🔥 AMD’s Moment of Truth: Will the Underdog Go Supernova?-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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🔥 AMD’s Moment of Truth: Will the Underdog Go Supernova?

$Advanced Micro Devices(AMD)$

AMD's next print isn't just another earnings day — it's judgment day for the AI underdog. 🚀

For months, Lisa Su'w team has been whispering: "Just wait till MI300 hits full stride." Now the whispers are about to echo across Wall Street.

Here's how I see it 👇

✅ Scenario 1 – The AI Shockwave:

If hyperscaler demand (from OpenAI, AWS, and MSFT) starts showing in data-center revenue, AMD could rerate overnight. A breakout past $260 with volume puts $300 in play by mid-Q1 2026.

✅ Scenario 2 – Guidance Blues:

If margins lag or MI300 sales remain early-stage, expect a quick retest to the $220–$230 zone before bulls reload.

But let's be real — the macro setup favours upside. The November-December liquidity window, softening yields, and NVDA's $5 T halo all create tailwinds for second-line AI plays.

My radar's flashing: CRCL, RZLV, and ORBS could follow if AI-commerce and crypto-infrastructure sentiment ignite. Remember — the asymmetric money always moves before headlines do. ⚡

AMD doesn't just need to prove itself; it needs to shock the market.

And if it does... this could be the AI runner of 2025-26.

I'm not a financial advisor. Trade wisely, Comrades! ⚔️💹

# AMD Expects Profit to Triple! Are You Missing Out on its AI Story?

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.

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Merle Ted
·11-04
TOP
AMD has a lot more room to run. People forget it was $165 a few years ago, while a lot of these pure AI semis have gone up 2x to 5x in the same period.

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- Isleigh:
  Yes, people used to call it the Advanced Money Destroyer, but now it is the Advanced Money Dispenser
  11-04
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Valerie Archibald
·11-04
TOP
I'll be selling AMD @ $1000, just like Netflix going from $200 to $1300

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- Isleigh:
  Hmm that might just happen by Dec 2026
  11-04
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OYoung
·11-04
TOP
I'm excited to see how this unfolds! AMD could really surprise everyone if that demand materializes.
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- Isleigh:
  I see the current dip as a buying opportunity
  11-05
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VivianChua
·11-05
Nice 💚💚💚
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- Isleigh:
  Time to load with the current dip
  11-05
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Are You Missing Out on its AI Story?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":745b9a97722f4b8f9ce558fce0241c38}&rnconfig={\"headerBarHidden\": true}","description":"AMD is rallying in pre-market trading. At AMD’s Analyst Day, the CEO shared an optimistic outlook for the AI market and expects AMD’s sales to accelerate over the next five years.\nShe also revealed AMD’s financial targets for the next three to five years. AMD aims to capture a “double-digit” market share in the data center AI chip market, with annual revenue from data center chips expected to reach $100 billion within five years.\nWith its rapid AI push and expanding data center business, is AMD catching up with Nvidia?\nCan the stock hit $300 in 2025?","image":"https://community-static.tradeup.com/news/6ecab5ac6e18e51f8d68244a4c067795"}],"images":[{"img":"https://community-static.tradeup.com/news/b60bcfc5a2a591cd6247679bf93f84ce","width":"1024","height":"1536"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/b60bcfc5a2a591cd6247679bf93f84ce","width":"1024","height":"1536"}],"title":"🔥 AMD’s Moment of Truth: Will the Underdog Go Supernova?","html":"<html><head></head><body><p><a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;</p>\n<p>AMD's next print isn't just another earnings day — it's judgment day for the AI underdog. 🚀</p>\n<p>For months, Lisa Su'w team has been whispering: \"Just wait till MI300 hits full stride.\" Now the whispers are about to echo across Wall Street.</p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://community-static.tradeup.com/news/b60bcfc5a2a591cd6247679bf93f84ce\" tg-width=\"1024\" tg-height=\"1536\"><span></span></p>\n<p>Here's how I see it 👇</p>\n<p>✅ Scenario 1 – The AI Shockwave:</p>\n<p>If hyperscaler demand (from OpenAI, AWS, and MSFT) starts showing in data-center revenue, AMD could rerate overnight. A breakout past $260 with volume puts $300 in play by mid-Q1 2026.</p>\n<p>✅ Scenario 2 – Guidance Blues:</p>\n<p>If margins lag or MI300 sales remain early-stage, expect a quick retest to the $220–$230 zone before bulls reload.</p>\n<p>But let's be real — the macro setup favours upside. The November-December liquidity window, softening yields, and NVDA's $5 T halo all create tailwinds for second-line AI plays.</p>\n<p>My radar's flashing: CRCL, RZLV, and ORBS could follow if AI-commerce and crypto-infrastructure sentiment ignite. Remember — the asymmetric money always moves before headlines do. ⚡</p>\n<p>AMD doesn't just need to prove itself; it needs to shock the market.</p>\n<p>And if it does... this could be the AI runner of 2025-26.</p>\n<p>I'm not a financial advisor. Trade wisely, Comrades! ⚔️💹</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;</p>\n<p>AMD's next print isn't just another earnings day — it's judgment day for the AI underdog. 🚀</p>\n<p>For months, Lisa Su'w team has been whispering: \"Just wait till MI300 hits full stride.\" Now the whispers are about to echo across Wall Street.</p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://community-static.tradeup.com/news/b60bcfc5a2a591cd6247679bf93f84ce\" tg-width=\"1024\" tg-height=\"1536\"><span></span></p>\n<p>Here's how I see it 👇</p>\n<p>✅ Scenario 1 – The AI Shockwave:</p>\n<p>If hyperscaler demand (from OpenAI, AWS, and MSFT) starts showing in data-center revenue, AMD could rerate overnight. A breakout past $260 with volume puts $300 in play by mid-Q1 2026.</p>\n<p>✅ Scenario 2 – Guidance Blues:</p>\n<p>If margins lag or MI300 sales remain early-stage, expect a quick retest to the $220–$230 zone before bulls reload.</p>\n<p>But let's be real — the macro setup favours upside. The November-December liquidity window, softening yields, and NVDA's $5 T halo all create tailwinds for second-line AI plays.</p>\n<p>My radar's flashing: CRCL, RZLV, and ORBS could follow if AI-commerce and crypto-infrastructure sentiment ignite. Remember — the asymmetric money always moves before headlines do. ⚡</p>\n<p>AMD doesn't just need to prove itself; it needs to shock the market.</p>\n<p>And if it does... this could be the AI runner of 2025-26.</p>\n<p>I'm not a financial advisor. Trade wisely, Comrades! ⚔️💹</p></body></html>","text":"$Advanced Micro Devices(AMD)$ AMD's next print isn't just another earnings day — it's judgment day for the AI underdog. 🚀 For months, Lisa Su'w team has been whispering: \"Just wait till MI300 hits full stride.\" Now the whispers are about to echo across Wall Street. Here's how I see it 👇 ✅ Scenario 1 – The AI Shockwave: If hyperscaler demand (from OpenAI, AWS, and MSFT) starts showing in data-center revenue, AMD could rerate overnight. A breakout past $260 with volume puts $300 in play by mid-Q1 2026. ✅ Scenario 2 – Guidance Blues: If margins lag or MI300 sales remain early-stage, expect a quick retest to the $220–$230 zone before bulls reload. But let's be real — the macro setup favours upside. The November-December liquidity window, softening yields, and NVDA's $5 T halo all create tailwinds for second-line AI plays. My radar's flashing: CRCL, RZLV, and ORBS could follow if AI-commerce and crypto-infrastructure sentiment ignite. Remember — the asymmetric money always moves before headlines do. ⚡ AMD doesn't just need to prove itself; it needs to shock the market. And if it does... this could be the AI runner of 2025-26. I'm not a financial advisor. Trade wisely, Comrades! ⚔️💹","highlighted":1,"essential":1,"paper":2,"likeSize":10,"commentSize":8,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/496425653579872","repostId":0,"isVote":1,"tweetType":1,"viewCount":1357,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["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":998,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":496523275072264,"commentId":"496523275072264","gmtCreate":1762240922147,"gmtModify":1762240926894,"authorId":10000000000010990,"author":{"id":10000000000010990,"idStr":"10000000000010990","authorId":10000000000010990,"name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":496425653579872,"objectIdStr":"496425653579872","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"AMD has a lot more room to run. People forget it was $165 a few years ago, while a lot of these pure AI semis have gone up 2x to 5x in the same period.\n<br><br>","text":"AMD has a lot more room to run. People forget it was $165 a few years ago, while a lot of these pure AI semis have gone up 2x to 5x in the same period.\n<br><br>","html":"AMD has a lot more room to run. People forget it was $165 a few years ago, while a lot of these pure AI semis have gone up 2x to 5x in the same period.\n<br><br>","likeSize":1,"commentSize":1,"subComments":[{"id":496564377530560,"commentId":"496564377530560","gmtCreate":1762254058505,"gmtModify":1762254063169,"authorId":4147681045299222,"author":{"id":4147681045299222,"idStr":"4147681045299222","authorId":4147681045299222,"name":"Isleigh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches 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to call it the Advanced Money Destroyer, but now it is the Advanced Money Dispenser","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":496523213754696,"commentId":"496523213754696","gmtCreate":1762241066638,"gmtModify":1762241071348,"authorId":10000000000010988,"author":{"id":10000000000010988,"idStr":"10000000000010989","authorId":10000000000010988,"name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":496425653579872,"objectIdStr":"496425653579872","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I'll be selling AMD @ $1000, just like Netflix going from $200 to $1300\n<br><br>","text":"I'll be selling AMD @ $1000, just like Netflix going from $200 to $1300\n<br><br>","html":"I'll be selling AMD @ $1000, just like Netflix going from $200 to $1300\n<br><br>","likeSize":1,"commentSize":1,"subComments":[{"id":496564905632416,"commentId":"496564905632416","gmtCreate":1762254089740,"gmtModify":1762254094507,"authorId":4147681045299222,"author":{"id":4147681045299222,"idStr":"4147681045299222","authorId":4147681045299222,"name":"Isleigh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.11","exceedPercentage":"93.80%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/6444b4970948c1077534c593eccd6d16","crmLevel":12,"crmLevelSwitch":1,"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 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2026","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":496434925151168,"commentId":"496434925151168","gmtCreate":1762222451660,"gmtModify":1762275264468,"authorId":3479274783097893,"author":{"id":3479274783097893,"idStr":"3479274783097893","authorId":3479274783097893,"name":"OYoung","avatar":"https://static.laohu8.com/picture120","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":496425653579872,"objectIdStr":"496425653579872","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I'm excited to see how this unfolds! AMD could really surprise everyone if that demand materializes.","text":"I'm excited to see how this unfolds! AMD could really surprise everyone if that demand materializes.","html":"I'm excited to see how this unfolds! AMD could really surprise everyone if that demand materializes.","likeSize":1,"commentSize":1,"subComments":[{"id":496914975412824,"commentId":"496914975412824","gmtCreate":1762339555785,"gmtModify":1762339560404,"authorId":4147681045299222,"author":{"id":4147681045299222,"idStr":"4147681045299222","authorId":4147681045299222,"name":"Isleigh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.11","exceedPercentage":"93.80%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/6444b4970948c1077534c593eccd6d16","crmLevel":12,"crmLevelSwitch":1,"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 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opportunity","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":496654826812120,"commentId":"496654826812120","gmtCreate":1762276159990,"gmtModify":1762276164823,"authorId":3580011914778910,"author":{"id":3580011914778910,"idStr":"3580011914778910","authorId":3580011914778910,"name":"VivianChua","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a 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