI450 Helios wreck is a whole massive different system and they will if issues do arise, the market will punish AMD accordingly. So nearperfect execution is needed and this is something that's not as easy as just selling a chip. But overall I'm pretty pretty bullish for the stock and I don't mind taking the risk with this one."

The speaker remains bullish on AMD's long-term prospects, emphasizing the company's potential as a multibagger if the MI450 is executed flawlessly. They highlight significant revenue growth catalysts driven by AI partnerships and market share expansion, while cautioning that any execution missteps could lead to market punishment.

Related Stocks