$Advanced Micro Devices(AMD)$

$Advanced Micro Devices(AMD)$ The run here isn't over. Earnings put both the fear trade and the overhyped expectations to rest. The market is using this as a chance to rotate, and semis are just catching their breath.

The next quarterly report should finally bring guidance on the full Helios and EPYC ramp. I'm expecting a solid run toward the 600-700 range by end of year, and over 1,000 a share in 2027.

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