AMD: Show Me The (AI) Money
Portfolio Pulse from
AMD's earnings report met expectations, but the lack of clarity on AI revenue growth for Q1 2025 disappointed investors. The projected AI revenue growth of 20%-60% is seen as unimpressive compared to competitors, due to poor software and a competitive market.
February 07, 2025 | 2:30 pm
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AMD's earnings met expectations, but the lack of specific AI revenue guidance for Q1 2025 disappointed investors. The projected AI revenue growth of 20%-60% is considered unimpressive compared to competitors, affecting stock sentiment.
The lack of specific AI revenue guidance and the unimpressive growth projection compared to competitors have negatively impacted investor sentiment. This is likely to put downward pressure on AMD's stock price in the short term.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100