stomachooo
09-25

$Advanced Micro Devices(AMD)$

Should You Buy AMD Stock Before Oct. 10? By Jose Najarro.  This article is half baked.  He covers the probable topics, and has nothing new to say.

But he misses the mark when he says he doesn’t think a Microsoft Copilot+ announcement for AMD AI PC is of any impact.

He doesn’t think the AMD & the Ultra Ethernet Consortium (UEC) announcement of v1.0 will significantly impact the AI and HPC networking landscape.  He says this even though they will be delivering with the MI300 series this new Ethernet-based, open, interoperable, high-performance communication stack.

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