AMD: Q3 Beat, AI GPU Pipeline, Investor Day Sets A High Bar (Rating Upgrade)

Core Insights - The article discusses potential investment opportunities in AMD, highlighting a possible long position that may be initiated within the next 72 hours [1]. Group 1 - The analyst expresses a personal opinion on AMD and indicates no current stock or derivative positions in the mentioned companies [1]. - There is an emphasis on the independence of the analyst's views, which may not reflect the opinions of Seeking Alpha as a whole [2].