bullish

AMD 3Q24: The Stock Is Down 8% Afterhours. We See Concerns in the Wrong Place, a Buying Opportunity

248 Views30 Oct 2024 11:49
The stock is down sharply after hours but concerns are misplaced in our view. AMD competitive GPU is only available from 1Q25. We expect AMD to keep gaining Server CPU share.
What is covered in the Full Insight:
  • Introduction to AMD 3Q24 Results
  • GPU Market Dynamics and Future Projections
  • Data Center and CPU Market Share Gains
  • AMD Financial Performance and Outlook
  • Conclusion and Investment Implications
SUMMARY
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Nicolas Baratte
Technology / Semiconductor / Internet Research
Information TechnologyEquities
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