In my previous update, I rated Advanced Micro Devices, Inc. (AMD) a modest Buy at ~$240 per share: Advanced Micro Devices, Inc. delivered a strong Q3 2025, with revenue up 36% y/y and EPS beating ...

I upgrade AMD (AMD) to Hold, recognizing underestimated AI infrastructure tailwinds and robust data center demand supporting revenue growth. AMD's limited operating leverage and lagging EPS growth ...