Abstract：At AMD’s first Analyst Day in three years held on November 11th $Advanced Micro Devices(AMD)$ , the company sent a major signal: the data center chip market will reach $1 trillion by 2030, with the firm targeting a revenue compound annual growth rate (CAGR) of over 35% and earnings per share (EPS) of $20 over the next 3-5 years.AI_DigAMD’s Financial Analyst Day in New York on November 11th was more than just its first appearance in three years—it was like a declaration of war against industry leader Nvidia $NVIDIA(NVDA)$ . During the event, CEO Lisa Su shared optimistic expectations for the artificial intelligence (AI) market and announced AMD’s financial goals for the next three to five years. Sh

$Advanced Micro Devices(AMD)$ is expected to release its fiscal Q3 2025 earnings report on 04 Nov 2025 after the market close. An analysis of Advanced Micro Devices (AMD)'s upcoming fiscal Q3 2025 earnings suggests continued growth, largely driven by the Data Center and AI segments, but with high expectations already baked into the stock price. AMD Q3 2025 Earnings Forecast & Consensus The market is anticipating a strong quarter, with AMD's own guidance and analyst consensus pointing to significant year-over-year growth. Key Observations: High Expectations: The consensus estimates are at the higher end of AMD's own guidance range, suggesting the market expects a slight beat or at least the top of the range. Previous Performance: AMD has beaten

$Advanced Micro Devices(AMD)$ mentioned on 11 Nov that it expected profit to triple by 2030, the data center chip market is set to grow to $1 trillion. With the AI bubbles narrative coming back, will investors be missing out on the AI story? In this article, I would like to share how we might want to look at this AI story, and how I plan to do option play for AMD for its AI story, I have been holding AMD for long-term. Here is how we planned to break it down: The big picture (AI/chip market + AMD’s positioning) The risk/structural questions (are investors missing out, is consolidation likely) Strategy considerations for an existing long position in AMD (including selling puts) and The Pros/cons of the “sell-put” approach Big Picture — Market + AMD

AMD Unveiled Its 3-5 Year Outlook. Here Are Three Things to Watch Global AI chip giant $Advanced Micro Devices(AMD)$   hosted its Financial Analyst Day today, with management outlining robust growth expectations for the next three to five years. AMD Datacenter Growth vs. Rivals in Focus ~$NVIDIA(NVDA)$   : Reported Q3 Data Center revenue (incl. server GPU/CPU/networking) of $48.99 billion, up 59% YoY. The market projects its Q4 Data Center revenue at $55.8 billion, a 57% YoY increase. ~$Broadcom(AVGO)$   : Reported FQ3 AI revenue (incl. AI ASIC/networki

$Advanced Micro Devices(AMD)$   🔴⚡ AMD’s $1 Trillion Vision: The Great Silicon Race to 2030 — Can It Finally Challenge Nvidia’s AI Empire? 🚀 AMD just fired the loudest shot yet in the silicon war. At Analyst Day, CEO Lisa Su unveiled an audacious 2030 roadmap — forecasting profits to triple by the end of the decade and betting that AI and data centre chips will power a $1 trillion total addressable market. For investors, this wasn’t just guidance — it was a declaration that AMD intends to become the second pole of AI gravity beside Nvidia. --- 💹 Strong Fundamentals, Stronger Ambition AMD’s Q3 earnings already show the company’s momentum: Revenue: $9.25B, up 36% YoY. EPS: $1.20 (vs. $1.17 expected). Data Centre Re

$Advanced Micro Devices(AMD)$  You’ve pinpointed a very interesting thread around AMD and its potential to catch up with Nvidia. Let’s break it down in two parts: first, where AMD stands relative to Nvidia; then second, whether a $300 target for AMD in 2025 is plausible (and what it would require). --- 1. How does AMD stack up vs Nvidia? ✅ What AMD is doing well / showing ambition At its recent Analyst Day, AMD laid out very ambitious growth targets: ~35% annual revenue growth across its business over the next 3-5 years, and 60%+ growth in its data-centre / AI-chip business.  AMD says its total addressable market (TAM) for AI + data-centre may be over US$1 trillion by around 2030.  It is targeting large share gains in server CPUs, cl

Last Week's Recap1. U.S. Market - Strong Week Caps a Solid OctoberIndexes: U.S. stocks extended their rally for a third consecutive week, with all major indexes notching new highs amid upbeat corporate results.October Recap: Wall Street logged a sixth straight monthly gain, with the $Dow Jones(.DJI)$ posted its longest winning streak since 2018, while the $NASDAQ(.IXIC)$ surged ~4.7%, marking seven consecutive monthly advances — its best run since 2018 — powered by Big Tech earnings. The $S&P 500(.SPX)$ also rose about 2.3% for the month.FOMC: The Federal Reserve cut rates by 25 bps and announced plans to end quantitative tightening by restarting balance-she

AMD Earnings Review: AI Worries Spoil Strong Q3 Beat Global semiconductor giant $Advanced Micro Devices(AMD)$   reported its third-quarter earnings after the bell, with the stock seeing volatile after-hours trading, initially rising before falling. Following the announcement of a bold "equity-for-orders" partnership with OpenAI, AMD's stock had rallied significantly, setting high market expectations. However, management's guidance—vague in the short-term while optimistic for the long-term regarding AI revenue—failed to sway the market. Q3 Key Financial Highlights ~Revenue: $9.25 billion, up 36% year-over-year (YoY) and 20% quarter-over-quarter (QoQ), beating the consensus estimate of $8.74 billion. ~GAAP Gro

Buckle up for a rollercoaster ride through the markets this week, where powerhouse companies drop their quarterly bombshells, a historic legal clash questions sweeping trade policies, and a massive vote could redefine executive rewards. From AI trailblazers to health disruptors and beyond, these reveals pack the punch to swing stocks wildly—here's your deep dive into the action that's got investors glued. Monday's Earnings Onslaught: Data Giants and Disruptors Take Center Stage $Palantir Technologies Inc.(PLTR)$ $Grab Holdings(GRAB)$ Palantir Technologies steps into the spotlight with its Q3 results, where analysts are banking on an EPS of $0.12, marking a 100% surge from last year's $0.06, fueled by acc

$Advanced Micro Devices(AMD)$ Buckle up, tech enthusiasts! AMD is firing on all cylinders with its aggressive AI strategy, sending shares surging in today's trading. With CEO Lisa Su dropping bombshell insights at the recent Analyst Day, the company is positioning itself as a powerhouse in the exploding AI market. Forget lagging behind – AMD's bold moves could redefine the chip wars and supercharge investor returns. 📈🔥 Diving deep into the Analyst Day fireworks: Lisa Su painted a vivid picture of AMD's future, emphasizing leadership in a $1 trillion compute market by 2030. She highlighted insatiable AI demand driving unprecedented growth, with customers ramping up spending like never before. This isn't just hype – it's backed by innovative roadmaps

What Does AMD's Chart Say Heading Into Earnings? Chip giant $Advanced Micro Devices(AMD)$  , which reports earnings this week, has been on a tear of late – rising more than 100% year to date and making large deal after large deal with the likes of artificial-intelligence giant OpenAI. Let's see what AMD's chart and fundamental analysis show us. Advanced Micro Devices' Fundamental Analysis AMD plans to report Q3 earnings after the closing bell on Tuesday, with the Street currently looking for $1.17 adjusted earnings per share on about $8.8 billion of revenue. That would represent a 27.1% gain year over year from the $0.92 in adjusted EPS that AMD reported in Q3 2024, along with about 28.3% annual growth in revenue

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Intel(INTC)$ Buckle up, folks—AMD just dropped a bombshell Q3 earnings report that's got Wall Street buzzing like a hive of caffeinated bees! 📈 Revenue clocked in at a scorching $9.25 billion, smashing expectations and leaping 36% year-over-year. That's not just growth; that's a full-on sprint. Adjusted EPS? A solid $1.20, edging out the $1.17 whisper number and proving AMD's got the muscle to flex in this tech arena. Shares popped 2.51% post-report, and as of today, they're hovering around $231—prime position for liftoff? 💥 But wait, the real fireworks kick off tomorrow at Analyst Day, where whispers say AMD's crankin

AMD Earnings To Watch: AI Gap, CPU Battle, PC Share Global semiconductor giant $Advanced Micro Devices(AMD)$   is set to report its third-quarter financial results after the bell on Tuesday, November 4. Following the announcement of its bold "equity-for-orders" partnership with OpenAI, AMD's stock has surged, fueling high market expectations for its performance, even though shipments for the OpenAI order are not slated to begin until the second half of 2026. Option Market Signals With AMD set to report its quarterly earnings after the bell on Tuesday, November 4th, the options market is flashing signs of extreme anticipation. The market is fully braced for a binary move, with Implied Volatility in the 90th p

$Advanced Micro Devices(AMD)$   I've been following AMD closely, and this latest update from their Analyst Day definitely caught my attention. The CEO's confidence in tripling profits and capturing a meaningful share of the data center AI market shows just how aggressively AMD is positioning itself in the AI race. What really stands out to me is their target to hit $100 billion in data center chip revenue within five years — that's a bold statement, and it signals that AMD is no longer content playing second fiddle to Nvidia $NVIDIA Corp(NVDA)$  . I think what's fueling my optimism is AMD's execution speed. Over the past year, the comp

$Advanced Micro Devices(AMD)$   If you thought the AI boom was a one-stock show starring Nvidia, AMD is here to prove otherwise. Shares of Advanced Micro Devices (AMD) are rallying again after the company’s Analyst Day, where CEO Lisa Su laid out a vision that has investors rethinking what the next five years could look like. The headline? AMD expects profits to triple as it rides the artificial intelligence wave that has reshaped the semiconductor industry. At the event, Su shared an optimistic forecast for the AI and data center markets, setting the tone for a company that is no longer content to play catch-up. She revealed AMD’s financial targets for the next three to five years, including a plan to significa

$Advanced Micro Devices(AMD)$   🔥 AMD: The Moment of Truth — Will Earnings Ignite the Next AI Supercycle or Break the Spell? AMD has been the comeback story of the semiconductor world — a stock that refuses to be underestimated. But after a +60% surge this year, the market’s patience is thin and expectations sky-high. 💭 Investors aren’t just looking for numbers anymore — they’re looking for conviction. --- ⚙️ 1️⃣ The Setup: When Great Isn’t Enough This quarter could mark AMD’s defining moment in the AI arms race. Its partnership with OpenAI and momentum behind the MI300 series have lifted the stock from laggard to contender. But this time, words won’t move the market — delivery will. Analysts expect: Revenue: ~$1

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Intel(INTC)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $Invesco QQQ(QQQ)$ The chip giant is charging ahead with its groundbreaking multi-year deal to supply massive GPU power to OpenAI, fueling a surge that's already lifted shares to new peaks around $256. This strategic alliance, kicking off with 1 gigawatt next year and scaling to 6 gigawatts, positions AMD as a powerhouse in next-gen AI infrastructure, potentially doubling its GPU revenue by 2027. But all eyes are on the upcoming earnings report