To The Moon

🌟🌟🌟AMD $Advanced Micro Devices(AMD)$  share price has been on a tear recently, reaching its all time high of USD 253.39 on October 24 2025.  It has now skyrocketed a massive 108% year todate.  This rally has pushed AMD's market capitalisation past USD 400 billion for the first time.

Recent Catalysts Driving AMD's Rally 

Supermicro:  It recently  announced it will use AMD chips in its next generation data center systems.  These are not ordinary servers.  Supermicro's 48U racks can house up to 160 AMD powered servers and 16 Ethernet switches, designed for extreme density AI workloads.  This is a bold endorsement of AMD's scalability, efficiency and readiness to power the AI factories of tomorrow.

OpenAI Partnership :  AMD revealed a multi billion dollar deal to supply up to 6GW of Instinct GPUs for OpenAI's infrastructure.  The agreement includes an option for OpenAI to take an equity stake, signaling deep strategic alignment.

ZT Systems Acquisition:  AMD completed its USD 4.9 billion acquisition of ZT Systems, expanding its end to end AI data center portfolio.

Analysts Upgrades:  HSBC raised its target price to USD 310,  Benchmark to USD 270.  34 analysts now rate AMD a Buy.

Institutional Buying :  Catalysts Capital Advisors increased its stake by 88.9%, joining a wave of hedge funds repositioning into AMD.

This isn't just a rally.  It is reinvention of AMD. 

From Underdog to Challenger

For years, Nvidia $NVIDIA(NVDA)$  ruled the data center GPU kingdom with over  90% market share and a deeply entrenched CUDA ecosystem.  AMD, with its Instinct GPUs and ROCM platform, has been the quiet challenger - building alliances with OpenAI, Oracle, Supermicro and hyperscalers like Microsoft and Meta Platforms.

Now the pieces are falling into place:

OpenAI is deploying 6GW of AMD Instinct GPUs starting with MI450 in 2026.

Oracle is lining up 50,000 AMD chips. 

Supermicro is building modular, liquid cooled bundles around AMD's architecture.

AMD isn't just catching up.  It is now challenging the narrative. 

Personal Reflection : What Is A Good Entry?

At the last closing price of USD 252.92, AMD is well positioned below analysts' target price.  For me, a good entry isn't just about price.  It is about conviction.  If I believe that AMD's AI story is just beginning, then USD 252 is not expensive.  It is early.

But emotionally I would love a pullback - somewhere in the USD 220 to USD 235 range feels like a sweet spot.  It is close enough to the breakout zone to ride momentum but low enough to feel that I am buying with discipline and a good entry point.  I will wait for a breather.

AMD isn't just chasing Nvidia.  It is writing its own growth narrative and I want to be part of it as an investor. 

As Warren Buffett likes to say "It is far better to buy a wonderful company at a fair price than a fair company at a wonderful price ."

AMD isn't just a fair company riding the AI hype.  It is becoming a wonderful company driven by real catalysts, strategic partnerships and disciplined execution. 

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