AMD is a strong buy; compute constraints drive growth for its Helios rack and MI400/MI500 series regardless of Nvidia's performance.
Jump to any passage
How many more CPUs you need per GPU which ARM Intel AMD have all gapped up over the past couple months.
It could be SpaceX. Yeah, definitely could be an like exclusive to Nvidia as well. That's the important part. There's there's very big names but they buy from AMD. they buy from in like they either have their own custom TPUs.
How does this call make you feel about AMD? Um, I'm still good. I mean, compute constraint, right? Compute constraint. So, you're going to be able to we're it's not always like this, but we're currently in the market where um you're going to buy all the chips you can get.
Um now, for me, my bullish thesis has never been AMD was going to destroy Nvidia. And for that reason, I still believe this is strong for for AMD.
No. No. AMD's growth is coming no matter what because the market is is growing. AMD with the Helios rack is is coming out. So the growth is there.
Just like with an Nvidia they see a couple of years out the demand for AMD's MI400 series. There is MI500 series that already talked about that didn't change after today's report and call and so I don't expect anything to change with regards to the growth.
What this channel has said about $AMD
Jose Najarro Stocks has 2 calls on this stock; only the adjacent ones are shown.