We are presented yet again with another quarter of unrealistic growth expectations that will reward realistic traders in the long term. With the results of Q3 presented in the charts below, we can see that AMD had a whopping 17% growth this quarter with Data Center Revenue soaring 122% YoY. With such a strong growth in their AI development, we are surprised by the lack of enthusiasm from AI-focused investors. And AMD's improved AI growth forecast in 2025, steadiness wins the race in an uncertain environment.
With consumer sectors showing a slow in growth in quarter, this presents a strong buying opportunity for continuous growth. Beating all aspects of their earnings estimates, Growth investors are getting too picky in a period of slowing growth.
Perhaps the expectations of growth was unrealistic to begin with, hence the drop in stock prices. We expect both NVDA and AMD to grow side-by-side targeting different customers segments and needs in the AI datacenter space.
In comparison to Intel, AMD presents a strong position in both CPU and GPU market.
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