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Advanced Micro Devices (NASDAQ:AMD) enters mid-2025 with wind at its back. A generational thirst for compute is colliding with a portfolio purposely built to push cost and power ceilings ever lower. Management’s
Analyst’s Disclosure:I/we have a beneficial long position in the shares of AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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