AMD Q2: We Weren't Wrong
Summary
Advanced Micro Devices, Inc. has outperformed the market substantially since we recommended against investing in the com...
Advanced Micro Devices, Inc. has outperformed the market substantially since we recommended against investing in the company. Despite that, the company's margin growth has stopped indicating the peak of pricing powers. At the same time, while the company is competing against Nvidia effectively, datacenter growth is slowing down.
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AMD