Episode notes
In this episode, we dive deep into the recent decline in AMD’s stock price. Despite strong fundamentals, why does AMD keep dropping? Is the company actually struggling, or is it just market noise?
💡 Topics We Cover:
- Macroeconomic Factors: How interest rates, inflation, and market sentiment impact AMD.
- Competitive Landscape: The growing pressure from NVIDIA’s dominance in AI and Intel’s resurgence in the CPU market.
- AI & Data Center Growth: Is AMD catching up in the AI race, or is it still playing second fiddle?
- Stock Valuation & Market Rotation: Is AMD overvalued, or is this a buying opportunity?
- Earnings & Guidance: What’s driving investor concerns despite solid fundamentals?