Ticker Vault · AMD · Advanced Micro Devices
AMD
No research yet
No research yet on AMD. Quinn covers Compute. This name is not held, yet.
Thesis: MI300 + MI325 + MI350 ramp, Instinct backlog growing. CPU server share-take from Intel intact.
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Young Bull covers the Physical Layer of AI thesis. The book on /book shows what is actually held. Mentions of other tickers are research, watch list, or thesis context, not positions.