Positiv
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Seeking Alpha
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vor 22 Tagen
AMD delivered a robust Q1, with 37.8% revenue growth and a record $2.57B free cash flow, affirming the bullish thesis. Despite premium valuation metrics—P/E at 107.06 and FCF yield at 0.8%—I maintain a buy rating, citing imminent catalysts. The MI450 and Helios rack-scale systems begin shipping in Q3, transitioning AMD into an AI infrastructure provider with major multi-year contracts.