AMD: From An "Alternative" To An "Equal"

  • Advanced Micro Devices made a solid generational leapfrog with its latest CDNA architecture, taking an early lead over Nvidia in some directions. The year 2026 is shaping up to determine future market leadership with the upcoming new generation of full-stack AI rack-scale architectures. I believe that AMD stock has up to 50% upside potential for a few reasons, discussed below in the article.