AMD: The AI Story Is Finally Turning Into Numbers (Rating Upgrade)
I’ve been taking a conservative approach on Advanced Micro Devices, Inc. ( AMD ) stock, especially after the MI300 was not well received by the market and its real-world performance turned out (well) below the marketed numbers.I'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commissio ...