The article models a plan of investing $1,000 a month in AMD for five years, for $60,000 in total contributions through 2031. Under the middle case the position could be worth about $65,677.07, while the bear and bull cases land at about $55,867.44 and $77,202.14. The modeled base-case share price for 2031 is $655.96, compared with a current price of $581.71, and the article stresses these are modeled scenarios with no guaranteed outcome. AMD's second-quarter revenue rose 50.1% to $11.54B, with data center revenue up 107% to $6.72B, and Anthropic (up to 2 GW), OpenAI (6 GW) and Meta (up to 6 GW) have signed gigawatt-scale deals. Key risks cited include a trailing P/E of 228, a beta of 2.454, about $440M in inventory and related charges from U.S. export controls on China in FY25, reliance on TSMC, and a 31% drop in gaming revenue in the latest quarter.
Summary written by Upside AI from the original article. Read the source for full details.
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