Shared on 13 Nov 25
Fair value Increased 29%AMD expects profit to triple by 2030 Here’s a concise summary of the AMD 2025 Financial Analyst / Investor Day (held 11 November 2025) and the key takeaways from management’s presentation. ⸻ Event Background AMD’s Investor/Analyst Day took place on Tuesday, November 11, 2025, in New York City and was webcast via their Investor Relations site.
Shared on 06 Oct 25
Fair value Increased 35%AMD's massive OpenAI deal What’s going on — the deal details Supply & deployment commitment AMD will supply GPUs (AI accelerators) to OpenAI over multiple years, targeting a total deployment of 6 gigawatts (GW) of compute. The first tranche — 1 GW — is expected to be delivered in the second half of 2026.
Shared on 06 Aug 25
Fair value Increased 11%AMD delivered solid top-line growth and forward guidance that exceeded expectations. However, investors were let down by slimmer margins and the export controls drama, especially impacting the high-value MI308 AI GPU business.