Hyperscalers want a second source of semiconductors to scale AI Inferencing.
AMD is the next game in town.
AMD will gain solid share in the back half of this year and, PARTICULARLY in 2025, as hyperscalers look to take down NVDA's pricing power.
Yes, AMD is up a lot today, but forget that. There is a lot more upside coming.
Below is what forward consensus looks like. Investors will re-rate AMD to a 30x forward PE sooner than one may think.
We think they earn $10 in 2026, WELL ABOVE current consensus:
We are getting long AMD here.
We see $200 in 2-3 weeks.
We see $250 in 3-6 months and $300 in 2025.
STOP LOSS: We are using the 10-day EMA as our STOP for our trading piece and the 50-day SMA as our stop on our long-term tranch.
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Disclosure: We long AMD stock and in-the-money calls. We may change our positioning at a moment’s notice, without notifying you of any such moves.
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