$Advanced Micro Devices(AMD)$ is my stock in focus today after its post-earnings pullback, which I view as a potential opportunity rather than a fundamental issue. Shares fell about 7.6% as the market reacted to guidance for a modest sequential revenue decline, highlighting how high expectations around AI hardware remain.
Operationally, the quarter was solid. Q4 revenue beat estimates at $10.27 billion, with data-center sales up 39% year over year. The Q1 revenue guide of around $9.8 billion still implies about 32% year-over-year growth and includes AI chip sales to China, keeping the core business on track.
While competition and memory supply constraints persist, AMD continues to gain server CPU share and expand its AI product lineup. With sentiment cooling after earnings, the recent pullback may offer a more attractive entry for long-term investors.
@TigerStars @Tiger_comments @TigerClub
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