AMD’s stock price has taken a hit, falling around 37% in the past year. As one of the company’s shareholders who had previously published bullish articles on it in 2024, I’m here to explain why I still believe AMD is a solid investment opportunity.
The recent market panic over DeepSeek’s $6M LLM development cost has overshadowed AMD’s actual financial performance. However, a closer look reveals that AMD’s capital expenditure (CAPEX) and resources were significantly higher than reported, impacting both AMD and NVIDIA stocks.
Despite the gaming segment weakness, AMD’s strong financials and expanding AI and data center presence position it well as a number two player to NVIDIA. This makes AMD an attractive investment with double-digit upside potential.
My research suggests that AMD is undervalued and poised for significant growth in areas beyond gaming. With robust growth in other segments, I believe the company has the potential to outperform its peers.
As a long-time investor in AMD, I’m confident in my analysis and encouraged others to consider the company’s strong fundamentals and growth prospects.
Source: https://seekingalpha.com/article/4756592-amd-the-market-could-be-misjudging-heres-why