AI Fear Is Loud, AMD’s Execution Is Louder (NASDAQ:AMD)

Advanced Micro Devices, Inc. ( AMD ) reported Q3 '25 on Tuesday after the bell. The stock fell around 5% in after-hours trading, and was down another 3.7% in pre-market trading on Wednesday as investors digested light marginI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, ...