$Advanced Micro Devices(AMD)$
It's only about 20% away from a $1T market cap, yet the growth profile remains impressive:
Revenue +38% YoY
Data center revenue +57% YoY to $5.8B
Free cash flow +166% YoY
Net income +95% YoY
Next-quarter revenue guidance +46% YoY
The key point is that data center is now both AMD's largest and fastest-growing segment, creating a powerful growth flywheel.
With deployments from $Meta Platforms, Inc.(META)$ , OpenAI, and $Oracle(ORCL)$ , plus the MI450 still ahead, AMD's AI story may still be in its early innings.
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