AMD

Semiconductors

Advanced Micro Devices designs CPUs and GPUs competing directly with Intel and Nvidia across PC, server, and AI markets.

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5 articles about AMD

Deep DivesAMD

AMD's Data Center Inflection: What the FCF Numbers Actually Say

Free cash flow tripled in 2025. The market is still pricing in a distant second.

Apr 6, 2026

Deep DivesAMD

AMD's Data Center Surge: Reading the Q4 Beat and What Comes Next

The MI300 ramp drove a 15.9% Q4 earnings surprise. The harder question is whether the GPU share story holds at current margins.

Apr 2, 2026

Deep DivesAMD

AMD's Free Cash Flow Inflection: The Signal Inside the Margin Story

Revenue doubled. Operating margins cratered, then began recovering. In 2025, free cash flow nearly tripled. Here is what the numbers actually say.

Apr 1, 2026

ValuationAMD

Is AMD Overvalued? The Execution Gap Between Promise and Multiple

AMD trades at 77x trailing earnings as a chip company still building its datacenter business. The multiple prices in a future that has not yet arrived.

Mar 29, 2026

ValuationAMD

What Is Actually Priced Into AMD Stock

A 77x trailing P/E that collapses to 30x on forward estimates. What the gap tells you about the bet the market is making.

Mar 28, 2026