How The Motley Fool’s view on $AMD changed

2026-09-15
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AMD offers high growth potential via CPU tailwinds and market share gains but carries high volatility due to its 47x valuation; suitable for dollar-cost averaging.

All right, the second company is one that you wanted to talk about. That is AMD. You look at AMD, it is a direct competitor here, and it only has 41 billion in trailing 12-month revenue.

So, any market share that it could take from Nvidia would be hugely consequential to the growth of this business.