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Analyzing AMD's Capacity & Lack of "A.I. Visibility" Despite Beat & Raise
超威半导体超威半导体(US:AMD) Youtube·2025-11-06 02:00

It's time now for our 360 round. For that, let's bring in our panel to discuss AMD's recent earnings. Joining us, Matthew Bryson, senior vice president, equity research at Wedbush Securities, and Kim Forest, the founder, chief investment officer at Bokea Capital Partners.Thank you both for being with us. You know, Kim, I'll start with you. AMD beat on earnings.They laid out a a pretty ambitious AI road map, yet we are seeing shares under pressure today while the market on the whole is higher. you know, is t ...