Schwab Network on $AMD (Nov 4, 2026)
AMD's results eased demand concerns with very strong numbers, and in PCs, where Intel was lagging, AMD almost met market expectations. Confidence rests on Lisa Su's comments about who contracted to buy the chips, their data-center use and achievable guidance; the speaker believes AMD vets customers as trustworthy. AMD is 'in a league of its own' and the market loved the results, though it remains highly vulnerable to this issue.
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AMD's results seemed to alleviate some concerns about demand, but what exactly did you hear from AMD that made you more confident about the direction of that demand?
Well, AMD turned that equation on its head. They achieved very strong results , even in the personal computer sector where Intel was lagging behind, where AMD almost met market expectations.
But what we're really looking at are Lisa Su's comments about who contracted to buy their chips, and whether or not they will be used in data centers. From what she says, it appears that the company is really following up on all of that to make sure that the figures it presents to investors as guidance are actually achievable .
And frankly, listening to them today, I truly believe that this company monitors its customers to ensure that they are trustworthy and will use this product. Clearly, AMD is in a league of its own.
If you only look at the initial results and response at the beginning yesterday, the market loved it. I put an end to many fears.
Does this change the perception of a company like AMD, which is highly vulnerable to this issue, or does it simply prolong the story ?
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