This chapter examines AMD's recent earnings report, showcasing a 9% year-over-year revenue increase and highlighting its competitive stance in the semiconductor industry. The discussion contrasts AMD's performance in the data center segment against NVIDIA's dominance in AI, while also exploring the challenges faced by its gaming and embedded segments. Emphasizing strategic shifts towards the generative AI market, the chapter offers insights into long-term investment strategies amidst the cyclical nature of the semiconductor market.
Someone’s gotta make ‘em, and someone’s gotta buy ‘em.
(00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the AI spending spree. They also discuss:
- whether you should fall in love with companies
- AMD’s data center business
- Meta’s “special treatment”
Then, (18:08) Karl Thiel and Ricky Mulvey look at Dexcom, a medical device manufacturer that’s fallen out of favor with Wall Street.
Companies mentioned: AMD, NVDA, META, DXCM, ABT, MDT, ISRG, NVCR
Host: Mary Long
Guests: Asit Sharma, Karl Thiel, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices