Hardik Shah(@AIStockSavvy):$AMD | TD Cowen 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗔𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗠𝗶𝗰𝗿𝗼 𝗗𝗲𝘃𝗶𝗰𝗲𝘀, PT $𝟲𝟳𝟱 Analyst sees agentic AI and production inference supporting tangible use cases and continued data-center CPU strength.

Hardik Shah

@AIStockSavvy

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Joined September 2009

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Hardik Shah@AIStockSavvy

2026.10.19 13:43

$AMD | TD Cowen 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗔𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗠𝗶𝗰𝗿𝗼 𝗗𝗲𝘃𝗶𝗰𝗲𝘀, PT $𝟲𝟳𝟱 Analyst sees agentic AI and production inference supporting tangible use cases and continued data-center CPU strength.