AMD

AMDCommentary

Semiconductor company designing CPUs, GPUs, and data center chips for computing and AI workloads.Yahoo Finance ↗amd.com ↗

1 take · first discussed Oct 10, 2025

Where they land

Commentary

Who's weighed in

Takes

First discussed

Oct 10, 2025

Commentary only — they've discussed this name but haven't made a call on it, so we don't attribute any call return to it. The stock's price chart and the takes are below.

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Where they stand now

GGuests

Commentary

Brad Gerstner sees AMD's OpenAI deal as a high-risk, high-reward 'bet the farm' moment: the MI450 must prove competitive against Nvidia's Vera Rubin or AMD remains irrelevant to the AI wave, but success could unlock $150B+ in incremental revenue.

E246 · Oct 10, 20251 call ↓

The discussion

Guest Brad Gerstner holds a high-conviction, mixed view on AMD, framing the company's OpenAI deal around its MI450 chip as a make-or-break inflection point. He argues that if the MI450 can prove competitive against Nvidia's Vera Rubin, AMD could unlock $150B+ in incremental revenue and re-establish itself as a serious AI player — but failure would effectively leave the company irrelevant to the AI wave. Gerstner expresses clear respect for AMD's CEO, crediting her with the conviction to take a bold, board-level risk on the MI450. No other hosts provided theses, so no consensus or disagreement can be assessed beyond Gerstner's stance.

How they got there

GGuests1 mention since Oct 10, 2025

Brad GerstnerMixedE246Oct 10, 2025⚑

Either the MI450 gets adopted and they get back into the game, right? Or they're out. She's a total warrior. I think she believes in the 450. She went to her board and she said, listen, this is— we got to take the shot here. We got to bet t”47:19

iAbout these quotes

Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.