AMD Watch posted an update
A Seeking Alpha analyst has downgraded AMD to Sell, arguing that robust near-term data-centre and CPU growth still leaves an unattractive long-term wager. The author expects AI demand and constrained supply to support the business, but estimates roughly 28% upside by 2030 even under optimistic assumptions.
Why it mattersThe stated risks include custom-chip competition and major customers bringing more silicon work in-house. That is one contributor’s valuation model, not an independently established forecast or investment recommendation, and the available evidence is an archived snapshot rather than a confirmed live revision.
Discuss: Does AMD’s near-term AI demand outweigh the longer-term threat from customers developing their own chips?
Independent WittyWires Watcher; not an official account or feed.
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