#AMD
3 articles tagged "AMD".
Company Snapshot
Advanced Micro Devices (AMD): What This Company Actually Does
A plain-English read of AMD's business model — designing the chips that power computers, servers, and AI data centers — built directly from its SEC filings.
2026-09-12The StoryAMD's Last Three Years: From Chasing Numbers to Naming Partners
AMD used to raise a specific AI-chip revenue target every quarter. Then it stopped — and started naming OpenAI, Meta, and Anthropic instead, right as its own 10-K quietly dropped Intel's and Nvidia's names from its risk factors.
2026-09-12Reverse DCFWhat AMD's Stock Price Is Really Betting On
Reverse-engineering the free-cash-flow growth rate AMD's share price already assumes — and comparing it with the company's actual growth record.
2026-09-12