Advanced Micro Devices in the -To The Moon - Tiger Brokers Online Investing Community - To The Moon

Advanced Micro Devices in the inference AI era is no longer just a GPU story. It is positioned across CPU + GPU + adaptive compute, which gives it broader exposure.

My fair value view:
• Base: US$450 to US$520
• Bull: US$575+ if MI-series inference demand scales hard
• Bear: US$320 to US$360 on valuation reset

CPU or memory?
Near term: Memory has bigger upside, driven by HBM shortages and pricing power.

Medium term: CPU may quietly compound better, because inference needs orchestration, data movement and efficient serving, not just accelerators.

My view:
Memory = faster upside
CPU = steadier upside
AMD = sweet spot, as it benefits from both.

Bottom line: More AI capex likely lifts both, but memory runs hotter while CPU runs longer.

Intel Explodes on Terafab & Apple Deal! Did You Sell Too Early?

Intel surged 12.92% to $110. Reports of Apple entering foundry negotiations with Intel Foundry, and Intel joining Elon Musk's Terafab chip manufacturing consortium. An Apple foundry contract, if confirmed, would provide Intel Foundry with its most significant external customer endorsement, marking what analysts call a critical milestone in the new management team's strategic transformation. With three catalysts igniting on the same day, how is Intel's turnaround story different this time — and did you sell too early?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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It is positioned across CPU + GPU + adaptive compute, which gives it broader exposure.\n<p></p>\n<p>My fair value view:<br>\n  • Base: US$450 to US$520<br>\n  • Bull: US$575+ if MI-series inference demand scales hard<br>\n  • Bear: US$320 to US$360 on valuation reset</p>\n<p>CPU or memory?<br>\n  Near term: Memory has bigger upside, driven by HBM shortages and pricing power.</p>\n<p>Medium term: CPU may quietly compound better, because inference needs orchestration, data movement and efficient serving, not just accelerators.</p>\n<p>My view:<br>\n  Memory = faster upside<br>\n  CPU = steadier upside<br>\n  AMD = sweet spot, as it benefits from both.</p>\n<p>Bottom line: More AI capex likely lifts both, but memory runs hotter while CPU runs longer.</p></body></html>","htmlText":"<html><head></head><body>Advanced Micro Devices in the inference AI era is no longer just a GPU story. It is positioned across CPU + GPU + adaptive compute, which gives it broader exposure.\n<p></p>\n<p>My fair value view:<br>\n  • Base: US$450 to US$520<br>\n  • Bull: US$575+ if MI-series inference demand scales hard<br>\n  • Bear: US$320 to US$360 on valuation reset</p>\n<p>CPU or memory?<br>\n  Near term: Memory has bigger upside, driven by HBM shortages and pricing power.</p>\n<p>Medium term: CPU may quietly compound better, because inference needs orchestration, data movement and efficient serving, not just accelerators.</p>\n<p>My view:<br>\n  Memory = faster upside<br>\n  CPU = steadier upside<br>\n  AMD = sweet spot, as it benefits from both.</p>\n<p>Bottom line: More AI capex likely lifts both, but memory runs hotter while CPU runs longer.</p></body></html>","text":"Advanced Micro Devices in the inference AI era is no longer just a GPU story. It is positioned across CPU + GPU + adaptive compute, which gives it broader exposure. My fair value view: • Base: US$450 to US$520 • Bull: US$575+ if MI-series inference demand scales hard • Bear: US$320 to US$360 on valuation reset CPU or memory? Near term: Memory has bigger upside, driven by HBM shortages and pricing power. Medium term: CPU may quietly compound better, because inference needs orchestration, data movement and efficient serving, not just accelerators. My view: Memory = faster upside CPU = steadier upside AMD = sweet spot, as it benefits from both. 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