AMD: No One Wanted It At $100, Everyone Wants It At $200 🤡
When $AMD was trading around $100 earlier this year, sentiment was dead. Fast forward a few months it’s back above $200, up 130% off the lows, and just printed new 52-week highs. Every dip since April has been bought aggressively, and with a clean breakout through $187, the chart now opens up toward $250 next and potentially $300 into 2026.
Recent Developments
OpenAI Partnership: AMD secured a multi-year AI chip supply agreement with OpenAI to power their upcoming training clusters, positioning Instinct GPUs as a direct alternative to NVIDIA’s lineup. This could be AMD’s most significant enterprise AI win yet.
AI Server Demand: MI325X chips are selling out as cloud and enterprise orders continue to accelerate
TSMC 3nm Capacity: Locked in expanded production for next-gen EPYC and Ryzen AI chips through 2026
Government Expansion: U.S. Department of Energy adding AMD GPUs to national lab AI clusters
Buyback Program: $5B share repurchase plan highlights management’s confidence in long-term growth
AI Infrastructure Leadership
EPYC & Instinct: Winning key hyperscaler and enterprise AI contracts
AI PCs: Ryzen AI chips becoming the standard for on-device inference
Supercomputing: Frontier and El Capitan reinforcing AMD’s leadership in performance compute
Risks
Competition: NVIDIA remains dominant in high-end AI training
Margins: Elevated R&D and wafer costs could pressure near term profitability
Macro: AI spending cycles can drive volatility
My Price Target for AMD is $250 by End of 205, with $300 possible if AI server momentum holds strong.
Not Financial Advice, Just My Opinion!
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