AMD Unifies Global Infrastructure Amid Expanding AI Demand
Summary
- AMD has become one of the world's foremost advanced semiconductor companies, positioning for long-term growth in regions that are currently undervalued by the market.
- Based on a near and medium-term horizon, AMD stock is fairly valued. Its substantial growth prospects mean now remains an opportune time to buy despite no value-based upside.
- You should absolutely structure your portfolio as antifragile right now. Geopolitical conditions demand growth from volatility, and holding cash and knowing when to strike can offset any periodic AMD downside.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of AMD, NVDA, TSM 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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