Home Stock Ideas Long Ideas Tech  Summary Advanced Micro Devices, Inc. remains a Buy, with robust AI-driven CPU and data center growth supporting further upside despite recent stock highs. AMD’s Data Center segment, fueled by EPYC CPUs and Instinct GPUs, delivered 57% YoY growth and rising margins, outpacing Intel in market share gains. The shift to agentic AI workloads is expected to drive a 5x CPU market expansion by 2030, with AMD’s next-gen CPUs well-positioned for multitasking and pricing power. AMD’s valuation, revenue growth prospects, and profitability metrics are more attractive than Intel’s, reinforcing a preference for AMD amid competitive and supply chain risks. Andrei Berezovskii/iStock Editorial via Getty Images Investment Thesis Since my last coverage , Advanced Micro Devices, Inc. ( AMD ) has risen over 76%, while since my first article it is up about 265%.…