GREAT PROFITS ON AMD — WHAT PRUDENT INVESTORS NEED TO KNOW NOW
By Nigam Arora
Please start out by reading the Morning Capsule. There are great profits on AMD. AMD is now hitting the second target zone. The call is to hold AMD without a target. Here are the reasons:
- AMD has both GPUs and CPUs.
- AMD’s GPUs are cheaper than NVDA’s.
- AMD GPUs have not gained traction for training.
- In The Arora Report analysis, AMD will gain more traction in inference. The market for inference is heating up.
- Agentic AI is increasing demand for CPUs. In The Arora Report analysis, by some measures, AMD CPUs are superior to INTC’s.
- AMD is a momo crowd favorite.
April 27, 2026