AMD: Reaching Its AI Inflection
AMDAMD(AMD) Seeking Alpha·2024-08-15 02:53
Javier Lizarazo Guerra Investment Thesis While a later analysis, I wanted to take some time to dive into the Advanced Micro Devices, Inc. (NASDAQ:AMD) quarter (especially now since the stock has sold off since earnings). In short, the quarter was impressive, but this article is more than just a quarterly analysis. This article is here to show that I think the company has reached an inflection point. The AI chip innovator delivered an impressive performance in 2Q 2024 with revenue growth that exceeded Wa ...