The Motley Foolยท2025-04-10 08:05Group 1: Advanced Micro Devices (AMD) - AMD creates computer chips for consumer PCs, game consoles, and advanced AI workloads in data centers, with growth in the data center market expected to drive stock prices higher [3][4] - Revenue growth accelerated, with a 24% year-over-year increase in Q4 2024, and data center revenue nearly doubling to a record $12.6 billion [4] - CEO Lisa Su anticipates significant revenue from data center AI chips, projecting tens of billions in the coming years [5] - Client segment revenue reached a record $7.1 billion in 2024, up 52% year-over-year, driven by demand for AMD's Ryzen processors [6] - AMD's stock trades at 19 times this year's earnings estimate, with analysts expecting earnings to grow at an annualized rate of 29%, potentially doubling the stock in three years [7] Group 2: Pinterest - Pinterest has shown an impressive turnaround, with analysts expecting strong earnings growth while trading at just 14 times this year's earnings [8] - Revenue grew 19% to $3.6 billion in 2024, indicating potential for stock doubling within five years [9] - The platform has 553 million monthly active users, with a focus on high buyer intent, enhancing its attractiveness to advertisers [10] - Average revenue per user in the U.S. and Canada improved by 11% year-over-year in Q4 2024, aided by a partnership with Amazon [10] - Analysts project Pinterest's earnings to grow at an annualized rate of 28% over the next several years, which could double the stock value in five years [12]