$Advanced Micro Devices(AMD)$

$Advanced Micro Devices(AMD)$ AMD’s latest sell-off looks like sentiment getting ahead of itself on expectations, then overcorrecting on disappointment, while the fundamentals still point to roughly 30% revenue growth, expanding margins and a growing AI/data center franchise that could materially lift earnings over the next few years. When a company with that profile is punished for not being “perfect” every quarter, I see such volatility as a chance to buy the dip, stay patient and let the mid-term and longer-term AI and data center thesis play out.

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