AMD Stock: Why Is It Up So Much Everyday | AMD Stock Analysis Jim Miller [2ixHRK2cbcC]
Tag: #Jim Miller, #fte des mres, #avellino - fortitudo bologna, #servicio de control de inmigracin y aduanas
AMD just shook the entire stock market with a massive 19% surge, proving the AI supercycle is not a one-horse race! In this deep-dive analysis, we break down how Advanced Micro Devices delivered a first-quarter blowout with $10.3 billion in revenue and a record-breaking 57% growth in data center sales. From the dominance of the Instinct MI-300 series to the upcoming liga portugal MI-400 monster, we explore why big tech players like Meta and Microsoft are pivoting to AMD. Is this the start of a massive 2026 supercycle? volodymyr zelenskyy We dissect the margins, the free cash flow explosion, and the valuation gap compared to Nvidia to see if AMD is still a steal at current prices. #AMD #AI #Investing #StockMarket #NVIDIA #TechStocks #MI300
0:00 start
1:25 Revenue & vittoria ceretti Growth
4:03 Industry Context
7:01 Profitability & Margins
9:20 Valuation
10:15 Conclusion