To be honest, AMD’s rally this time isn’t just about a good-looking stock chart — the fundamentals are genuinely solid too. A bunch of key metrics have improved, earnings are tracking the chip cycle, and both its server CPUs and GPUs have been upgraded to the latest generation. Overseas orders are taking a bigger share, and capital flows have stayed very active. Sometimes when I see AMD running this hard, I’m afraid I’ll end up missing the move.$AMD(AMD.US)
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