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 

AMD could see much more accelerator demand as OpenAI and Anthropic allegedly increase their orders by multiple gigawatts. Nvidia's only real edge over AMD may soon be its size and resources; Lisa Su is a master operator. x.com 

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 

AMD is at peak performance, and Lisa Su is positioning it to become a $1 trillion company in the near future. Q1 was a blowout: data center revenue rose 57% to $5.8 billion on EPYC processor demand and the Instinct GPU ramp, and client and gaming grew 23% to $3.6 billion. Meta plans to deploy up to 6 gigawatts of Instinct GPUs, starting with a custom MI450-based gigawatt, and Samsung is collaborating on next-generation AI memory, including HBM4 for the MI455X. x.com 

AMD could reach $750 from $630 as data center GPU sales surge and momentum in AI workloads stays strong. Real wealth is built by buying in weak weeks like this one and holding, not by buying all-time highs. x.com 

AMD now has to be extraordinary to justify its valuation, because it is priced on what it must deliver in 2027, not on past results. Despite revenue up 50%, data center up 107%, triple-digit profit growth and above-consensus guidance, the stock fell about 8% after hours; great is not enough when great is already priced in. x.com 

AMD has been repriced as the second AI infrastructure incumbent. Meta and OpenAI at 6GW each give it a roughly 12GW MI450 pipeline, both are launch customers for its Helios rack-scale system, Samsung HBM4 supply is secured, and its server CPU TAM estimate doubled to $120B by 2030. Morgan Stanley raised its target from $255 to $360 the morning of earnings. The thesis is intact. x.com 

AMD is a beast after crushing its first-quarter earnings. Per @StockSavvyShay, revenue of $10.25B beat the $9.85B estimate, data center revenue reached $5.8B versus $5.6B expected, gross margin hit 55%, and second-quarter revenue guidance of $11.2B topped the $10.5B estimate. x.com 

AMD's strong Q2 set up a classic sell-the-news reaction against a stock that had priced in perfection. Capex hit $808M, nearly 3x what many modeled, compressing free cash flow. The roughly $13B Q3 guide beat the $12.5B consensus but not whispers near $14B, with growth slowing to about 41%. Management guided no near-term margin expansion, server CPU supply is constrained, and Helios and the multi-gigawatt Anthropic, OpenAI and Meta deals are mainly a 2027 story. x.com 

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  … Show more