Advanced Micro Devices, Inc. AMD

Let break $156??? go $160???

Today 160

Next week 165-170

Soon~~~ all time high again

Shorts are dead ?????????

Shorts got one little discount and they are all happy, the next day, gone ?

Fuck shorts

Markets will consolidate this year.

Despite any individual performance Nasdaq will be down 20-30% year end.
AI needs to be digested and then next year it’s all eyes on how to generate turnover with AI

AMD low will be at 92-99$

Rubber shoes the fad disappeared again sell while you can have a wonderful day

Is it me who is thinking it will stand above 161 to 165 next week?

???

End of the world!!!!! Sell cheap!!!!

Like u always do ???????????

Need to break $159 let goo bulls???

$AMD ? Big Tech Insight: Big Tech is spending more on CapEx than the GDP of small countries. Yes, you read that right. These companies are laying the groundwork for future domination.

$AMD ? SEMI: Global semiconductor sales rose 27% year-on-year in the 2nd quarter “and are further expected to surge 29% in the” 3rd quarter, surpassing record high levels from 2021, led by AI-fueled demand and rebounding electronics sales. Improved demand also led to a 2.6% drop year-on-year in inventory levels in the 1st half of 2024. 1/2 #TechInsights #semiconductors #semiconductor

$AMD ??

Melius Reiterates Buy Rating on $AMD, with PT of $205

Analyst Comments: "Going in the Right Direction: While the recent deal doesn't seem to have a material impact on our estimates at this time, we like the direction AMD is taking by acquiring systems expertise and engineers with close ties to the big cloud providers. Nvidia's innovation with rack-scale systems, particularly the NVL 36 and 72 Blackwell-based systems, has been a major investor concern regarding how AMD could compete long term. Given Nvidia's lead, AMD needs to make acquisitions to accelerate its development timelines, go-to-market strategies, and full system architectures to appeal to hyperscalers.

The Silo AI deal was focused on software, while this latest deal seems more targeted at rack-scale systems, where Nvidia currently excels. Although there is still a lot of work to do, AMD doesn't need more than 10% share of the GPU market to succeed. A sub-10% share of its $400B total addressable market (TAM) could contribute $20B in GPU-related revenue by 2027, which is higher than most sell-side models predict.

Looking ahead, we anticipate AMD's launch of the MI325X GPU successor to the MI300X this fall, and we expect further updates on its $4.5B AI GPU sales goal for 2024. We wouldn't be surprised to hear more about AMD's efforts in Ethernet networking in the coming quarters, potentially moving closer to industry leaders like Arista Networks. Our target price for AMD of $205 reflects 28x our FY2026 EPS estimate of $7.39."

Analyst: Ben Reitzes