$Advanced Micro Devices(AMD)$ -To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Advanced Micro Devices(AMD)$

🚀 Why AMD (Advanced Micro Devices) Looks Bullish in 2025

1. AI & Data Center Acceleration

• AMD’s new Instinct MI350 series delivers up to 4× performance improvement, with the MI400 series launching in 2026 featuring full-rack “Helios” systems.

• Backed by major players like OpenAI, Meta, Microsoft, and Oracle for AI infrastructure.

2. Aggressive Expansion & Strategic Acquisitions

• Acquired ZT Systems, Silo AI, and Nod.ai to boost AI software and hardware integration.

• Deep focus on ROCm (open AI software) and compiler-level optimizations, challenging Nvidia’s CUDA dominance.

3. Strong Technical Foundation

• MI355X claims to outperform Nvidia’s next-gen Blackwell GPUs in training & inference.

• AMD’s open ecosystem strategy is gaining traction, appealing to large-scale cloud deployments.

4. Massive Client Traction

• Crusoe Energy, Meta, Oracle Cloud, and OpenAI are already implementing AMD GPU solutions.

• Early volume commitments worth hundreds of millions signal confidence in AMD’s product roadmap.

⸻

📊 Financial & Valuation Highlights

• Current Price: USD 116.16 (Pre-Market Bid: 119.08, +2.51%)

• Market Cap: USD 188.3B

• P/E (TTM): 84.81 – reflects premium for high growth

• Forward P/E: 29.86 – showing strong future earnings expectation

• P/S (Price-to-Sales): 6.79

• P/B (Price-to-Book): 3.25

• ROE: 3.90%, ROA: 2.56%

• EPS (TTM): 1.37, Forward EPS: 3.891

🔍 Interpretation:

High trailing P/E + much lower forward P/E = strong projected earnings surge. The valuation is supported by real revenue growth potential from AI, gaming, and data center markets.

⸻

🔮 Future Roadmap

• MI400 and MI500 GPU lineups planned with significant generational leaps.

• Zen 6 CPUs launching on TSMC 3nm/2nm nodes by 2026–2027.

• RDNA4 GPUs and Ryzen 9000 / X3D chips scheduled for release in 2025 for desktop and gaming markets.

⸻

💥 Bullish Outlook Summary

• AMD is not just catching up to Nvidia—it’s offering open, efficient, and scalable alternatives.

• Their ecosystem now spans chips, software, and entire rack-scale systems.

• With smart acquisitions, next-gen silicon, and major cloud clients, AMD is positioned for exponential growth.

📈 Verdict: A compelling long-term investment as the AI and data center race heats up.

AMD on the Move: Still a Buy for Those Who Missed Nvidia?

AMD stock jumps 6% as it will restart M1308 sales to China after US review. Broadcom stock records new high as it takes on Nvidia with its new Tomahawk Ultra chip; Chip stocks is enjoying a good rally, leading by Nvidia boom. If you missed Nvidia, which stocks would you pick? Among AI, auto, and chips in China, which companies are you most bullish on?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

frosti
06-17
frosti
Absolutely love this insight! Exciting times ahead! [Wow]
ColinThorndike
06-17
ColinThorndike
Exciting insights

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AI &amp; Data Center Acceleration</p>\n<p>• AMD’s new Instinct MI350 series delivers up to 4× performance improvement, with the MI400 series launching in 2026 featuring full-rack “Helios” systems.</p>\n<p>• Backed by major players like OpenAI, Meta, Microsoft, and Oracle for AI infrastructure.</p>\n<p>2. Aggressive Expansion &amp; Strategic Acquisitions</p>\n<p>• Acquired ZT Systems, Silo AI, and Nod.ai to boost AI software and hardware integration.</p>\n<p>• Deep focus on ROCm (open AI software) and compiler-level optimizations, challenging Nvidia’s CUDA dominance.</p>\n<p>3. Strong Technical Foundation</p>\n<p>• MI355X claims to outperform Nvidia’s next-gen Blackwell GPUs in training &amp; inference.</p>\n<p>• AMD’s open ecosystem strategy is gaining traction, appealing to large-scale cloud deployments.</p>\n<p>4. Massive Client Traction</p>\n<p>• Crusoe Energy, Meta, Oracle Cloud, and OpenAI are already implementing AMD GPU solutions.</p>\n<p>• Early volume commitments worth hundreds of millions signal confidence in AMD’s product roadmap.</p>\n<p>⸻</p>\n<p>📊 Financial &amp; Valuation Highlights</p>\n<p>• Current Price: USD 116.16 (Pre-Market Bid: 119.08, +2.51%)</p>\n<p>• Market Cap: USD 188.3B</p>\n<p>• P/E (TTM): 84.81 – reflects premium for high growth</p>\n<p>• Forward P/E: 29.86 – showing strong future earnings expectation</p>\n<p>• P/S (Price-to-Sales): 6.79</p>\n<p>• P/B (Price-to-Book): 3.25</p>\n<p>• ROE: 3.90%, ROA: 2.56%</p>\n<p>• EPS (TTM): 1.37, Forward EPS: 3.891</p>\n<p>🔍 Interpretation:</p>\n<p>High trailing P/E + much lower forward P/E = strong projected earnings surge. 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AI &amp; Data Center Acceleration</p>\n<p>• AMD’s new Instinct MI350 series delivers up to 4× performance improvement, with the MI400 series launching in 2026 featuring full-rack “Helios” systems.</p>\n<p>• Backed by major players like OpenAI, Meta, Microsoft, and Oracle for AI infrastructure.</p>\n<p>2. Aggressive Expansion &amp; Strategic Acquisitions</p>\n<p>• Acquired ZT Systems, Silo AI, and Nod.ai to boost AI software and hardware integration.</p>\n<p>• Deep focus on ROCm (open AI software) and compiler-level optimizations, challenging Nvidia’s CUDA dominance.</p>\n<p>3. Strong Technical Foundation</p>\n<p>• MI355X claims to outperform Nvidia’s next-gen Blackwell GPUs in training &amp; inference.</p>\n<p>• AMD’s open ecosystem strategy is gaining traction, appealing to large-scale cloud deployments.</p>\n<p>4. Massive Client Traction</p>\n<p>• Crusoe Energy, Meta, Oracle Cloud, and OpenAI are already implementing AMD GPU solutions.</p>\n<p>• Early volume commitments worth hundreds of millions signal confidence in AMD’s product roadmap.</p>\n<p>⸻</p>\n<p>📊 Financial &amp; Valuation Highlights</p>\n<p>• Current Price: USD 116.16 (Pre-Market Bid: 119.08, +2.51%)</p>\n<p>• Market Cap: USD 188.3B</p>\n<p>• P/E (TTM): 84.81 – reflects premium for high growth</p>\n<p>• Forward P/E: 29.86 – showing strong future earnings expectation</p>\n<p>• P/S (Price-to-Sales): 6.79</p>\n<p>• P/B (Price-to-Book): 3.25</p>\n<p>• ROE: 3.90%, ROA: 2.56%</p>\n<p>• EPS (TTM): 1.37, Forward EPS: 3.891</p>\n<p>🔍 Interpretation:</p>\n<p>High trailing P/E + much lower forward P/E = strong projected earnings surge. The valuation is supported by real revenue growth potential from AI, gaming, and data center markets.</p>\n<p>⸻</p>\n<p>🔮 Future Roadmap</p>\n<p>• MI400 and MI500 GPU lineups planned with significant generational leaps.</p>\n<p>• Zen 6 CPUs launching on TSMC 3nm/2nm nodes by 2026–2027.</p>\n<p>• RDNA4 GPUs and Ryzen 9000 / X3D chips scheduled for release in 2025 for desktop and gaming markets.</p>\n<p>⸻</p>\n<p>💥 Bullish Outlook Summary</p>\n<p>• AMD is not just catching up to Nvidia—it’s offering open, efficient, and scalable alternatives.</p>\n<p>• Their ecosystem now spans chips, software, and entire rack-scale systems.</p>\n<p>• With smart acquisitions, next-gen silicon, and major cloud clients, AMD is positioned for exponential growth.</p>\n<p>📈 Verdict: A compelling long-term investment as the AI and data center race heats up.</p>\n<p></p>\n<p><br></p></body></html>","text":"$Advanced Micro Devices(AMD)$ 🚀 Why AMD (Advanced Micro Devices) Looks Bullish in 2025 1. AI & Data Center Acceleration • AMD’s new Instinct MI350 series delivers up to 4× performance improvement, with the MI400 series launching in 2026 featuring full-rack “Helios” systems. • Backed by major players like OpenAI, Meta, Microsoft, and Oracle for AI infrastructure. 2. Aggressive Expansion & Strategic Acquisitions • Acquired ZT Systems, Silo AI, and Nod.ai to boost AI software and hardware integration. • Deep focus on ROCm (open AI software) and compiler-level optimizations, challenging Nvidia’s CUDA dominance. 3. Strong Technical Foundation • MI355X claims to outperform Nvidia’s next-gen Blackwell GPUs in training & inference. • AMD’s open ecosystem strategy is gaining traction, appealing to large-scale cloud deployments. 4. Massive Client Traction • Crusoe Energy, Meta, Oracle Cloud, and OpenAI are already implementing AMD GPU solutions. • Early volume commitments worth hundreds of millions signal confidence in AMD’s product roadmap. ⸻ 📊 Financial & Valuation Highlights • Current Price: USD 116.16 (Pre-Market Bid: 119.08, +2.51%) • Market Cap: USD 188.3B • P/E (TTM): 84.81 – reflects premium for high growth • Forward P/E: 29.86 – showing strong future earnings expectation • P/S (Price-to-Sales): 6.79 • P/B (Price-to-Book): 3.25 • ROE: 3.90%, ROA: 2.56% • EPS (TTM): 1.37, Forward EPS: 3.891 🔍 Interpretation: High trailing P/E + much lower forward P/E = strong projected earnings surge. The valuation is supported by real revenue growth potential from AI, gaming, and data center markets. ⸻ 🔮 Future Roadmap • MI400 and MI500 GPU lineups planned with significant generational leaps. • Zen 6 CPUs launching on TSMC 3nm/2nm nodes by 2026–2027. • RDNA4 GPUs and Ryzen 9000 / X3D chips scheduled for release in 2025 for desktop and gaming markets. ⸻ 💥 Bullish Outlook Summary • AMD is not just catching up to Nvidia—it’s offering open, efficient, and scalable alternatives. • Their ecosystem now spans chips, software, and entire rack-scale systems. • With smart acquisitions, next-gen silicon, and major cloud clients, AMD is positioned for exponential growth. 📈 Verdict: A compelling long-term investment as the AI and data center race heats up.","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/446703167632128","repostId":0,"isVote":1,"tweetType":1,"viewCount":1698,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1918,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":446996844286520,"commentId":"446996844286520","gmtCreate":1750151301610,"gmtModify":1750217588396,"authorId":3479274802455671,"author":{"id":3479274802455671,"idStr":"3479274802455671","authorId":3479274802455671,"name":"frosti","avatar":"https://static.tigerbbs.com/8d59e7c960eef6f97257cc799768d81e","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":446703167632128,"objectIdStr":"446703167632128","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Absolutely love this insight! Exciting times ahead! [Wow]","text":"Absolutely love this insight! Exciting times ahead! [Wow]","html":"Absolutely love this insight! Exciting times ahead! [Wow]","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":446995714089184,"commentId":"446995714089184","gmtCreate":1750151302683,"gmtModify":1750217588099,"authorId":9000000000000648,"author":{"id":9000000000000648,"idStr":"9000000000000648","authorId":9000000000000648,"name":"ColinThorndike","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":446703167632128,"objectIdStr":"446703167632128","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Exciting insights","text":"Exciting insights","html":"Exciting insights","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/446703167632128"}