AMD Q2 2022 Earnings: Feeling Zen

AMD’s earnings report this quarter was a win for our deep dive analysis as it confirmed our ongoing thesis from 2020-to date that AMD will continually take market share from Intel. We discussed this in our original analysis in early 2020, our follow-up analysis in mid-2020, our 1-hour AMD webinar in 2021 and our most recent Kings of Tech special report. Most of this is summarized in the last earnings coverage from Q1 here.

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