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

Advanced Micro Devices delivered a genuine blowout quarter, not a one-off headline beat. Data centre revenue rose 57% YoY to US$5.8B, with strong GPU and EPYC demand, and Q2 guidance also topped estimates. That suggests momentum is real, not accounting optics.

Can AMD take share from Nvidia?

Yes, but mainly in inference, not core frontier training. Nvidia’s moat remains software, ecosystem and scale. AMD’s opening is hyperscalers wanting a multi-vendor stack to reduce dependence on one supplier.

Buy above US$400?

At this level, easy money is gone. Valuation is rich. But if AMD executes, US$500 to US$550 is achievable. If growth cools, a sharp pullback is possible.

My view:

• Long term bullish

• Near term overheated

• Best strategy: buy dips, not chase spikes

AMD is shifting from “alternative AI chip” to a core AI infrastructure name. That rerating may still have room.

AMD Hits All-Time High Above $4000! AI Nearly Doubles Profits?

AMD (AMD) extended its rally to a record $421.39, gaining 18.61%, after Q1 results showed AI-driven profit growth nearly doubling and revenue rising 38%, beating across the board. The multi-vendor trend — with AWS, Azure, and GCP expanding AMD GPU procurement — was firmly confirmed, while MI300X datacenter GPU ramp speed is seen as the key variable for continued outperformance next quarter. Institutions are broadly raising price targets. With AMD up over 37% in two sessions, where is the next target after this all-time high?

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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That rerating may still have room.&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>Advanced Micro Devices delivered a genuine blowout quarter, not a one-off headline beat. Data centre revenue rose 57% YoY to US$5.8B, with strong GPU and EPYC demand, and Q2 guidance also topped estimates. That suggests momentum is real, not accounting optics.&nbsp;</p>\n<p><br></p>\n<p>Can AMD take share from Nvidia?</p>\n<p>Yes, but mainly in inference, not core frontier training. Nvidia’s moat remains software, ecosystem and scale. AMD’s opening is hyperscalers wanting a multi-vendor stack to reduce dependence on one supplier.</p>\n<p><br></p>\n<p>Buy above US$400?</p>\n<p>At this level, easy money is gone. Valuation is rich. But if AMD executes, US$500 to US$550 is achievable. If growth cools, a sharp pullback is possible.</p>\n<p><br></p>\n<p>My view:</p>\n<p>• Long term bullish</p>\n<p>• Near term overheated</p>\n<p>• Best strategy: buy dips, not chase spikes</p>\n<p><br></p>\n<p>AMD is shifting from “alternative AI chip” to a core AI infrastructure name. That rerating may still have room.&nbsp;</p></body></html>","text":"Advanced Micro Devices delivered a genuine blowout quarter, not a one-off headline beat. Data centre revenue rose 57% YoY to US$5.8B, with strong GPU and EPYC demand, and Q2 guidance also topped estimates. That suggests momentum is real, not accounting optics. Can AMD take share from Nvidia? Yes, but mainly in inference, not core frontier training. Nvidia’s moat remains software, ecosystem and scale. AMD’s opening is hyperscalers wanting a multi-vendor stack to reduce dependence on one supplier. Buy above US$400? At this level, easy money is gone. Valuation is rich. But if AMD executes, US$500 to US$550 is achievable. If growth cools, a sharp pullback is possible. My view: • Long term bullish • Near term overheated • Best strategy: buy dips, not chase spikes AMD is shifting from “alternative AI chip” to a core AI infrastructure name. 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