I look at Advanced Micro Devices (AMD 3.56%) earnings in today's video and share three reasons Intel (INTC -0.50%) should be worried. 

  1. Intel last week reported a slowdown in revenue from its data center group. AMD just announced that it doubled its data center revenue.
  2. AMD has seen six straight quarters of record mobile processor revenue as the number of customers increases. AMD could be taking market share of notebooks and laptops from Intel. 
  3. For FY 2021, AMD guided revenue growth of 50% year over year. At the same time, Intel expects a revenue decline of 1% year over year.

Click the video below for my full thoughts. 

*Stock Prices used were the closing prices of April 27, 2021. The video was published on April 27, 2021.