The other AI stock: you know NVIDIA, but what about AMD?
NVIDIA dominates the AI headlines — but it's not the only player in town
Firetrail's latest podcast - Firetrail Equity Edge, has just dropped. You can listen to it on all the major podcast providers or here:
With demand for high-performance computing booming, you don’t need to beat Nividia (NYSE: NVDA) to be incredibly successful in this space. That's where AMD (Advanced Micro Devices) comes in. AMD is one of the key architects of the digital world. They design high-performance microprocessors – essentially, the "brains" – that power a vast range of electronics.
In this 8-minute podcast episode, Justin Gray joins Catie Ryan to break down:
- What AMD actually does
- What the market might be missing
- The bull case—and the bear case
AMD is a holding in the Firetrail S3 Global Opportunities Fund .
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Firetrail are specialists in high conviction equities investing. Hit 'Follow' to hear about some of the team’s best ideas in Australian and global equities
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This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail S3 Global Opportunities Fund ARSN 653 717 625 (‘the Fund’). This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance.
Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238371 ('PFSL') is the product issuer of the Fund. PFSL is not licensed to provide financial product advice. PFSL is a wholly owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) ABN 22 100 325 184. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Fund are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Fund.
Links to the Product Disclosure Statement: WHT3093AU
Links to the Target Market Determination: WHT3093AU
For historic TMDs please contact Pinnacle Client Service Phone 1300 010 311 or Email
4 topics
2 stocks mentioned
1 fund mentioned
2 contributors mentioned
Firetrail Investments
Firetrail are specialists in high conviction equities investing. Hit 'Follow' to hear about some of the team’s best ideas in Australian and global equities
Firetrail Investments
Firetrail are specialists in high conviction equities investing. Hit 'Follow' to hear about some of the team’s best ideas in Australian and global equities
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