We came across a bullish thesis on Advanced Micro Devices on Rebound Capital’s Substack. As of 5ᵗʰ July, Advanced Micro ...

For 2026, he now estimates AMD’s GPU revenue will rise to $9.7 billion and then $13.1 billion in 2027, up from his previous forecast of $8.4 billion and $10.5 billion. Write to Adam Clark at ...