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AMD still shows growth potential in the coming years - Media's fear tactics likely to pluck out more "bag holders" - Cautious buying ahead

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SkyyLite2Invested
Community Contributor
Published
March 02 2025
Updated
March 02 2025
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SkyyLite2's Fair Value
US$160.26
38.7% undervalued intrinsic discount
02 Mar
US$98.23
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-52.2%
7D
-9.1%

-Excesses & Corrections: AMD & its competitors are hyper-focused on their strategies to transform the world with Artificial Intelligence while the world economy is continuing to recover from 2020's pandemic. While there's been improvements towards A.I. capability, there's also been stuggles with some reputible semiconductor companies' ability to deplete their inventory.

-Fears that the U.S. economy is supported by underestimated inflationary tactics along with overwhelming amount of debt lending to consumers & small businesses between 2015 ($625b) to today ($1.1t).

-New developments from DOGE about U.S. government organizations such as USAID have surfaced, exposing evidence that the Federal Government's use of U.S. Taxpayers as mishandled, misused, and even fraudulent. Questions are starting to brew about whether or not the CHIPS & Science Act & Inflation Reduction Act were even helpful or worse, was used for other means unaware by U.S. Taxpayers. Considering the downfall of many solar panel companies such as Sunpower & semiconductor companies such as Intel making a major loss throughout 2023 & 2024.

What more are U.S. Taxpayers/Investors going to learn about in 2025?

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Disclaimer

The user SkyyLite2 has a position in NasdaqGS:AMD. Simply Wall St has no position in any of the companies mentioned. The author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.

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SkyyLite2'sFair Value
US$160.3
38.7% undervalued intrinsic discount
Future estimation in
PastFuture-589m46b2014201720202023202520262028Revenue US$45.8bEarnings US$5.0b
% p.a.
Decrease
Increase
Current revenue growth rate
15.09%
Semiconductors revenue growth rate
0.89%