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Posted by
Two Blokes Jul 15 -
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Stock
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Advanced Micro Devices, Inc. has staged a remarkable recovery, outperforming the semiconductor peers since February, signaling renewed investor confidence on its bullish narrative. AMD's open-source, full-stack AI approach and rapid integration with hyperscalers position it as a credible challenger to Nvidia's dominance. AMD's growth could accelerate as it scales its AI revenue, with even a modest foothold making a significant impact relative to its current scale.