Is AMD a good stock to buy? We came across a bullish thesis on Advanced Micro Devices, Inc. on The AI Architect’s Substack.

Advanced Micro Devices offers significant upside at current levels; the AI accelerator business presents major optionality.

According to recent reports, AMD has set its sights on capturing 25% of the graphics card (GPU) market share in China — a bold move aimed at challenging Nvidia’s long-standing dominance in the region.

AMD is now within striking distance of claiming a third of the CPU market, as the company benefited from inventory corrections and price increases by rival Intel, according to the latest data from ...

Agentic AI is an inflection point for Advanced Micro Devices, Inc.: Nutanix, EPYC and Pensando boost inference efficiency and ...

Shares of Advanced Micro Devices (AMD) have posted stellar gains, climbing 129% over the past six months. This surge reflects AMD’s growing share within the AI-driven data center market. Further, the ...

Healthy competition helps drive innovation and in turn, investor returns. That’s exactly what we’ve seen between two of the world’s largest chipmakers. The past year has been particularly noteworthy ...

The air in New York at AMD’s 2025 Analyst Day last Tuesday was electric — and being there on-site made it even clearer that the real story wasn’t the record-breaking numbers. It was the palpable shift ...

Advanced Micro Devices has a wealth of digital semiconductor expertise and is well positioned to prosper from favorable trends in data centers and artificial intelligence. We consider AMD to be one of ...

Nvidia (NVDA) dominates AI chips with superior margins and ecosystem. AMD challenges but trails. Compare both stocks to ...