$Advanced Micro Devices(AMD)$ AMD shareholders just realized AMD is going to bounce back stronger than before because FY2027 P/E is going to collapse to under 20x at this price ($465) next year, with the strongest J-curve quarter print from Q4 2026. Growing at triple digits should trade at a premium, not less than FY2027 20x P/E.
AMD is the biggest Agentic AI winner with the best CPU and GPU. ROCm is now closing the gap to the point of plug and play or zero-day support out of the box.
Dr. Lisa Su is the queen of sandbagging, and when she said growing "well over 100%", the queen of inference will get it done.
TSMC's third largest customer and soon to be second largest.
Best TCO, TDP and lowest $/M tokens on inference and training.
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