$Advanced Micro Devices(AMD)$ Goldman Sachs upgraded AMD to a Buy rating and nearly doubled its price target from $240 to $450. The investment bank was impressed by the tailwinds for the server CPU business around agentic AI. According to analyst James Schneider, AMD is staring at tremendous opportunities as agentic AI proliferates across enterprise and consumer workloads.
$Advanced Micro Devices(AMD)$ Lisa Su mentioned growth of at least 35%. They have inference and the best CPU, plus they can combine GPU, CPU, and APUs. Why the worry?
$Advanced Micro Devices(AMD)$ Real bad news for AMD holders! Based on recent market data, the max pain price (May 15 expiry) is $280.00. As we know, the rapid gamma squeeze was over previously. Now what? Another one? Absolutely not! Then what will market makers do next? Are they going to do nothing to prevent their huge losses? Absolutely not! They will violently unwind hedges with their more than enough accumulated shares to cause the price to drift slowly with maximized gain toward the max pain price of $280, where most options expire worthless. Meanwhile, this is also a natural gravitational pull toward the max pain (to buyers). Here is the price target:
$NVIDIA(NVDA)$ Nvidia's contract with Corning is driving this growth. The company has an unparalleled product line, and competition will only inspire Jensen further.
$Advanced Micro Devices(AMD)$ What happened to those who claimed AMD was overpriced at $236 a share. I bought 3100 shares in 2014 at an average cost of $2.66 and held on through the ups and downs. Currently, my $8200 investment is up over 15000%. My heirs get the shares at the stepped-up cost basis. No dividends means I haven't paid taxes on the gains. AMD is like a tax-deferred retirement plan where the money compounds tax-free.