AMD’s AI-Fueled Data Center Boom Stokes Bull Case Amid Selloff
TL;DR Summary
AMD delivered a record 2025 data-center quarter driven by EPYC and Instinct GPUs, with broad strength across gaming and client segments; while Q1 guidance was seen as a temporary ceiling, management signaled a strong second half as new MI350 and Venice CPUs ship, supporting a bullish view as 2026–27 earnings rise and the stock remains attractively valued for an AI compute leader.
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