Скачать или смотреть AMD Stock Is Surging: Intel’s Problems, AI Demand & Why This Rally Is Different

In this video, I break down Advanced Micro Devices (AMD) and explain why the stock is surging, what’s happening behind the scenes with Intel, and why investors are increasingly rotating into AMD.

We cover:

Why AMD is better positioned than Intel during a supply crunch

How AMD’s server CPUs are winning hyperscaler demand

Why AMD is nearly sold out of server CPUs for the year

AMD’s growing AI exposure through Instinct accelerators and Helios

The importance of TSMC in AMD’s supply advantage

Why Lisa Su’s execution-first leadership matters

Valuation, margins, growth and why this rally looks structural

This is a fundamentals-driven breakdown for investors who want to understand whether AMD’s strength is sustainable — and what could come next.

📌 This video reflects my personal opinion and is not financial advice.