$Advanced Micro Devices(AMD)$ AMD has already had a strong run, but the structural demand for compute is still in its early stages.
The AI cycle isn't a single phase—it evolves, and AMD's chiplet architecture gives it the flexibility to adapt across different workloads and generations of demand.
Add in Lisa Su's execution track record, and the long-term positioning becomes more about staying relevant across cycles than trying to call the exact peak.
The key idea is that it's not about predicting the next AI wave, but about being structurally positioned for it.
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