Positiv
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Seeking Alpha
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vor 24 Tagen
Advanced Micro Devices is rated Strong Buy, targeting a $977.32 fair value, driven by compute inversion and agentic AI trends. AMD's 256-core Venice CPU, panel-level EFB packaging, and open-ecosystem strategy position it to capture a significant share of the $120B+ server CPU TAM. Key catalysts include the Meta 6-GW ASIC deal, MI450X/Helios deployments, and AMD's move to bypass TSMC's CoWoS bot...