AMD's record free cash flow, strong balance sheet, and leadership in server/desktop CPUs support the long-term bull thesis. Short-term risks include recent EPS miss, AI GPU revenue decline, and elevated valuation metrics (especially forward EV/EBITDA).

Aug 7 - Advanced Micro Devices (NASDAQ:AMD) took a 6% dip following its Q2 results, but Wall Street isn't backing away. The chipmaker posted record revenue of $7.7 billion in the quarter, though profits faced pressure from an $800 million inventory write-down,

AMD’s Q2 2025 earnings call will take place today, August 5, 2025, at 2 p.m. PT/5 p.m. ET. We’ll be streaming it on the Shacknews Twitch channel. AMD will also host the call as a webcast on their investor relations website.