"Little Brother" AMD Can Prove It's "More Than Second Fiddle to NVDA"
Schwab Network · Schwab Network
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Show Notes
AMD Inc. (AMD) reports earnings after the close Tuesday. The company has soared more than 70% since its last report in May. Sam Vadas says now is the time for the A.I. company to shine. One bullish sign she sees for AMD: CapEx spend from giants like Alphabet (GOOGL), Microsoft (MSFT), and Meta Platforms (META). Tim Biggam says AMD needs a "big beat" to justify the significant rally. He offers an example options trade for the A.I. company.
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