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Ophir Gottlieb

CEO of CMLviz, Former Options Market Maker

5 Aug, 17:11Latest

AMD's server CPUs have become a general compute supercycle in their own right, and that is under-appreciated. Management's 2030 server CPU market estimate rose from about $60 billion at Investor Day to over $120 billion and now about $220 billion; such revisions deserve some skepticism, but the business supports them. Server CPU revenue hit a fifth straight record, with cloud and enterprise both up over 70% on higher units and prices, and data-center growth is producing operating leverage. x.com x.com

AMD

4 Aug, 20:18

AMD looks likely to crush its numbers, especially guidance, and reach a new all-time high this year. Every expert call and channel check reviewed points that way, though such checks are slippery and may be wrong. The high could come right after earnings or after a fall macro or market blowout and recovery. x.com x.com

AMD

Jeff Pu

Technology Equity Analyst at GF Securities

27 Oct

AMD

Agentic AI demand should drive AMD's 2027 data-center growth well over 100% year on year. Server CPU revenue is forecast to double, with over 5 million Venice units shipping in 2027; Helios racks should ramp mostly in Q1 2027, with over 20,000 expected that year, while MI450/455X volume remains limited by end-2026. Projected 2027 sales are $103bn, with 2027 EPS revised up 15% and a new $720 target at 40x 2027 earnings. x.com

Nicholas Mugalli

Institutional TMT & Macro Research, AI/Semiconductors/Policy

25 Aug

AMD

AMD's AI thesis is intact, and the current weakness is temporary macro noise. Raymond James upgraded AMD to Strong Buy with a $641 target, expecting the server CPU market to reach $201 billion by 2030 on a 44% compound annual growth rate as hyperscalers scale for agentic AI. Per Raymond James, AMD offers the cleanest mix of earnings leverage, pure-play data-center exposure and share gains against legacy compute. Hardware demand is accelerating. x.com

Ben Pouladian

Founder of BEP Research, AI Compute Economics

18 Oct

AMD

AMD risks missing large advance rack orders because Helios is still unproven at volume manufacturing. It looked credible on paper at July's Advancing AI, but this is AMD's first rack-scale system; meaningful volume is expected only in 2H27, two quarters past AMD's window. Hyperscalers order racks a year or two before seeing them, and custom inference chips are squeezing AMD from the other side. The photographed Helios rack's cabling underscores how hard it is to build. x.com x.com

Ben Bajarin

CEO & Principal Analyst of Creative Strategies, Semiconductors-to-Software Research

19 Oct

AMD

On-the-ground data, including OCP rack vendors' reports of what they hear from customers, gives a clearer picture of AMD's CPU outlook. AMD's CPUs and GPUs are both in a growth cycle, leaving it on track to outgrow the market. The 14 million GPU figure through 2030 was always above the team's models, as it was for many others; the 2027 GPU sales estimate raised in the discussion was Morgan Stanley's, not theirs. x.com x.com x.com x.com x.com

Sam Badawi

Stock Analyst, Creator of Origins of Alpha & Quarterly Conviction

23 Jul

AMD

AMD could nearly triple its total revenue through CPU sales alone if it captures more than 50% of the $220B CPU market expected by 2030, as AMD believes it can. x.com

Art of Speculation

Chinese-Language AI Fundamentals & Macro, Concentrated Investing

4 Aug

AMD

AMD's strong quarter turned into a sell-the-news drop because expectations were too high and capex far exceeded estimates. Q2 revenue was $11.54B versus $11.31B expected, data center revenue rose 107% to $6.72B, and Q3 guidance of about $13B beat $12.5B. But capex hit $808M versus $299M expected, about 171% higher, and the stock had already priced in MI450, Helios, AI GPU and server CPU growth, falling about 7% after hours. x.com x.com

Terry

Private Fund Portfolio Manager & Trader

10 Sep

AMD

AMD is no longer just NVIDIA's backup, because every AI agent needs its own sandbox, which drains CPU and memory capacity. At Citi's TMT conference, AMD pointed to server CPU growth of 80% year on year in the second half and 70% next year, raised its 2030 CPU market estimate from $60 billion to over $220 billion, and targets half of it, a $100 billion business. MI450 GPU revenue starts in Q3, ramps in Q4 and scales in 2027; the constraints are racks, liquid cooling, HBM and packaging. x.com

Stocker-Man

Long-Term Growth Investor & Swing Trader, Public Investing Journal

6 May

AMD

AMD's growth runway may be much larger than investors realize, as agentic AI drives a surge in server compute. Management now sees the server CPU market growing 35%+ annually through the decade, surpassing $120B by 2030, because AI agents mean more inference, orchestration, memory movement and server-side processing. Lisa Su reiterated the path to $20+ EPS. AMD looks like it is just getting started, though some trimming toward SoFi, Hims and Oscar is under consideration. x.com x.com

Finn Stockinger

Equity Analyst & Investor, Technology Research

19 Oct

AMD

Insufficient substrate supply may cap AMD's growth because the company has not secured enough capacity. The author says limited substrate availability drove AMD's lowered guidance, making supply-chain execution the constraint on how far it can grow. This adds an execution risk to the earlier concern that AMD is too expensive to buy despite strong results. x.com x.com

Trade Whisperer

Memory Engineer & Data Scientist, Founder of Blue Pink Candles

22 Apr

AMD

AMD plans multiple rounds of server CPU price hikes, in Q2 and Q3, for a cumulative increase of about 16-17% this year as CPU demand outruns supply. Server CPU prices are already up 10-20% since March, and Intel is expected to add another 8-10% in 2H26. Lisa Su said server CPU demand has far exceeded forecasts, Meta signed a five-year, $60 billion EPYC-anchored deal, and AMD is probably best positioned for the coming edge-device AI wave. x.com x.com

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