AMD
AMD’s still getting the AI glow-up
AMD has been out here acting like the underdog who suddenly learned how to dunk. The stock has already run circles around Nvidia over the past year, and now a Wall Street analyst says there’s still about 39% more room to run. Not bad for a company that spent years living in Nvidia’s shadow.
Why the bulls are chirping
The basic bull case is pretty simple: AMD is taking share, and its recent financial results haven’t been a flop. That combo tends to make analysts perk up, especially when the AI trade is still the market’s favorite caffeine shot.
A few things are doing the heavy lifting here:
- AMD’s share gains suggest the company is not just tagging along in the chip boom — it’s actually grabbing business.
- Recent numbers have been good enough to keep optimism from turning into pure wishcasting.
- The market still wants an AI alternative, and AMD keeps showing up as the closest thing to one.
Why investors should care
If AMD keeps executing, the stock doesn’t need to be the best name in AI — it just needs to keep being the second or third most convincing one. And in a market where investors love a good “what if,” that can be enough to keep the rally going.
Big picture: AMD’s not done. The Nvidia comparison will never go away, but for now, AMD is proving it can make its own case.