Everyone’s talking about $NVDA hitting all-time highs…
But $AMD is quietly up 20% YTD - and STILL hasn’t even broken its previous peak.
That won’t last long.
Because Lisa Su just made the boldest AI play of the year.
Here’s why $AMD could explode next - and catch Wall Street sleeping again: 👇🧵
1/ Everyone’s lost in $NVDA mania…
$AMD is already up ~20% - and IT HASN’T EVEN HIT all-time highs yet.
Now, post-Advancing AI, the breakout setup is more compelling than ever. https://t.co/obrselE00j
2/ This month AMD launched the Instinct MI350 Series - their “most advanced AI platform ever,”
Boasting up to a 4× generational leap in compute for training & inference. https://t.co/M7qnFy7xB1
3/ Specs to drool over:
- 288 GB HBM
- Single-GPU support for 20 B-parameter models
- Claims of double FP throughput vs rivals
- 1.6× more memory per card. https://t.co/LIvuti0W5c
4/ Ecosystem proof:
Partners like Meta, Oracle, Dell, HPE, Cisco, Asus lined up MI350‑based systems hitting market by Q3 2025.
Enterprise adoption accelerating fast. https://t.co/IfmfOe6knV
5/ Lisa Su says we’ve hit an inflection point in AI inference - and that inference alone will drive the datacenter AI accelerator market to a jaw-dropping $500B by 2028. https://t.co/POWgO74aQJ
6/ AI agents = compute explosion:
Su noted agentic AI means “billions of new virtual users,” requiring massive CPU+GPU synergy in open ecosystems
AMD sits at the heart of that pivot. https://t.co/yWRwYND9Nd
7/ Backed by rock-solid Q1:
- Revenue $7.44 B (+36% YoY)
- Data center up 57%
- EPS +55%.
Guidance raised to ~$7.4 B for Q2 despite ~$700 M headwind from export controls. https://t.co/XoX8lMvG5Z
8/ MI300 family has already generated over $5 B in revenue since launch.
MI350 is primed to carry that tail into 2026 with MI400 on the roadmap. https://t.co/3t5u4nQcWd
9/ Analysts are waking up:
- Cantor sees $4.11 EPS next year
- Melius bumped to $175
- Rosenblatt targeting $200.
All pointing to mid‑teens to double from here by year‑end.
10/ Summary:
AMD is now firing on all cylinders.
- Game-changing product
- Open strategy
- Enterprise traction
- Strong fabric in Q1+
- IPO-like growth structure, but in an established $200 B chip leader.
Next stop: All‑time high → $250 → $300?
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