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Home Tech Summary Advanced Micro Devices, Inc. is downgraded to a Sell due to an unattractive risk/reward profile despite robust short-term growth. AMD's Data Center and CPU segments are expected to deliver strong, possibly supply-constrained growth, supported by AI-driven demand and product execution. Long-term uncertainties include reliance on partners like OpenAI and Meta, rising competition from custom chips, and the risk of customer vertical integration.
Even with optimistic revenue and margin assumptions, AMD stock's valuation offers only ~28% upside by 2030, with significant downside risk if market sentiment shifts. andresr/E+ via Getty Images In my last article on Advanced Micro Devices, Inc. ( AMD ), I upgraded the stock to a Hold. Q2 earnings were quite solid, and definitely bullish for the stock. Not only that, but as I was reading 3.18K Followers Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, META either through stock ownership, options, or other derivatives.
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