$AMD has hit an all time high of $188.5 today. Here´s how I think the stock can 20X from here over the next decade: The AI landscape is often narrowly viewed through the lens of GPU sales, yet $Advanced Micro Devices(AMD)$ 's diverse business segments serve as effective distribution channels for its core AI technology. This distribution advantage is poised to yield superior unit economics for $AMD in the future. The trajectory of AI extends far beyond GPUs; it's set to permeate all computing platforms in the next decade, from smartphones to household appliances. $Advanced Micro Devices(AMD)$ 's expertise in chiplets uniquely positions it to integrate disparate compute engines, paving the way to imbue its p
Semi Rally: AI Hype to Next Level?
Nvidia stock jumped over 6% on January 8 after a series of announcements at Consumer Electronics Show (CES), which included new chips for generative AI technologies, PCs and gaming, and new partnerships. AMD stock was also up over 5%; the whole semiconductors sector closed green (SOXX +3.26%) ------------------------ [DISCUSSION] With Nvidia's share reaching a fresh all-time high, will it bring the AI hype to a new level? Is AI still the investing theme of 2024?
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