Sunday, January 19, 2025

AMD May Need A Reset Before Its Next Rally

The Seeking Alpha article "AMD May Need A Reset Before Its Next Rally" discusses the potential for Advanced Micro Devices, Inc. (AMD) to experience a selloff if its non-data center segments underperform. While the data center segment is expected to see strong double-digit growth in 2025, the client, gaming, and embedded segments—which contribute 50% of AMD's revenue—show modest growth potential. This limited upside raises concerns about AMD's current valuation. The author suggests that a post-earnings dip could present a good entry point for a long position, potentially around $100 per share. https://seekingalpha.com/article/4750401-amd-may-need-a-reset-before-its-next-rally

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