$Advanced Micro Devices(AMD)$ finally coming through! Held on through the chip rebound and it’s paying off.
Short term, AMD’s stock fate rests almost entirely on the Q4 earnings and guidance dropping in a few hours. The recent pullback may have priced in some worries, but this report is a key stress test for its rich valuation and big AI story.
Long term, whether it keeps climbing depends on whether its “AI everywhere” strategy actually turns into solid, growing financials. I’m still bullish long-term, especially in AI and data centers—holding steady and waiting for the trend to unfold.
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