AMD has a strong competitive position as it steals market share from Nvidia in 2027-2028, offering the best growth among semiconductors.

We'll talk about what this means for AMD moving forward and what this means for the market in general moving forward, okay?

Let's talk about what this means for AMD.

Now, what does it mean for the um the market, right? And and what does it mean for AMD? Well, first off, What does it mean for AMD? AMD, Ooh, it's hard to do. Uh it's a neutral to slight positive.

The biggest thing in regards to these numbers for AMD is you just couldn't hear anything like, "Oh, everybody's going to stop spending." If everybody's going to stop spending like Meta and Google and Amazon and all those companies, okay, we're screwed, right?

But that's not the situation. They're spending, you know, every dollar

Uh AMD's in its own competitive position cuz they're going to be stealing market share from Nvidia, especially in 2027, 2028. And so AMD's in a really particularly good situation, right?

So you look at the semiconductor complex and it's like where do you get the big growth next year? It's one stock you get the big growth from next year. AMD If you want to own a semiconductor stock and you want it to be the big growth in 2027, it's AMD and it's nothing else.

It's AMD. They're going to be the ones that have the crazy numbers next year, right?