Chip Stock Investor Podcast6 Nov 2025

AMD Q3 2025 -- Do OpenAI and Oracle Deals Warrant A Buy Now?

While all the focus is on the massive AI Data Center deals with OpenAI and Oracle, which could generate over $100 billion in revenue over ther course of 3 years , the near-term profit story is all about CPUs, PC/laptop stabilization, and EPYC. The shift to maximizing revenue growth—even with a potential 10% share dilution from the OpenAI equity award —is a big change for AMD investors.

Chip Stock Investor breaks down the numbers, the massive GPU/MI400 series deployment risk , the surprising profit centers in Q3, and an updated Reverse DCF valuation.

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Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Chapters:0:00:00 Intro: The AMD AI Pivot and Q3 Earnings 0:00:58 Data Center Segment: CPU is the Biggest Profit Driver 0:01:54 CEO Lisa Su: Epyc CPU Revenue Triples YoY in Q30:03:36 The Big Shift: Share Dilution for OpenAI & MI400 GPU 0:05:32 Client & Gaming Segments Fixing Profit Margins 0:06:21 The MI400 Inflection Point and $100 Billion Revenue Potential 0:08:26 Updated Reverse DCF Valuation for AMD Stock 0:10:48 Our Final Take If you found this video useful, please make sure to like and subscribe! *********************************************************

Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction! Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #amd #amdstock #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of AMD

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