AI Demand Could Make AMD a Bigger Bargain
TL;DR Summary
AMD started 2026 on the upswing after a recent dip, with investor Keith Noonan arguing that accelerated AI demand could lift the stock even if Nvidia remains dominant in ultra-high-end GPUs. The storyline is bolstered by AMD’s Ryzen AI and Instinct GPU roadmap and a bullish Wall Street consensus, suggesting the shares could be attractively valued if AI infrastructure deals materialize.
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