AMD And The Lessons Of Sky-High Expectations
Source: SeekingAlpha
2026-03-05 09:47:17 ET
A tried-and-true way to invest in the AI theme has been to invest in the suppliers of so-called “picks and shovels.” The AI infrastructure providers are the sellers of these “picks and shovels” – players like Nvidia Corporation (NVDA), Taiwan Semiconductor (TSM), ASML Holding (ASML), etc. In addition, Advanced Micro Devices, Inc. ( AMD ) has emerged as an underdog favorite in this space....
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AMD And The Lessons Of Sky-High Expectations
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