$AMD has been on my radar for several months. Even though the company's preliminary results were just ok, I think there's more to the story. Like $NVDA, the datacenter business is doing extremely well and should continue to do so going forward.

I think the hoopla around supply chains, inflation, and chip shortages are more or less baked into the stock at this point.

What do you guys thinK?

Also, @couch_investor had a great video on AMD a few days ago. Highly recommend watching.