$AMD | TD Cowen ๐ฟ๐ฒ๐ถ๐๐ฒ๐ฟ๐ฎ๐๐ฒ๐ ๐๐๐ on ๐๐ฑ๐๐ฎ๐ป๐ฐ๐ฒ๐ฑ ๐ ๐ถ๐ฐ๐ฟ๐ผ ๐๐ฒ๐๐ถ๐ฐ๐ฒ๐, PT $๐ฒ๐ณ๐ฑ
Analyst sees agentic AI and production inference supporting tangible use cases and continued data-center CPU strength.