AMD: Still undervalued or fairly priced after long term run?

Summary

• The author questions whether AMD is still undervalued or fairly priced after a long-term run from a $28 cost basis.
• They seek guidance on valuation assumptions (growth, margins, TAM) and what would trigger a sell decision.
• The post is a request for analysis rather than a well-defined thesis; it's more of a discussion prompt than a researched DD.