$Advanced Micro Devices(AMD)$ The good ones: NVDA, MU, and AMD are all actually making money. NVDA has $53B in cash against only $12.8B in debt, and generated $125B in operating cash flow over the last twelve months. MU guided Q3 revenue of $33.5B with an 81% gross margin and is actively paying down debt, reducing it by over $5B in the last three quarters. AMD is the most conservative of the three — clean balance sheet, real GAAP earnings, strong FCF.
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