$Advanced Micro Devices(AMD)$

$Advanced Micro Devices(AMD)$ Everything points to a new wave of incredible demand for enterprise CPUs, driven by agentic AI. No company is positioned to benefit more from this than AMD (and Intel). Intel's earnings beat was largely due to this unforeseen CPU demand from the AI push. AMD should be moving a huge volume of EPYC Zen 5 high-core-count CPUs and Threadrippers. This ought to show up as a solid bump in the upcoming earnings (though some of that may already be priced in). If it doesn't, then we have a problem. It seems they're prioritizing their upcoming Zen 6 Venice to be the first Zen 6 on 2nm. If the market is truly clamoring for high-performance enterprise CPUs, these 256-core, 512-thread monsters should sell extremely well.

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