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![BourbonCap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::251912158.png) Bourbon Capital [@BourbonCap](/creator/twitter/BourbonCap) on x 50.1K followers
Created: 2024-12-28 13:43:42 UTC

X Great companies whose stocks declined +10% in 2024 but have strong recovery potential in the near future part X

X. $AMD - Advanced Micro Devices 

P/E - XXXXX
FCF - $0.5B 
Debt - $2.2B  

Reasons for stock decline:
X. Concerns regarding the sustainability of growth in the personal computer processor market.
X. AMD's Q3 earnings report revealed a significant YoY decline in gaming segment revenue.
X. Nvidia continues to dominate the AI accelerator market, with investors showing a strong preference for Nvidia over other chipmakers.

Strengths:
X. EPYC processors are increasingly adopted by major cloud providers like Microsoft Azure and Google Cloud.
X. AMD remains the exclusive supplier of custom chips for PlayStation and Xbox consoles.
X. AMD’s acquisition of Xilinx expands its reach into embedded markets, including automotive, aerospace, and industrial systems.
X. AMD has been steadily gaining market share in the server processor segment, with projections to exceed XX% in the near term.

![](https://pbs.twimg.com/media/Gf49SYeXUAA64Mf.jpg)

XXXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1873001885352755473/c:line.svg)

**Related Topics**
[gaming](/topic/gaming)
[sustainability](/topic/sustainability)
[$22b](/topic/$22b)
[debt](/topic/debt)
[$05b](/topic/$05b)
[advanced micro](/topic/advanced-micro)
[$amd](/topic/$amd)
[stocks](/topic/stocks)

[Post Link](https://x.com/BourbonCap/status/1873001885352755473)