A formidable player in AI and enterprise computing.

CO
codepoet
codepoet
Invested
Community Contributor
Published
22 Jul 25
Updated
06 Aug 25
codepoet's Fair Value
US$155.00
11.2% overvalued intrinsic discount
06 Aug
US$172.40
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1Y
26.5%
7D
-2.2%

Author's Valuation

US$155.0

11.2% overvalued intrinsic discount

codepoet's Fair Value

Shared on06 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.