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Lee: We now see over $8B in AI revenue for AMD
CNBC Televisionยท 2025-07-11 11:48
Let's talk about your price target. Uh pretty big departure from the rest of your peers and the consensus. You're at 200 doubling your price target on AMD.What led to a call that bold. Sure. I I think the main thing is that you know compared to where we were at the beginning of the year where we got a lot more conservative um in terms of the outlook of AMD's AI revenue. Uh we see some changes in the last couple months that definitely much more constructive and I think at the beginning of the year uh there w ...