Why I'm betting on AMD now and have opened a first position!
AMD is for me the most logical beneficiary alongside Nvidia in the upcoming AI supercycle!
Those who buy AMD today are betting on growth, scaling, and a rarely attractive valuation at the same time!
Reading Time: 2 minutes
My decision to invest in AMD (i) is not a short-term trade, but a deliberate bet on the next major AI and investment cycle in the semiconductor market. CES 2026 has clearly shown that Artificial Intelligence will become the fundamental infrastructure of the next decade, and AMD is positioning itself right there. From data centers to AI PCs, as well as embedded, industrial, and automotive applications, the company covers the entire spectrum. This product diversity is strategically crucial because AI will not only take place in data centers but everywhere...
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