$Advanced Micro Devices(AMD)$ AMD doesn't have the breadth, scale or first mover advantage in either CPU's or GPU's for both client and the DC. It can't continue to fight on two fronts out funded and outgunned by laser focused competitors. And let's not forget to consider, for a moment, the possibility that this AI train is likely to completely derail. Even the biggest proponents like $Microsoft(MSFT)$ are beginning to temper expectations around AI revenue and move the goal posts the best they can. There are numerous headwinds building for AMD.
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