This is a genuine regime shift-To The Moon - Tiger Brokers Online Investing Community - To The Moon

This is a genuine regime shift story for Advanced Micro Devices, not merely a short squeeze.

Key points: • Q1 revenue +38% YoY and data centre has become the main growth engine, confirming AI is now core, not optional.

• Multi-cloud validation matters most. Amazon Web Services, Microsoft Azure and Google Cloud expanding procurement de-risks concentration risk.

• Next catalyst is execution. If MI300X and follow-on Instinct ramps keep accelerating, institutions will start valuing AMD more like an AI platform leader rather than a cyclical chip name.

My technical roadmap: • $450: first magnet, likely near-term consolidation zone

• $500: major psychological level, profit-taking likely

• $550 to $625: possible 6 to 12 month bull case if guidance keeps surprising higher, cloud capex remains strong, and margins expand

Main risk: Up 37% in two sessions is euphoric. Even strong bull trends often retrace 10% to 15% before the next leg.

My read: momentum remains bullish, but at $421, risk-reward is no longer "cheap upside". It becomes an execution story from here. If AMD keeps delivering, $500 is realistic. If not, sharp pullbacks will come fast.

AMD Hits All-Time High Above $4000! AI Nearly Doubles Profits?

AMD (AMD) extended its rally to a record $421.39, gaining 18.61%, after Q1 results showed AI-driven profit growth nearly doubling and revenue rising 38%, beating across the board. The multi-vendor trend — with AWS, Azure, and GCP expanding AMD GPU procurement — was firmly confirmed, while MI300X datacenter GPU ramp speed is seen as the key variable for continued outperformance next quarter. Institutions are broadly raising price targets. With AMD up over 37% in two sessions, where is the next target after this all-time high?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

11

1

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":561628517855856,"tweetId":"561628517855856","gmtCreate":1778148049452,"gmtModify":1778230912814,"author":{"id":4176423247955812,"idStr":"4176423247955812","authorId":4176423247955812,"authorIdStr":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.17","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.05.08","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","name":"Real Trader","description":"Completed a transaction","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":580,"starInvestorFlag":false},"themes":[{"themeId":"c03d964bec3e4a81b8ca14956b31b851","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"AMD Hits All-Time High Above $4000!  AI Nearly Doubles Profits?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":c03d964bec3e4a81b8ca14956b31b851}&rnconfig={\"headerBarHidden\": true}","description":"AMD (AMD) extended its rally to a record $421.39, gaining 18.61%, after Q1 results showed AI-driven profit growth nearly doubling and revenue rising 38%, beating across the board. The multi-vendor trend — with AWS, Azure, and GCP expanding AMD GPU procurement — was firmly confirmed, while MI300X datacenter GPU ramp speed is seen as the key variable for continued outperformance next quarter. Institutions are broadly raising price targets. With AMD up over 37% in two sessions, where is the next target after this all-time high?","image":"https://community-static.tradeup.com/news/a4f32bd7d776c272858683e57db0ca8e"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>This is a genuine regime shift story for Advanced Micro Devices, not merely a short squeeze.</p>\n<p><br></p>\n<p>Key points: • Q1 revenue +38% YoY and data centre has become the main growth engine, confirming AI is now core, not optional.&nbsp;</p>\n<p>• Multi-cloud validation matters most. Amazon Web Services, Microsoft Azure and Google Cloud expanding procurement de-risks concentration risk.&nbsp;</p>\n<p>• Next catalyst is execution. If MI300X and follow-on Instinct ramps keep accelerating, institutions will start valuing AMD more like an AI platform leader rather than a cyclical chip name.&nbsp;</p>\n<p><br></p>\n<p>My technical roadmap: • $450: first magnet, likely near-term consolidation zone</p>\n<p>• $500: major psychological level, profit-taking likely</p>\n<p>• $550 to $625: possible 6 to 12 month bull case if guidance keeps surprising higher, cloud capex remains strong, and margins expand&nbsp;</p>\n<p><br></p>\n<p>Main risk: Up 37% in two sessions is euphoric. Even strong bull trends often retrace 10% to 15% before the next leg.</p>\n<p><br></p>\n<p>My read: momentum remains bullish, but at $421, risk-reward is no longer \"cheap upside\". It becomes an execution story from here. If AMD keeps delivering, $500 is realistic. If not, sharp pullbacks will come fast.</p></body></html>","htmlText":"<html><head></head><body><p>This is a genuine regime shift story for Advanced Micro Devices, not merely a short squeeze.</p>\n<p><br></p>\n<p>Key points: • Q1 revenue +38% YoY and data centre has become the main growth engine, confirming AI is now core, not optional.&nbsp;</p>\n<p>• Multi-cloud validation matters most. Amazon Web Services, Microsoft Azure and Google Cloud expanding procurement de-risks concentration risk.&nbsp;</p>\n<p>• Next catalyst is execution. If MI300X and follow-on Instinct ramps keep accelerating, institutions will start valuing AMD more like an AI platform leader rather than a cyclical chip name.&nbsp;</p>\n<p><br></p>\n<p>My technical roadmap: • $450: first magnet, likely near-term consolidation zone</p>\n<p>• $500: major psychological level, profit-taking likely</p>\n<p>• $550 to $625: possible 6 to 12 month bull case if guidance keeps surprising higher, cloud capex remains strong, and margins expand&nbsp;</p>\n<p><br></p>\n<p>Main risk: Up 37% in two sessions is euphoric. Even strong bull trends often retrace 10% to 15% before the next leg.</p>\n<p><br></p>\n<p>My read: momentum remains bullish, but at $421, risk-reward is no longer \"cheap upside\". It becomes an execution story from here. If AMD keeps delivering, $500 is realistic. If not, sharp pullbacks will come fast.</p></body></html>","text":"This is a genuine regime shift story for Advanced Micro Devices, not merely a short squeeze. Key points: • Q1 revenue +38% YoY and data centre has become the main growth engine, confirming AI is now core, not optional. • Multi-cloud validation matters most. Amazon Web Services, Microsoft Azure and Google Cloud expanding procurement de-risks concentration risk. • Next catalyst is execution. If MI300X and follow-on Instinct ramps keep accelerating, institutions will start valuing AMD more like an AI platform leader rather than a cyclical chip name. My technical roadmap: • $450: first magnet, likely near-term consolidation zone • $500: major psychological level, profit-taking likely • $550 to $625: possible 6 to 12 month bull case if guidance keeps surprising higher, cloud capex remains strong, and margins expand Main risk: Up 37% in two sessions is euphoric. Even strong bull trends often retrace 10% to 15% before the next leg. My read: momentum remains bullish, but at $421, risk-reward is no longer \"cheap upside\". It becomes an execution story from here. If AMD keeps delivering, $500 is realistic. If not, sharp pullbacks will come fast.","highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/561628517855856","repostId":0,"isVote":1,"tweetType":1,"viewCount":385,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["YMAG","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":968,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/561628517855856"}