1. A lower base allows AMD to achieve a higher estimated EPS CAGR over the next five years while trading at more attractive valuation multiples. 2. AMD's AI-focused processors and new GPU releases at CES 2025 position it well against Nvidia, with potential market share gains. 3. AI PCs are expected to boost AMD's performance this year. 4. The valuation analysis shows over 27% upside potential, with AMD trading at lower multiples and expected to outperform EPS estimates in the coming quarters. 5. The author is considering increasing their current position in AMD amidst rising negativity regarding its future prospects.
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