Source Post

AMD Stock: Buy or Sell? (My Final Verdict) | AMD STock Deep Dive Part 5

The creator analyzes AMD's financial performance, noting an expansion in gross profit margin and strong operating profit. Comparisons are made to Nvidia and Micron, highlighting AMD's sustainable growth drivers and asset-light business model due to outsourcing manufacturing to TSMC. AMD forecasts continued revenue growth, though gross profit margins are expected to remain stable.

Linked Mentions

Tickers discussed in this post

VNeutralLow ConvictionResearch Only

Visa is mentioned as a historical example of a company with operating profit margins over 60% and is now listed among companies with high margins.

APPNeutralLow ConvictionResearch Only

AppLovin is mentioned as one of the companies that now posts operating profit margins above 60%.

TSMNeutralLow ConvictionSignal-backedSecondary

Taiwan Semiconductor Manufacturing Company (TSMC) is highlighted as a key manufacturing partner for AMD, known for its expertise and significant capital expenditures.

NVDANeutralLow ConvictionSignal-backedSecondary

Nvidia's gross profit margin was 75% and operating profit margin was in the 60% range, noted as a point of comparison for AMD.

Linked Signals

Tracked calls opened from this post

No linked signals were opened directly from this post.