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2025-06-25
How Nvidia
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To play this momentum, cons","content":"<html><head></head><body><p>AMD stock rocketed 35% in the latest three month as it is emerging as a serious AI contender with a $10B Middle East infrastructure push and next-gen chips rivaling NVIDIA. To play this momentum, consider a cost-effective bull call spread at $0.99 per spread.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1434e2822874ff0719dcdc16c8169fb1\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_4141461021\" style=\"text-align: left;\">AMD Secures Position in Global AI Race</h2><p>IDC predicts the global market for artificial intelligence (AI) infrastructure to surpass <strong>$200 billion</strong> by 2028. AMD is, of course, strategically positioned to capture share due to its diverse portfolio of compute offerings that strike at the intersection of niche use cases, mid-high performance, and competitive prices.</p><p>There is a major new AI investment hub in Saudi Arabia. AMD and HUMAIN, supported by the Saudi Public Investment Fund, invest <strong>$10 billion</strong> to develop a global <strong>AI infrastructure</strong> with 500 megawatts of computing capacity over five years. It places AMD directly in the <strong>limelight of regional AI infrastructure expansion</strong>. This is just the beginning, with many more developments to be enjoyed as the Middle East continues to modernize, integrate, and evolve. Critically, low regional energy costs enable large-scale data center build-outs, fortifying the return horizon for AMD.</p><p>With some capacity set to come online in 2026, Humain will oversee the delivery of the data-crunching power to potential customers, while AMD will <strong>provide CPUs, GPUs and its software</strong> that helps orchestrate the data crunching.</p><p>The deal could <strong>add $3-4B to AMD's 2026-2027 AI revenue</strong> (7-10% of consensus estimates) based on phased deployment schedules seen in Saudi megaprojects. It is estimated that <strong>12-15%</strong> of AMD's projected AI revenue potentially tied to Saudi timelines by 2028.</p><p>Analysts highlight this deal as proof of AMD’s deepening role in large-scale AI infrastructure, <strong>boosting its premium valuation</strong> vs peers.</p><h2 id=\"id_3526032934\">AMD Says New Chips Can Top Nvidia</h2><p>AMD Chief Executive Officer Lisa Su said her company’s latest AI processors can challenge Nvidia Corp. chips in a market she now expects to soar past <strong>$500 billion</strong> in the next three years.</p><p style=\"text-align: start;\">The new installments in <strong>AMD’s MI350 chip series</strong> <strong>are faster than Nvidia</strong> <strong>counterparts</strong> and represent major gains over earlier versions, Su said at a company event on June 13 in San Jose, California. The MI355 chips, which started shipping earlier this month, are <strong>35 times faster</strong> than predecessors, she said.</p><p style=\"text-align: start;\">Though AMD remains a distant second to Nvidia in AI accelerators — the chips that help develop and run artificial intelligence tools — it aims to start catching up with these new products. The stakes are higher than ever: Su previously predicted $500 billion in market revenue by 2028, but she now sees it topping that number.</p><h3 id=\"id_3063944422\">Option Strategy: Bull Call Spread</h3><p><strong>Structure:</strong></p><ul style=\"\"><li><p>Buy $150 Call @ $2.68 + Sell $155 Call @ $1.69 (Jul 25 expiry)</p></li><li><p>Net Debit: $0.99 per spread</p></li></ul><p><strong><a href=\"https://ttm.financial/OPT/AMD%2020250725%20150.0%20CALL%20BUY%201%20%7C%20AMD%2020250725%20155.0%20CALL%20SELL%201\" title=\"$AMD Vertical 250725 150.0C/155.0C$\" class=\"\">$AMD Vertical 250725 150.0C/155.0C$</a></strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/862780d046832be5c96ccd5aa9e078b5\" alt=\"Source: Tiger Trade App\" title=\"Source: Tiger Trade App\" tg-width=\"1170\" tg-height=\"1372\"/><span>Source: Tiger Trade App</span></p><h2 id=\"id_3426635285\" style=\"text-align: left;\">Analysts See More Upside for AMD</h2><p>On Monday (June 23), <strong>Melius</strong> analysts reportedly said AMD stock “has a lot more to go” as the company’s <strong>position in the artificial intelligence industry grows</strong>. The broker raised its price target to <strong>$175</strong> from $110. </p><p>Investment firm <strong>CFRA</strong> also upgraded the Dr. Lisa Su-led company, citing upcoming products and sales.</p><blockquote><p>“First, we <strong>see AMD closing the competitive gap to NVIDIA in 2026</strong> as it launches the MI400x and prepares to shift to rack-scale solutions, with the ZT deal complete, offering <strong>GPU sales upside</strong>. We see an expanding customer base for AMD's accelerators (e.g., Oracle, OpenAI) while the company is also making progress with its open-source AI software stack (ROCm).”</p></blockquote><p>Zino, who raised his rating to <strong>Strong Buy</strong> from Buy and upped his price target to <strong>$165</strong> from $125, added that the GPU server market is expected to see a sharp recovery, starting in the fourth-quarter, which should benefit AMD.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Option Witch | AMD Is Closing Gap With Nvidia - Strategy to Play This Momentum</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOption Witch | AMD Is Closing Gap With Nvidia - Strategy to Play This Momentum\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1016323842\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Option Witch </p>\n<p class=\"h-time\">2025-06-25 16:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>AMD stock rocketed 35% in the latest three month as it is emerging as a serious AI contender with a $10B Middle East infrastructure push and next-gen chips rivaling NVIDIA. To play this momentum, consider a cost-effective bull call spread at $0.99 per spread.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1434e2822874ff0719dcdc16c8169fb1\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_4141461021\" style=\"text-align: left;\">AMD Secures Position in Global AI Race</h2><p>IDC predicts the global market for artificial intelligence (AI) infrastructure to surpass <strong>$200 billion</strong> by 2028. AMD is, of course, strategically positioned to capture share due to its diverse portfolio of compute offerings that strike at the intersection of niche use cases, mid-high performance, and competitive prices.</p><p>There is a major new AI investment hub in Saudi Arabia. AMD and HUMAIN, supported by the Saudi Public Investment Fund, invest <strong>$10 billion</strong> to develop a global <strong>AI infrastructure</strong> with 500 megawatts of computing capacity over five years. It places AMD directly in the <strong>limelight of regional AI infrastructure expansion</strong>. This is just the beginning, with many more developments to be enjoyed as the Middle East continues to modernize, integrate, and evolve. Critically, low regional energy costs enable large-scale data center build-outs, fortifying the return horizon for AMD.</p><p>With some capacity set to come online in 2026, Humain will oversee the delivery of the data-crunching power to potential customers, while AMD will <strong>provide CPUs, GPUs and its software</strong> that helps orchestrate the data crunching.</p><p>The deal could <strong>add $3-4B to AMD's 2026-2027 AI revenue</strong> (7-10% of consensus estimates) based on phased deployment schedules seen in Saudi megaprojects. It is estimated that <strong>12-15%</strong> of AMD's projected AI revenue potentially tied to Saudi timelines by 2028.</p><p>Analysts highlight this deal as proof of AMD’s deepening role in large-scale AI infrastructure, <strong>boosting its premium valuation</strong> vs peers.</p><h2 id=\"id_3526032934\">AMD Says New Chips Can Top Nvidia</h2><p>AMD Chief Executive Officer Lisa Su said her company’s latest AI processors can challenge Nvidia Corp. chips in a market she now expects to soar past <strong>$500 billion</strong> in the next three years.</p><p style=\"text-align: start;\">The new installments in <strong>AMD’s MI350 chip series</strong> <strong>are faster than Nvidia</strong> <strong>counterparts</strong> and represent major gains over earlier versions, Su said at a company event on June 13 in San Jose, California. The MI355 chips, which started shipping earlier this month, are <strong>35 times faster</strong> than predecessors, she said.</p><p style=\"text-align: start;\">Though AMD remains a distant second to Nvidia in AI accelerators — the chips that help develop and run artificial intelligence tools — it aims to start catching up with these new products. The stakes are higher than ever: Su previously predicted $500 billion in market revenue by 2028, but she now sees it topping that number.</p><h3 id=\"id_3063944422\">Option Strategy: Bull Call Spread</h3><p><strong>Structure:</strong></p><ul style=\"\"><li><p>Buy $150 Call @ $2.68 + Sell $155 Call @ $1.69 (Jul 25 expiry)</p></li><li><p>Net Debit: $0.99 per spread</p></li></ul><p><strong><a href=\"https://ttm.financial/OPT/AMD%2020250725%20150.0%20CALL%20BUY%201%20%7C%20AMD%2020250725%20155.0%20CALL%20SELL%201\" title=\"$AMD Vertical 250725 150.0C/155.0C$\" class=\"\">$AMD Vertical 250725 150.0C/155.0C$</a></strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/862780d046832be5c96ccd5aa9e078b5\" alt=\"Source: Tiger Trade App\" title=\"Source: Tiger Trade App\" tg-width=\"1170\" tg-height=\"1372\"/><span>Source: Tiger Trade App</span></p><h2 id=\"id_3426635285\" style=\"text-align: left;\">Analysts See More Upside for AMD</h2><p>On Monday (June 23), <strong>Melius</strong> analysts reportedly said AMD stock “has a lot more to go” as the company’s <strong>position in the artificial intelligence industry grows</strong>. The broker raised its price target to <strong>$175</strong> from $110. </p><p>Investment firm <strong>CFRA</strong> also upgraded the Dr. Lisa Su-led company, citing upcoming products and sales.</p><blockquote><p>“First, we <strong>see AMD closing the competitive gap to NVIDIA in 2026</strong> as it launches the MI400x and prepares to shift to rack-scale solutions, with the ZT deal complete, offering <strong>GPU sales upside</strong>. We see an expanding customer base for AMD's accelerators (e.g., Oracle, OpenAI) while the company is also making progress with its open-source AI software stack (ROCm).”</p></blockquote><p>Zino, who raised his rating to <strong>Strong Buy</strong> from Buy and upped his price target to <strong>$165</strong> from $125, added that the GPU server market is expected to see a sharp recovery, starting in the fourth-quarter, which should benefit AMD.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143612789","content_text":"AMD stock rocketed 35% in the latest three month as it is emerging as a serious AI contender with a $10B Middle East infrastructure push and next-gen chips rivaling NVIDIA. To play this momentum, consider a cost-effective bull call spread at $0.99 per spread.AMD Secures Position in Global AI RaceIDC predicts the global market for artificial intelligence (AI) infrastructure to surpass $200 billion by 2028. AMD is, of course, strategically positioned to capture share due to its diverse portfolio of compute offerings that strike at the intersection of niche use cases, mid-high performance, and competitive prices.There is a major new AI investment hub in Saudi Arabia. AMD and HUMAIN, supported by the Saudi Public Investment Fund, invest $10 billion to develop a global AI infrastructure with 500 megawatts of computing capacity over five years. It places AMD directly in the limelight of regional AI infrastructure expansion. This is just the beginning, with many more developments to be enjoyed as the Middle East continues to modernize, integrate, and evolve. Critically, low regional energy costs enable large-scale data center build-outs, fortifying the return horizon for AMD.With some capacity set to come online in 2026, Humain will oversee the delivery of the data-crunching power to potential customers, while AMD will provide CPUs, GPUs and its software that helps orchestrate the data crunching.The deal could add $3-4B to AMD's 2026-2027 AI revenue (7-10% of consensus estimates) based on phased deployment schedules seen in Saudi megaprojects. It is estimated that 12-15% of AMD's projected AI revenue potentially tied to Saudi timelines by 2028.Analysts highlight this deal as proof of AMD’s deepening role in large-scale AI infrastructure, boosting its premium valuation vs peers.AMD Says New Chips Can Top NvidiaAMD Chief Executive Officer Lisa Su said her company’s latest AI processors can challenge Nvidia Corp. chips in a market she now expects to soar past $500 billion in the next three years.The new installments in AMD’s MI350 chip series are faster than Nvidia counterparts and represent major gains over earlier versions, Su said at a company event on June 13 in San Jose, California. The MI355 chips, which started shipping earlier this month, are 35 times faster than predecessors, she said.Though AMD remains a distant second to Nvidia in AI accelerators — the chips that help develop and run artificial intelligence tools — it aims to start catching up with these new products. The stakes are higher than ever: Su previously predicted $500 billion in market revenue by 2028, but she now sees it topping that number.Option Strategy: Bull Call SpreadStructure:Buy $150 Call @ $2.68 + Sell $155 Call @ $1.69 (Jul 25 expiry)Net Debit: $0.99 per spread$AMD Vertical 250725 150.0C/155.0C$Source: Tiger Trade AppAnalysts See More Upside for AMDOn Monday (June 23), Melius analysts reportedly said AMD stock “has a lot more to go” as the company’s position in the artificial intelligence industry grows. The broker raised its price target to $175 from $110. Investment firm CFRA also upgraded the Dr. Lisa Su-led company, citing upcoming products and sales.“First, we see AMD closing the competitive gap to NVIDIA in 2026 as it launches the MI400x and prepares to shift to rack-scale solutions, with the ZT deal complete, offering GPU sales upside. We see an expanding customer base for AMD's accelerators (e.g., Oracle, OpenAI) while the company is also making progress with its open-source AI software stack (ROCm).”Zino, who raised his rating to Strong Buy from Buy and upped his price target to $165 from $125, added that the GPU server market is expected to see a sharp recovery, starting in the fourth-quarter, which should benefit AMD.","news_type":1,"symbols_score_info":{"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":449834972488320,"gmtCreate":1750849426044,"gmtModify":1750859044325,"author":{"id":"4094617827219850","authorId":"4094617827219850","name":"Peterquay","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094617827219850","idStr":"4094617827219850"},"themes":[],"htmlText":"How Nvidia","listText":"How Nvidia","text":"How Nvidia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/449834972488320","repostId":"1143612789","repostType":2,"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
