AMD has an EPS potential of 8 USD within two years! The P/E ratio would be 16!

AMD (AMD) expects the AI chip market to be worth 500 billion USD by 2028. The company is successfully landing its AI accelerators with large enterprises. xAI is using the MI300 chips. OpenAI is also utilizing MI300X and MI450 AI chips. Oracle plans to offer clusters with up to 131,000 MI355X chips from AMD. An increase in demand for the chips is partly driven by inference. Furthermore, there are opportunities arising from the establishment of sovereign AI infrastructures. With the start of production of MI400 in 2026 and MI500 in 2027, AMD also...