The Motley Foolยท2025-05-11 08:10Group 1: Advanced Micro Devices (AMD) - AMD shares have fallen 56% from their previous peak, presenting an attractive valuation opportunity [4] - The company reported a 36% year-over-year revenue increase in Q1, with a 57% increase in its data center segment [5][6] - AMD's adjusted earnings rose 55% year-over-year, and its forward price-to-earnings multiple of 22 suggests significant undervaluation [8] - Amazon invested $84 million in AMD stock, indicating confidence in AMD's technology ahead of the launch of new data center chips [7] Group 2: C3.ai - C3.ai's stock is down 35% in 2025, despite reporting a 26% year-over-year revenue increase in its fiscal third quarter [10][11] - The company has seen a 460% year-over-year increase in new agreements since partnering with Microsoft, with 71% of recent agreements through collaborations [13] - C3.ai's revenue is expected to increase by 25% next quarter, bolstered by partnerships with major cloud services [12] - The stock trades at a modest 8 times trailing revenue, presenting a significant valuation gap compared to competitors like Palantir [15]