AMD: The Interim Pain will Go!

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AMD: The Interim Pain will Go!

$Advanced Micro Devices(AMD)$ We are witnessing AMD growing pains into a System Engineering house that will increase its AI GPU HW/SW solutions. 4% of the AMD workforce will take the brunt. 1000+ AI System Engineers already seasoned today on MI300/325 systems development and delivery will be added to the AMD ranks. They hit the ground running for AMD in 2025 from the ZT acquisition. AMD will also sell off OEM manufacturing from the ZT acquisition and trim current AMD employees not aligned with this metamorphosis.

This transition both broadens and strengthens AMD’s entry into a huge $650B TAM. AMD will increasingly absorb market share from this TAM in 2025. AMD is going into TAM areas where a more narrowly focused $NVIDIA Corp(NVDA)$ just cannot go.

For longs, 2H24 is the acquisition phase. $250 is on the horizon and is just the beginning . The ascension of AMD is assured[Sly][Sly][Sly]

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