Not enough disagreement in the transcripts to form camps. These are the positions taken by people with demonstrated expertise on this topic first, then by how many people heard them on it, then by VoiceRank.
AMD has significant growth potential as they scale their data center business and improve margins by scaling revenue without a proportional increase in operating expenses.
“I actually think their margins are going to improve substantially on the net. So, you know, I was just doing some projections here. If they can maintain this growth and based on what Wall Street is writing them up to now on on my multiple basis for this, it would be achievable that AMD could get to ”
Meet Kevin · Nov 2025 · 1 episode · 27K views on this topicPositions are extracted from transcripts by a model and may misattribute who said what. Every quote links to the episode it came from.