AMD's Data Center revenue doubled to $6.7B in Q2, supporting a BUY call and $640 price target implying 23% upside.
AMD trades at a steep 66x forward P/E versus NVIDIA's 23x, but dominates Intel with a 27% operating margin against Intel's negative EPS.
Anthropic, OpenAI, and Microsoft have committed gigawatts of MI450 GPU capacity, locking in AMD's H2 2026 revenue ramp through named hyperscaler contracts.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn't make the cut. Grab the names FREE today.
AMD (NASDAQ:AMD) posted Q2 revenue growth of 50.11% to $11.536 billion, with Data Center more than doubling, yet a Reddit thread **** led "AMD's revenue climbs 50% and data center sales doubled, but the stock is down" captured retail confusion. That gap between fundamentals and price action is where our model finds an edge.
#Intel
AMD trades at a steep 66x forward P/E versus NVIDIA's 23x, but dominates Intel with a 27% operating margin against Intel's negative EPS.
Anthropic, OpenAI, and Microsoft have committed gigawatts of MI450 GPU capacity, locking in AMD's H2 2026 revenue ramp through named hyperscaler contracts.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn't make the cut. Grab the names FREE today.
AMD (NASDAQ:AMD) posted Q2 revenue growth of 50.11% to $11.536 billion, with Data Center more than doubling, yet a Reddit thread **** led "AMD's revenue climbs 50% and data center sales doubled, but the stock is down" captured retail confusion. That gap between fundamentals and price action is where our model finds an edge.
#Intel
2 days ago
