3 conversations among FRC members — on Advanced Micro Devices, Inc. and on FRC's reports about it. Comments are members' own opinions, not investment advice.
Comments on Advanced Micro Devices, Inc. (3)
jwbr1221
Selected for the FRC Stock Pickers University Challenge (Team ChickenNugget!, UNLV), and it's our largest position. Thesis: AMD's Helios AI servers began shipping in September and increase through Q4, with major AI customers.
Comments on Advanced Micro Devices, Inc. (3)
Selected for the FRC Stock Pickers University Challenge (Team ChickenNugget!, UNLV), and it's our largest position. Thesis: AMD's Helios AI servers began shipping in September and increase through Q4, with major AI customers.
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Best stock