AMD's Earnings Were Meh. Luckily for Investors the Real Fun Is About to Begin.
josenajarro.substack.com
Semiconductor Investing & Moore Hello, everyone! Advanced Micro Devices, one of my top semiconductor picks, just released their earnings. While they might seem lukewarm in the short term, I'm optimistic! With the upcoming launch of the MI300 accelerator, I expect a strong surge in AMD’s revenue by the end of 2023 into 2024.
AMD's Earnings Were Meh. Luckily for Investors the Real Fun Is About to Begin.
AMD's Earnings Were Meh. Luckily for…
AMD's Earnings Were Meh. Luckily for Investors the Real Fun Is About to Begin.
Semiconductor Investing & Moore Hello, everyone! Advanced Micro Devices, one of my top semiconductor picks, just released their earnings. While they might seem lukewarm in the short term, I'm optimistic! With the upcoming launch of the MI300 accelerator, I expect a strong surge in AMD’s revenue by the end of 2023 into 2024.