AMD

AMD continues to extend its footprint in the semiconductors sector from its Santa Clara headquarters. The company's resilience, supported by 26k employees and an annual revenue near $23B, makes it a structural reference for investors and partners across North America.

The group's regional balance sheet allows it to invest counter-cyclically, an advantage few competitors can match in the current rate environment.

“AMD is, in its category, exactly the kind of compounding regional champion the next decade of capital allocation will reward.”

Analysts increasingly view the group as a regional bellwether — its quarterly trajectory tends to anticipate sector-wide moves.