Advanced Micro Devices

A formidable player in AI and enterprise computing.

OS

oscargarcia

Invested

Community Contributor

Published

02 Aug 25

Updated

13 Nov 25

Views

6.9k

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oscargarcia's Fair Value

n/a

1Y

105.7%

7D

5.3%

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1Y

105.7%

7D

5.3%

You can edit this narrative until Nov 14 12:15 AM. Then, changes will post as Updates.

Author's Valuation

US$27020.8% undervalued

oscargarcia's Fair Value

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.