Published

02 Dec 25

Updated

15 Jun 26

Views

1.7k

Invested

Advanced Micro DevicesAMD

Fair Value

US$907.32

Share price15 Jun

US$557.8938.5% undervalued

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1Y281.02%

7D7.74%

The "David vs. Goliath" AI Trade – Why Second Place is Worth Billions

TA

"Any sufficiently advanced technology is indistinguishable from magic." — I invest in making that magic real. Focused purely on the shift from Science Fiction to Science Fact. No specific sector. Just paradigm shifts.

Published

02 Dec 25

Updated

15 Jun 26

Views

1.7k

Invested

Shared on 15 Jun 26

Fair value Increased 105%

Nvidia is King, but AMD's Kingdom is Expanding Faster Than Anticipated

AMD is no longer seen as the “fallback” option to Nvidia as its data-center business ramps faster than expected and big cloud customers roll out large deployments that pair its server chips and AI accelerators. The bet now hinges on AMD proving it can keep winning big orders while its software and supply chain improvements translate into stronger profits.

206 views

Shared on 04 Feb 26

Fair value Increased 6.03%

Nvidia is King, but AMD is Building a New Kingdom

AMD starts to look like more than a backup option to Nvidia, as it positions itself as a complete AI computing package by pairing its server chips with its AI chips. The idea is that fast-growing data-center demand and a lower total cost for big cloud customers could make AMD harder to replace—and leave room for more upside than the market expects.

337 views

Fair Value vs Share Price

US$907.32

vs US$557.8938.5% undervalued

44%

Revenue growth

32%

Profit margin

Recent News & Updates

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Company analysis

Exceptional growth potential with solid track record.

Market capUS$909.7b

PB14.1x

Estimated Growth27.5%

Dividend YieldN/A

CEO & management

Lisa Su

CEO

4.1yrs

CEO Tenure

Operates as a semiconductor company internationally.