Analyzing AMD's Capacity & Lack of "A.I. Visibility" Despite Beat & Raise
Schwab Network · Schwab Network
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Show Notes
AMD Inc. (AMD) saw a slight rebound after Tuesday's postmarket earnings sell-off. Matthew Bryson attributes some of the stock weakness to a lack of "A.I. visibility." However, Matthew believes the company can grow significantly if it executes on its slew of deals that include OpenAI and Oracle (ORCL). Kim Forrest expects data center revenue to continue serving as a main growth driver. Her concern lies in capacity constraints with AMD already working on the previously mentioned deals.
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