We came across a bullish thesis on Advanced Micro Devices, Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on AMD. Advanced Micro Devices,

Advanced Micro Devices, Inc. beat Q4 revenue/EPS on Data Center and Client strength. Q1 guidance shows MI308 China normalization. Click for an AMD earnings update.

AMD engineered the Kintex UltraScale+ Gen 2 FPGAs to meet the increasingly complex system requirements across industrial and medical markets.

Advanced Micro Devices (AMD) reports Q4 2025 earnings on February 3. Wall Street expects $1.32 EPS on $9.6B revenue. AMD shares gained 112% over the past year. Q3 Data Center revenue hit $4.3B up 22% YoY driven by AI accelerators. HSBC raised its AMD price target to $335 citing structural acceleration in server CPU demand from agentic AI workloads.

Advanced Micro Devices, Inc.’s post-earnings selloff isn’t backed by any deterioration in the AI data center story or fundamentals. Learn more about AMD stock here.

AMD has a foot in the door of the booming space economy.

AMD (NasdaqGS:AMD) is expanding its work with GIGABYTE to advance on-device AI across gaming laptops, motherboards, and monitors. The company is also adding former Accenture CFO KC McClure to its Board of Directors,

Advanced Micro Devices, Inc. (NASDAQ:AMD) Q4 2025 Earnings Call Transcript February 3, 2026 Advanced Micro Devices, Inc. beats earnings expectations. Reported EPS is $1.53, expectations were $1.32. Operator: Greetings,

AMD beat Q4 expectations but fell sharply after projecting $9.8 billion in Q1 revenue, shifting investor focus from earnings strength to how quickly data center AI revenue can scale against Nvidia.

Advanced Micro Devices (AMD) has drawn fresh attention from investors after recent share price moves, with the stock showing mixed short term returns and a strong one year total return profile. See our latest analysis for Advanced Micro Devices.