To The Moon

AMD’s Analyst Day this year felt less like a routine corporate update and more like a preview of a company preparing to level up. The company laid out an outlook that was bold, ambitious, and clearly shaped by the explosive rise of AI. What caught my attention was how confidently AMD talked about the next five years. The company laid out a roadmap filled with big numbers, ambitious targets, and a sense of momentum that’s hard to ignore. What struck me most is how far AMD has come from the way I used to think about it. I’ve never bought AMD stock before, not out of doubt, just because I never felt I understood the company well enough. But this time, I found myself genuinely curious. AMD isn’t simply a chip company anymore. It designs high-performance CPUs like Ryzen and EPYC, powerful GPUs,

$Advanced Micro Devices(AMD)$ 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

$Advanced Micro Devices(AMD)$  sell a Put when the premium is right . 

$Advanced Micro Devices(AMD)$  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

$Advanced Micro Devices(AMD)$ so pretty much on a daily basis we get bull and bear stories on AI related stocks. But what is the reality? Well my reality is not based on market commentators or analysts opinions. Because they are not accountable. Often sadly their articles are based solely on click bait. When the ceo of a company comes out and says something, like they expect profits to triple, well I trust that. Why? Because they CAN be held accountable if they intentionally mislead.  In the investment game, knowledge based on fact over opinions rules. I'm betting on AI and space being the next best thing since sliced bread was invented. Space remains the final frontier. And Ai looks like the new Industrial Revolution. But are both over hyped

$Advanced Micro Devices(AMD)$   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

$Advanced Micro Devices(AMD)$  Comparing AMD to NVIDIA requires nuance, and loads of it, as NVIDIA still dominates the AI chip market with a robust ecosystem and much higher profitability, despite facing increasing competition.  As of Nov 2025, AMD is narrowing the gap with Nvidia in AI hardware performance but remains a distant second in market share due to Nvidia's established ecosystem dominance. Analyst price targets for AMD in 2025 are mostly around or under $300, reflecting optimism with potential caution. Whether AMD will touch $300 in 2025 is uncertain I would think. But it is a matter of a day's sudden spike and boom, we would be seeing it at 300. And the corollary is equally possible too. All depends on market moods. S

$Advanced Micro Devices(AMD)$   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’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

$Advanced Micro Devices(AMD)$ 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

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

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

$Advanced Micro Devices(AMD)$   Of course bullish. 300 is possible just like earlier in the year, we said 200 was possible for $Palantir Technologies Inc.(PLTR)$   AMD's growth is going to boom. Every segment's revenue growth is rising. People are giving AMD a higher forward PE due to it's impending high growth.  AMD has become a cheaper alternative to NVDA now. The competition is real. The more expensive NVDA's chips are, the better for AMD. HOLD TIGHT TO THIS STOCK FOR THE NEXT 5 YEARS. 

$Advanced Micro Devices(AMD)$  AMD is unquestionably narrowing the performance gap – but it is not yet catching up in the strict economic sense, because Nvidia still owns the entire “stack premium” (CUDA software ecosystem, developer mindshare, and the early network effects) that buyers treat as strategic, not merely technical. Competitive positioning AMD has proven that it can compete at the silicon level. MI300 is finally gaining real traction, and hyperscalers are now buying AMD – not to diversify for fun, but because they must, to avoid vendor lock-in into Nvidia and to lower cost per token / cost per watt. However: Nvidia still controls the software meta-layer (CUDA, TensorRT, cuDNN) Nvidia still has the best vertical integration to cash

$Advanced Micro Devices(AMD)$   Honestly, I think AMD is still one of the most exciting stocks heading into 2025. Here’s why 👇 First, the AI wave is just getting started — and AMD is positioning itself really well to ride it. Their MI300 chips are finally getting traction in data centers, and a lot of big players are starting to include AMD in their AI infrastructure plans. We’re literally at the beginning of what could be a decade-long AI buildout, and AMD’s tech is finally proving it can compete head-to-head with Nvidia. Second, the company’s product lineup looks strong across the board. They’ve executed well the past few years — from CPUs to GPUs — and now they’re doubling down on AI accelerators. Lisa Su and

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Intel(INTC)$ 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

I'm quite optimistic about AMD heading into its Analyst Day on November 11. The company's Q3 performance was already a solid indication that its AI and data center strategies are paying off — $9.25B in revenue and 36% YoY growth show that AMD is steadily capturing share in high-demand segments. The adjusted EPS of $1.20 beating estimates further proves management's execution strength even in a competitive environment dominated by Nvidia. What I'm most eager to hear on Analyst Day is how AMD plans to expand its AI ecosystem and accelerate adoption of its MI300 series chips. The reported plan to raise its AI total addressable market forecast from $500B in 2028 to over $1T by 2030 is huge — it signals confidence not just in hardware, but also in AI software optimization and customer partnersh

$Advanced Micro Devices(AMD)$   Time would tell.

$Advanced Micro Devices(AMD)$ Advanced Micro Devices (NASDAQ: AMD) delivered what initially looked like a strong third-quarter report — a classic “beat” on both revenue and earnings. Yet the stock’s reaction told a different story. Shares fell nearly 5% in after-hours trading as the market parsed through cautious forward guidance and weaker-than-expected data center results. It’s a familiar story for high-growth tech names in 2025: even when they deliver headline beats, investors demand more. Expectations around artificial intelligence (AI) infrastructure, server accelerators, and data center market share have risen so dramatically that even robust performance can disappoint when future guidance doesn’t reflect “Nvidia-level” ambition. The question

$Advanced Micro Devices(AMD)$  yes sell the news 

$Advanced Micro Devices(AMD)$ 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

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

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

$Advanced Micro Devices(AMD)$  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

AMD’s Analyst Day this year felt less like a routine corporate update and more like a preview of a company preparing to level up. The company laid out an outlook that was bold, ambitious, and clearly shaped by the explosive rise of AI. What caught my attention was how confidently AMD talked about the next five years. The company laid out a roadmap filled with big numbers, ambitious targets, and a sense of momentum that’s hard to ignore. What struck me most is how far AMD has come from the way I used to think about it. I’ve never bought AMD stock before, not out of doubt, just because I never felt I understood the company well enough. But this time, I found myself genuinely curious. AMD isn’t simply a chip company anymore. It designs high-performance CPUs like Ryzen and EPYC, powerful GPUs,

$Advanced Micro Devices(AMD)$   🔴⚡ 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

$Advanced Micro Devices(AMD)$ 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

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Intel(INTC)$ 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

$Advanced Micro Devices(AMD)$   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

$Advanced Micro Devices(AMD)$ 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

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

I'm quite optimistic about AMD heading into its Analyst Day on November 11. The company's Q3 performance was already a solid indication that its AI and data center strategies are paying off — $9.25B in revenue and 36% YoY growth show that AMD is steadily capturing share in high-demand segments. The adjusted EPS of $1.20 beating estimates further proves management's execution strength even in a competitive environment dominated by Nvidia. What I'm most eager to hear on Analyst Day is how AMD plans to expand its AI ecosystem and accelerate adoption of its MI300 series chips. The reported plan to raise its AI total addressable market forecast from $500B in 2028 to over $1T by 2030 is huge — it signals confidence not just in hardware, but also in AI software optimization and customer partnersh

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

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

$Advanced Micro Devices(AMD)$ Advanced Micro Devices (NASDAQ: AMD) delivered what initially looked like a strong third-quarter report — a classic “beat” on both revenue and earnings. Yet the stock’s reaction told a different story. Shares fell nearly 5% in after-hours trading as the market parsed through cautious forward guidance and weaker-than-expected data center results. It’s a familiar story for high-growth tech names in 2025: even when they deliver headline beats, investors demand more. Expectations around artificial intelligence (AI) infrastructure, server accelerators, and data center market share have risen so dramatically that even robust performance can disappoint when future guidance doesn’t reflect “Nvidia-level” ambition. The question

AMD $Advanced Micro Devices(AMD)$ delivered what can only be described as a phenomenal Q3 2025 earnings report. The chip giant not only met but comfortably exceeded Wall Street's expectations across almost every key metric, posting record revenues and offering robust guidance for Q4. Yet, despite this stellar performance, the stock experienced a notable drop of over 4% in after-hours trading. For many investors, this outcome can be perplexing: how does a company deliver such strong results and see its stock fall? Let's break down the "why" and explore the underlying reasons, as well as what this means for AMD's outlook. The Numbers Don't Lie: A Truly Strong Quarter First, let's acknowledge the strength of AMD's Q3. The company reported: Revenue of

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

$Advanced Micro Devices(AMD)$ so pretty much on a daily basis we get bull and bear stories on AI related stocks. But what is the reality? Well my reality is not based on market commentators or analysts opinions. Because they are not accountable. Often sadly their articles are based solely on click bait. When the ceo of a company comes out and says something, like they expect profits to triple, well I trust that. Why? Because they CAN be held accountable if they intentionally mislead.  In the investment game, knowledge based on fact over opinions rules. I'm betting on AI and space being the next best thing since sliced bread was invented. Space remains the final frontier. And Ai looks like the new Industrial Revolution. But are both over hyped