All eyes on their revenue & guidance of MI chips
Will they take some of the cake off $NVIDIA(NVDA.US$ ? That is the main crux. Given the dwindling PC sales, not exapecting their main core products to push up too much.. AMD will need to take the horns of Nvidia on full force to show that they are a serious contender, or they will fall way by the side like $Intel(INTC.US$. The booking of its MI300 chips will determine its share pricing.
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White_Shadow : any good news for $Advanced Micro Devices (AMD.US)$ is even better news for $NVIDIA (NVDA.US)$ . Do your homework, $NVIDIA (NVDA.US)$ is the entire cake, $Advanced Micro Devices (AMD.US)$ is little more than the sprinkles...
Markio1315 OP White_Shadow : i agree.. but Nvidia is too expensive now.. i prefer to look for others with higher margin.. Nvidia target price is 1000, only about 150 away.
White_Shadow Markio1315 OP : name 1 company with better margin that's cheaper