2024-06-11 14:37:47 ET
Summary
- AMD's valuation is high, with future growth priced in early. This could lead to volatility, making it risky for investors to buy at current levels.
- Intel's strategy targets AI and data center growth but faces competition from Nvidia and AWS, who lead in AI GPUs and cloud AI services, respectively.
- AI and HPC markets may not grow as expected. Regulatory challenges and resistance could slow short-to-medium-term growth despite a favorable long-term outlook.
...
Read the full article on Seeking Alpha
For further details see:
AMD: I'm Expecting Short-Term Volatility