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?

avatarJBBBBR
05-07 23:13
Needs to go higher! 
avatarWeChats
05-07 22:10
AMD Explodes Past $420 on AI Blowout — Is the ‘Multi-Vendor’ Supercycle Finally Here? The AI hardware trade just violently shifted gears. AMD melted up to a record high of $421.39 yesterday, surging +18.61% after a blockbuster Q1 report showed AI-driven profits nearly doubling and total revenue jumping 38%. With the stock now up an eye-watering +37% in just two trading sessions, Wall Street is aggressively tearing up old price targets. For months, the market wondered if anyone could truly challenge Nvidia’s datacenter monopoly. This earnings print just gave us the answer: the hyperscaler "multi-vendor" strategy is no longer just a theory—it is a heavily funded reality. But after a nearly 40% parabolic move in 48 hours, is it too late to chase? 1️⃣ The Hyperscaler ‘Multi-Vendor’ Reality The
avatarEmilian
05-07 21:30
Yeah looks like a very good stock in the long run however the hype over this company is cauinh FOmo
avatarhighhand
05-07 21:15
Next target is 500 to 600 by 2027. And 1000 in 3 years, 2000 in 5 years.  Lisa Su needs to deliver. 
avatarGTng
05-07 19:48
【Voting Post】How do you think of AMD? Do you think now it's overvalued? Or there's still more space for CPU like AMD to grow?
avatarEdgespear
05-07 18:35
Wow! AMD breaking records again
avatarLanceljx
05-07 18:00
This is a genuine regime shift story for Advanced Micro Devices, not merely a short squeeze. Key points: • Q1 revenue +38% YoY and data centre has become the main growth engine, confirming AI is now core, not optional.  • Multi-cloud validation matters most. Amazon Web Services, Microsoft Azure and Google Cloud expanding procurement de-risks concentration risk.  • Next catalyst is execution. If MI300X and follow-on Instinct ramps keep accelerating, institutions will start valuing AMD more like an AI platform leader rather than a cyclical chip name.  My technical roadmap: • $450: first magnet, likely near-term consolidation zone • $500: major psychological level, profit-taking likely • $550 to $625: possible 6 to 12 month bull case if guidance keeps surprising higher, cloud c
avatarFauzifazlee3
05-07 14:33
Must try guys just wow
avatarBunifa Latif
05-07 10:20
$Advanced Micro Devices(AMD)$   During AMD's first-quarter 2026 earnings call, Su said the company now expects the server CPU total addressable market to grow more than 35% annually through the end of the decade, up sharply from its prior 18% projection shared in November. "CPUs are a very critical part of data center infrastructure," Su said, adding that AI-driven workloads are increasing compute requirements much faster than anticipated. AMD previously estimated the server CPU market would reach roughly $60 billion by 2030. That figure has now doubled as enterprises and hyperscale cloud providers ramp AI deployments that require more CPUs for orchestration, inference and broader infrastructure support. Su also
avatarnerdbull1669
05-07 08:11

Shall AMD Investors Take Profits and Play Option? But At What Price?

With $Advanced Micro Devices(AMD)$ closing at $421.39 on Wednesday (up 18.6% after a massive Q1 2026 earnings beat), the stock is currently in "price discovery" mode, having cleared almost every major analyst price target and technical resistance level. Here is a breakdown of the profit-taking levels and how investors are shifting into options. 1. Where do investors take profits? Since AMD is at an all-time high, there is no "overhead supply" (previous bagholders selling at breakeven). Instead, profit-taking is likely to occur at psychological and extension levels: Immediate Resistance ($425 - $430): This is the psychological ceiling immediately above the current price. We saw some consolidation near $421 at the close, suggesting a pause here. The
Shall AMD Investors Take Profits and Play Option? But At What Price?
avatarLanceljx
05-06 23:21
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 “alt
avatarDamien Yue
05-06 23:11
wahoooo buy some, earn some... tp and run
avatarGTng
05-06 21:19
For Existing Holders, hold positions but consider trimming a portion (e.g., 20-30%) to lock in gains, given the extended nature of the move. Use the remaining position to ride the trend with a trailing stop. For New Buyers, if you must enter now, use a very small "starter" position (e.g., 25% of intended size) with a strict stop-loss below the breakout level of $360 . OR, Wait for a technical retracement. Stocks rarely go up in a straight line after a 20% gap. Look for entry opportunities near the $355-$365 range (previous resistance turned support) or wait for a consolidation pattern (e.g., a bull flag) to form over the next 2-3 weeks. Do not go "all-in" at $400+. The risk/reward is skewed to the downside in the short term due to the lack of overhead supply and the psychological pressure
avatarJane777
05-06 15:52
AMD should be able to surge above $400
avatarTiger_Earnings
05-06 15:26

AMD Q1 Earnings: Data Center Surge and AI Agent Demand Drive 16% Rally

$Advanced Micro Devices(AMD)$ rose +16.5% after hours ($355 → $414). Data Center results beat expectations, and Q2 guidance significantly exceeded Street estimates. The wave of AI inference and agents is shifting computing demand from "GPU dominance" to a full-stack era of "CPU + GPU + Memory." Lisa Su stated clearly: the demand for high-performance CPUs and accelerators driven by inference and AI agents is "accelerating rapidly," with EPYC and the MI450 series being direct beneficiaries. Key Financials Revenue: $10.3 billion (+37.8% YoY), beating Street estimates by +4%. Non-GAAP EPS: $1.37 vs. Street $1.28 (+7%). Gross Margin: 55.4% vs. Street 55.2%. Segment Performance Data Center: $5.8 billion (vs. Street $5.6 billion, a +3.6% beat). Gaming: $7
AMD Q1 Earnings: Data Center Surge and AI Agent Demand Drive 16% Rally
avatardrav
05-06 15:09
still a buy below 1T mcap
avatarlarqs
05-06 08:19
maybe perhaps possibly
avatarGTng
05-06 08:11
$Advanced Micro Devices(AMD)$  AMD pricing finally reach its actual price $AMD$  
avatarBen Tiger
05-06 07:48
Analyst Optimism and Price Target Hikes: Following the earnings release, several analysts upgraded their outlook. Notably, Wedbush raised its price target on AMD from $290 to $400. AMD is set to launch a new flagship "Gorgon Halo" APU at Computex 2026 (June), featuring up to 16 Zen 5 cores and a new Radeon 8065S graphics unit. Looking further ahead, the company is also developing next-generation RDNA 5-based Radeon RX graphics cards, expected in the second half of 2027.
avatar林欣霓
05-06 07:28
AMD’s earnings were strong enough to keep the AI narrative alive — especially because both CPU and GPU demand are accelerating at the same time. The key surprise was not only Instinct GPU momentum, but Lisa Su raising long-term expectations for the server CPU market because AI inferencing also needs massive CPU capacity.  The bull thesis for “above 300” now looks much stronger than before earnings: - Data center revenue +57% YoY - Q2 guidance above Wall Street expectations - AI GPU demand still expanding - EPYC server CPUs gaining share from Intel - Meta and OpenAI partnerships reinforcing credibility - AMD now talking about “tens of billions” in annual AI revenue potential The most important change: Wall Street used to treat AMD mainly as the “No.2 AI GPU player behind Nvidia.” Now i