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Advanced Micro Devices, Inc. (AMD): A Bull Case Theory

We came across a bullish thesis on Advanced Micro Devices, Inc. (AMD) on Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on AMD. Advanced Micro Devices, Inc. (AMD)'s share was trading at $114.17 as of Jan 28th. AMD’s trailing and forward P/E were 101.04 and 23.04 respectively according to Yahoo Finance.

[caption id="attachment_1195736" align="aligncenter" width="768"] A close up of a complex looking PCB board with several intergrated semiconductor parts.[/caption]

DeepSeek’s emergence marks a significant shift in the AI landscape,...