Where Will This US Blue Chip Stock Go-AMD

Acrobull Canada Advisory Inc.

July 29			2025
Name	Ticker	Sector/Industry		Market Cap	Risk Factor
Advanced Micro Devices	AMD-NASDAQ	Technology		$281.572 Billion	Low

Advanced Micro Devices, Inc. is a global semiconductor company operating across three main segments: Data Center, Client and Gaming, and Embedded. It provides artificial intelligence (AI) accelerators, x86 microprocessors, and graphics processing units (GPUs), either as standalone products or integrated into accelerated processing units.

Recent Highlights

AMD Unveils Vision for an Open AI Ecosystem- AMD has introduced the Instinct MI350 Series GPUs, including the MI350X and MI355X, setting new standards for performance, efficiency, and scalability in generative AI and high-performance computing. These GPUs offer 4x more AI compute and up to 35x better inferencing performance compared to the previous generation. The MI355X also delivers up to 40% better tokens-per-dollar than competing solutions.

AMD also showcased a full rack-scale AI infrastructure using the MI350 Series GPUs, 5th Gen EPYC™ processors, and Pensando™ Pollara NICs. This setup is already being used by Oracle Cloud Infrastructure and will be widely available in the second half of 2025.

First Quarter 2025 Highlights

In Q1 2025, AMD reported revenue of $7.44 billion, representing a 36% year-over-year increase, driven by strong growth across key segments. However, revenue declined 3% compared to the previous quarter.

Gross profit came in at $3.74 billion, up 46% from Q1 2024, reflecting improved product mix and operational efficiency. On a sequential basis, gross profit decreased by 4%. Gross margin expanded to 50%, up 3 percentage points year-over-year, but declined 1 point quarter-over-quarter due to product and segment mix.

Operating expenses were $2.93 billion, an increase of 16% from the prior year, primarily reflecting continued investment in R&D and AI capabilities. Compared to Q4 2024, expenses declined by 3%, demonstrating improved cost discipline.

Operating income surged to $806 million, a substantial increase from $36 million in Q1 2024—representing a 2,139% year-over-year gain. This performance, however, reflects a 7% decline from Q4 2024. Operating margin remained steady at 11%, up 10 percentage points year-over-year and flat sequentially.

Net income rose significantly to $709 million, marking a 476% increase from Q1 2024 and a 47% improvement over the prior quarter, reflecting higher profitability and operational leverage.

Stock Observation- in Q1 2025, AMD reported revenue of $7.44 billion, a strong 36% increase year-over-year, reflecting robust growth across key segments. While there was a modest 3% decline from the previous quarter, the solid year-over-year momentum positions AMD well for continued expansion and performance gains in the coming quarters. Investors seeking a blue-chip stock with strong fundamentals and solid financial performance may consider adding it to their portfolio.

Risk Involved- Financial performance of the company may have an impact on the company stock performance.

Considering all the factors and financials of the company Acrobull Canada Advisory Inc. maintains Customer Choose Buy for the stock.

Disclaimer- Though our research is fundamentally and technically based on Acrobull Canada Advisory Inc. only provides general advice on the stocks and it is imperative for the investors to do the risk assessment for themselves before investing as Acrobull Canada Advisory Inc. would not be liable for any loss or profit arising out through the investment made by the investors on our recommendations.

It is also advisable for the investors to consult with Financial Advisor, Broker or to seek any legal assistance as the research conducted by Acrobull Canada Advisory Inc. is factually based and recommendations are given in accordance with that, but it is imperative to understand that Acrobull Canada Advisory Inc. does not guarantee returns.

Acrobull Recommendation Based on Evaluation

Current Market Price	$175.93 USD
Acrobull Recommendation	Buy
Target Price	$190.25 USD
RSI Level	14 Day RSI 70
Total Shares Outstanding	1.62 Billion
Shares held by Insiders Shares held by Institutions Risk Factor Stop Loss	0.52% 67.92% Low 5%