Is AMD Stock Finally A Buy For 2025?

AMD made some BIG announcements at CES 2025! But the stock has been selling off lately. Is now finally the time to buy AMD stock? Chip Stock Investors Nick and Kasey break down the news and analyze what it means for investors.

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Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!

Chapters:
00:00 AMD's CES Announcements
01:34 AMD vs Intel: Market Share and Financials
03:59 Dell Partnership and Market Impact
05:44 Gaming Segment Updates
08:38 Valuation and Investment Considerations

Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

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Nick and Kasey own shares of AMD

[zhara]

AMD is my my second biggest stake. NVDA being the first. I'm rooting for both.

[shannonoliver]

Consistently, the best analysis on YT and beyond, all substance and no hype. Democratizing serious investing for the little guys; meanwhile, the big guys are peeking behind the curtains. Please keep at it, we need you!! Love ya'll to pieces!

[brianhovseth]

AMD is gaining Market share from Intel in both server CPU’s and desktop/laptop CPU’s. I believe revenue will keep increasing over the next 3 years. This alone makes AMD a buy, if they gain market share in AI then the stock can go up even more. AMD is a buy and all those that did not buy it because they watched this video will be kicking themselves in a year. AMD has the best CPU’s now and profits over 2025 will improve.

[armandoweckmann]

I bought 4 AMD today! Total 11 shares... my overall investment average dropped to $148 per share... i am still under water but buy them at a discount, and average per stock improves. I also happily own 265 NVDA shares 🎉🎉 bought 10 TEM & 33 SOUN.. 😊.. AI stock long-term holder here!!

[changtraidaudinh]

While respecting your perspective, I disagree. You forgot to mention about the acquisitions AMD did during the last few years, which affected their EPS. If you consider this, you will see the actual growth of AMD, which is way much higher than your numbers. Also, I disagree witth your opinion that AMD must be greater than NViDIA to win this market. In fact, this is a huge market and each company should have its share. AMD, to me, is more potential than NViDIA at this stage

[OnChainGaming]

I recently added a few thousand shares of AMD to my portfolio on the thesis that AI inference compute will become a larger focus in infustructure spend. AMD is extremely competitive with NVIDEA in inferencing, even though they lost the training fight. Thoughts on this specifically?

[Zizook]

AMD is poised to become a strong stock in the near future, driven by an impending upgrade cycle as computers purchased 5–7 years ago begin to show their age. This trend is hitting home because literally every computer in my house is crawling to a halt😭

[aloknakate]

Still rooting for AMD. Hope it goes up

[johnt]

both of you have extremely soothing voices... you guys put me in extreme relaxation when I am listening to you.

[Spungie]

Love your presentations, reasoned analysis without the hype. I’m really grateful that you help tame my animal spirits in stock selection. Great to see your channel growing so quickly, it’s very well deserved. Thank you

[samghanma]

Great level-headed and well presented analysis, thank you!

[loganlasvegas]

I hate the message, but I appreciate the messenger! Rooting for AMD.

[MoheenMahmood]

The AI Inference market is bigger than AI Training. Remember this. AMD is focusing on AI Inference. Very Bullish lets go!!!! 🎉🎉🎉

[shredman]

Love your content. Keep it up. Sentiment just isn't there for investors paying above fair value like they do with other tech stocks. Not sure why but until that changes, I think my money is invested better somewhere else.

[maximopadilla]

Holding AMD at 120$ good luck for everyone

[sagig]

Hi guys. As always, thorough and great analysis. I do have a question, I'll much appreciate your reply if possible: It sounds as if your real concern for the stock price are the financial results to back up the expectations (as you said towards end of video), not the technology or its viability. In other words: my take from you is: AMD CAN compete with NVDA and with Intel and CAN grow and be an even better player in the market (including AI). However you aren't sure this may materialize enough financially. Would you agree with what I just said? Is that how you look at this? Thank you!

[wenconglim]

A DCF with a growth rate of 75% for two years, followed by terminal growth rate of 7.5% doesn't make sense even for bear case. Enjoy the commentary about the industry from this channel, they have some deep insights but financial analysis wise ...

[GeneralMerchandiser-rv]

AMD looks like it's going to impulsively breakout anytime soon. Grossly oversold.

[davidfrolik]

What do you think is the risk to AMD in terms of tariffs and trade war?
I own some shares an am generally very positive about its future, but I do worry about the effects of the potentially prolonged effects of a trade war.

[nowayoutalive]

I agree. AMD is not an exciting buy at current prices.