AbiKoh88
AbiKoh88
Option trader, long-term stock investor, and wealth management manager at Manulife
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avatarAbiKoh88
05-04 22:44
AMD looks strong going into earnings, but I feel expectations are getting very high. The AI/data center story is clearly the main driver now, and if MI300 numbers are solid, the stock could still have room.  That said, after the recent run-up, I wouldn’t be surprised by a “good results but stock still dips” reaction.  As a small investor, I’d probably stay cautious and watch guidance more than just headline revenue. For me it’s more of a hold than an aggressive buy right here.

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