AMD has plenty of room to run as it breaks all-time highs, because AI demand is exploding and the company is just getting started. The economy is still growing strongly and tech innovation is accelerating, while bears have called for a crash for years as the market kept climbing. 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's valuation leaves little room for error even after stellar earnings. Sustaining 40% annual growth to 2030 gives $200B revenue and $80B net income at a 40% margin; at 20x earnings that is $1.6T, or about $990B discounted at 10%, versus $845B today. The market fears its acceleration coincides with the final stage of AI capex growth, as customers diversify from NVIDIA, a tailwind that may fade as capex growth slows after 2027. A solid hold, but new buyers should wait for a bigger decline. … Show more

AMD has more AI accelerator market-share potential than the 7% forecast suggests. The more likely outcome is at least 15%-20% share, versus the forecast quoted from @pequityresearch. x.com 

Semiconductor trade faces a capex growth ceiling even if AI delivers what bulls expect. Spending cannot compound at 70-100% a year indefinitely, and compute per dollar roughly doubles every two years, so the same budget buys more capacity later. Today's chip valuations also demand years of 20% AI earnings growth beyond 2028: roughly 10.9 extra years for AMD, 8.9 for ASML, 7 for Marvell and 6.4 for TSMC, versus 1.6 for Broadcom and 0.8 for Nvidia; Micron needs none under the chart's assumptions. … Show more

AMD's stock has outrun its fundamentals, leaving it a bad investment at today's price despite an extremely bullish long-term outlook for the business. From April 2025 to September 2026, AMD rose 8x while revenue grew 55%; Nvidia rose 2.4x while revenue grew 118%. AMD had previously lagged despite improving fundamentals, but the market's catch-up went too far. Its risk/reward is no longer what it was at roughly 20x forward earnings in 2025; a crash could make it attractive again. x.com  x.com 

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's $8B acquisition of Fei-Fei Li's World Labs could help it build a platform capable of supporting a $5T company. Putting a top world-model research team beside the Instinct and EPYC designers lets AMD shape silicon around physical-AI workloads before they become obvious. Nvidia's Cosmos and GR00T pull developers into its stack; AMD had no equivalent until now. With Silo AI and ZT Systems, AMD is building models, software and systems; the payoff is AI compute share, not World Labs' revenue. … Show more

AMD is the last AI name left to crack on valuation and should fall below $200-$225, likely within 12-15 months. AI suppliers such as Arm, Marvell, Bloom Energy and Astera Labs are already getting smoked on valuations, while hyperscalers like Alphabet and Microsoft are being punished. x.com  x.com 

AMD's projected compute deployment offers a steep growth path for its potential AI upside. UBS AI Research forecasts deployed capacity rising at a 90% CAGR, from roughly 1 GW in 2026 to 9 GW in 2030. x.com