XLNX - AMD Has Become Undervalued

• AMD had a solid Q1. In fact, accelerated growth in the wake of the stock sell-off/plateau might have caused a short-term undervaluation.
• Long-term, increased competition from Intel clouds visibility. Article also demonstrates that cloud digestion is real.
• Management’s refusal to address its cloudy earnings segments unnecessarily obfuscates performance.
• Given AMD's higher growth rate, it is quickly approaching Nvidia's revenue levels despite almost 4x lower market cap.

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