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AMD Stock Forecast: Why You Should Raise Your Bets On AMD

April 3, 2019

The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

I am a diehard fan of Intel but I still have a long-term bet on AMD.
The forthcoming rise of paid or subscription-based cloud video games is a future multi-bagger for AMD’s Radeon GPU business.
My fearless forecast is that AMD can never catch up with Nvidia on GPU deep learning and data center acceleration.
Cloud subscription gaming is nascent. AMD therefore has excellent chance of being an early leader in cloud subscription gaming.
As of now, the video games industry is actually generating more direct revenue than GPU-based deep learning or AI acceleration.