AMD: A Strong Buy As AI Datacenter Ramps Up In 2025

Company Overview - Advanced Micro Devices Inc (AMD) is a leading semiconductor company operating in both the CPU and GPU markets [1] Competitive Landscape - AMD has faced challenges in recent years compared to its competitor Nvidia [1] Research Methodology - The analysis employs a disciplined long-term approach rooted in contrarian thinking and unorthodox strategies [1] - Insights are grounded in fundamental analysis and value investing principles [1] - The approach aims to uncover overlooked opportunities and challenge prevailing market narratives [1] - The focus is on rational forward-looking assessments to guide investors toward sustainable value-driven decisions [1]