The AI chip market is fiercely competitive, with Nvidia, AMD and others competing - To The Moon

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  ·2025-09-28
  $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ 🔥🚀📈 AMD’s $500B AI TAM Opportunity: Why $159 Today Points to $620 by 2026 📊⚡️💡 Did you know AMD first went public 53 years ago today? When Dr. Lisa Su became CEO in October 2014, the stock traded around $3. Last Friday, AMD closed at $159. Over that decade, AMD has transformed from a PC underdog into an AI infrastructure leader. And with global AI chip demand projected to hit $500B by 2028, I see AMD repricing toward $620 by 2026. 🎯 Structural Growth Drivers in AI and Data Center Q2 2025 delivered a record $7.7B in revenue (+32% YoY), with net income of $872M (54c/share). Free cash flow surged +198%, reinforcing financial flexibility, while cash and investments
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- BarcodeBarcode
  ·2025-09-28
  $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ 🔥🚀📈 AMD’s $500B AI TAM Opportunity: Why $159 Today Points to $620 by 2026 📊⚡️💡 Did you know AMD first went public 53 years ago today? When Dr. Lisa Su became CEO in October 2014, the stock traded around $3. Last Friday, AMD closed at $159. Over that decade, AMD has transformed from a PC underdog into an AI infrastructure leader. And with global AI chip demand projected to hit $500B by 2028, I see AMD repricing toward $620 by 2026. 🎯 Structural Growth Drivers in AI and Data Center Q2 2025 delivered a record $7.7B in revenue (+32% YoY), with net income of $872M (54c/share). Free cash flow surged +198%, reinforcing financial flexibility, while cash and investments
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The competition for AI computing power is fierce, and many technology giants have joined the competition.","image":"https://community-static.tradeup.com/news/1201dcc0482be040348fb8d4f228bb68","type":2,"style":4,"follow":false,"createTime":1758953745859,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":8832c11f01e616c21302cc205187e6b0}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":0,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":["ORCL","NVDA"],"tweetCounts":1,"categoryId":"2929bb7468f5415f853fd96fb35d7c3b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"The AI chip market is fiercely competitive, with Nvidia, AMD and others competing","tweetAmount":1,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"news","newsList":[{"id":365809,"article_id":"2570898618","title":"NVIDIA仍占67% 5年后AMD能抢4%的AI显卡市场","subtitle":"","subtitle_show":0,"pub_time":1758983873000,"source_id":"tencent","language":"zh","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092722395397ad86aa&s=b","is_publish_highlight":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AMD":0.9,"AVGO":0.9,"GFS":1.5,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.5,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6},"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092722395397ad86aa&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true}},{"id":365802,"article_id":"2570746885","title":"关于投资OpenAI、AI泡沫、ASIC的竞争...黄仁勋回答了这一切","subtitle":"","subtitle_show":0,"pub_time":1758951010200,"source_id":"wallstreetcn_hot_news","language":"zh","url":"https://wallstreetcn.com/articles/3756345","is_publish_highlight":1,"symbols_score_info":{"NVDA":1.1},"rights":null},{"id":365801,"article_id":"1153567739","title":"黄仁勋最新访谈：英伟达投资OpenAI不是签署大额订单的前提","subtitle":"","subtitle_show":0,"pub_time":1758943533647,"source_id":"lsy1744688875888","language":"zh","url":"https://mp.weixin.qq.com/s?__biz=MzI1Njk1MDgyMQ==&mid=2247509397&idx=1&sn=9943339323208c88fd206531f4eb5c79&chksm=eb9eec1a270d1c0c4fcb80cf2553ec5cf87cd250034772d25911df5df2735f87e5eb4f2a91aa&scene=0&xtrack=1#rd","is_publish_highlight":1,"symbols_score_info":{"NVDA":1.1},"rights":null}],"isFinancial":true,"allList":[{"id":483193748292128,"gmtCreate":1758997543598,"gmtModify":1759131002287,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 🔥🚀📈 AMD’s $500B AI TAM Opportunity: Why $159 Today Points to $620 by 2026 📊⚡️💡 Did you know AMD first went public 53 years ago today? When Dr. Lisa Su became CEO in October 2014, the stock traded around $3. Last Friday, AMD closed at $159. Over that decade, AMD has transformed from a PC underdog into an AI infrastructure leader. And with global AI chip demand projected to hit $500B by 2028, I see AMD repricing toward $620 by 2026. 🎯 Structural Growth Drivers in AI and Data Center Q2 2025 delivered a record $7.7B in revenue (+32% YoY), with net income of $872M (54c/share). Free cash flow surged +198%, reinforcing financial flexibility, while cash and investments","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 🔥🚀📈 AMD’s $500B AI TAM Opportunity: Why $159 Today Points to $620 by 2026 📊⚡️💡 Did you know AMD first went public 53 years ago today? When Dr. Lisa Su became CEO in October 2014, the stock traded around $3. Last Friday, AMD closed at $159. Over that decade, AMD has transformed from a PC underdog into an AI infrastructure leader. And with global AI chip demand projected to hit $500B by 2028, I see AMD repricing toward $620 by 2026. 🎯 Structural Growth Drivers in AI and Data Center Q2 2025 delivered a record $7.7B in revenue (+32% YoY), with net income of $872M (54c/share). Free cash flow surged +198%, reinforcing financial flexibility, while cash and investments","text":"$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ 🔥🚀📈 AMD’s $500B AI TAM Opportunity: Why $159 Today Points to $620 by 2026 📊⚡️💡 Did you know AMD first went public 53 years ago today? When Dr. Lisa Su became CEO in October 2014, the stock traded around $3. Last Friday, AMD closed at $159. Over that decade, AMD has transformed from a PC underdog into an AI infrastructure leader. And with global AI chip demand projected to hit $500B by 2028, I see AMD repricing toward $620 by 2026. 🎯 Structural Growth Drivers in AI and Data Center Q2 2025 delivered a record $7.7B in revenue (+32% YoY), with net income of $872M (54c/share). Free cash flow surged +198%, reinforcing financial flexibility, while cash and investments","images":[{"img":"https://community-static.tradeup.com/news/daebc3c423469182064db8e4af00d0c8","width":"1641","height":"905"},{"img":"https://community-static.tradeup.com/news/efd8765b97e93164fcca38a84617cd49","width":"2752","height":"1746"},{"img":"https://community-static.tradeup.com/news/13a9905f811b61b1fcfc961df3dc6a54","width":"1473","height":"1842"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":21,"commentSize":21,"repostSize":18,"link":"https://ttm.financial/post/483193748292128","isVote":1,"tweetType":1,"viewCount":2336,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4177356503735472","authorId":"4177356503735472","name":"Tui Jude","avatar":"https://community-static.tradeup.com/news/c07f673d37a33a824f84d9bc27efb2f7","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4177356503735472","idStr":"4177356503735472"},"content":"🔬The $188 fair value versus the $620 projection is fascinating. I like how you framed it with both P/E and EV/EBITDA. It reminds me of when $MSFT looked expensive in 2016 yet had hidden leverage in Azure that redefined the multiple.","text":"🔬The $188 fair value versus the $620 projection is fascinating. I like how you framed it with both P/E and EV/EBITDA. It reminds me of when $MSFT looked expensive in 2016 yet had hidden leverage in Azure that redefined the multiple.","html":"🔬The $188 fair value versus the $620 projection is fascinating. I like how you framed it with both P/E and EV/EBITDA. It reminds me of when $MSFT looked expensive in 2016 yet had hidden leverage in Azure that redefined the multiple."},{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186117467483482","idStr":"4186117467483482"},"content":"📊I’m with you on AMD’s $620 case. The FCF growth you highlighted is what caught my attention, because it’s often overlooked. That balance sheet strength feels like the same foundation that allowed $AAPL to rerate during its services pivot. Love the fact bout AMD first going public 53 years ago today! Unreal that it traded at $3 back then! before my time 🤣📈💹","text":"📊I’m with you on AMD’s $620 case. The FCF growth you highlighted is what caught my attention, because it’s often overlooked. That balance sheet strength feels like the same foundation that allowed $AAPL to rerate during its services pivot. Love the fact bout AMD first going public 53 years ago today! Unreal that it traded at $3 back then! before my time 🤣📈💹","html":"📊I’m with you on AMD’s $620 case. The FCF growth you highlighted is what caught my attention, because it’s often overlooked. That balance sheet strength feels like the same foundation that allowed $AAPL to rerate during its services pivot. Love the fact bout AMD first going public 53 years ago today! Unreal that it traded at $3 back then! before my time 🤣📈💹"}],"imageCount":3,"langContent":"EN","totalScore":0}],"essenList":[{"id":483193748292128,"gmtCreate":1758997543598,"gmtModify":1759131002287,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 🔥🚀📈 AMD’s $500B AI TAM Opportunity: Why $159 Today Points to $620 by 2026 📊⚡️💡 Did you know AMD first went public 53 years ago today? When Dr. Lisa Su became CEO in October 2014, the stock traded around $3. Last Friday, AMD closed at $159. Over that decade, AMD has transformed from a PC underdog into an AI infrastructure leader. And with global AI chip demand projected to hit $500B by 2028, I see AMD repricing toward $620 by 2026. 🎯 Structural Growth Drivers in AI and Data Center Q2 2025 delivered a record $7.7B in revenue (+32% YoY), with net income of $872M (54c/share). Free cash flow surged +198%, reinforcing financial flexibility, while cash and investments","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 🔥🚀📈 AMD’s $500B AI TAM Opportunity: Why $159 Today Points to $620 by 2026 📊⚡️💡 Did you know AMD first went public 53 years ago today? When Dr. Lisa Su became CEO in October 2014, the stock traded around $3. Last Friday, AMD closed at $159. Over that decade, AMD has transformed from a PC underdog into an AI infrastructure leader. And with global AI chip demand projected to hit $500B by 2028, I see AMD repricing toward $620 by 2026. 🎯 Structural Growth Drivers in AI and Data Center Q2 2025 delivered a record $7.7B in revenue (+32% YoY), with net income of $872M (54c/share). Free cash flow surged +198%, reinforcing financial flexibility, while cash and investments","text":"$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ 🔥🚀📈 AMD’s $500B AI TAM Opportunity: Why $159 Today Points to $620 by 2026 📊⚡️💡 Did you know AMD first went public 53 years ago today? When Dr. Lisa Su became CEO in October 2014, the stock traded around $3. Last Friday, AMD closed at $159. Over that decade, AMD has transformed from a PC underdog into an AI infrastructure leader. And with global AI chip demand projected to hit $500B by 2028, I see AMD repricing toward $620 by 2026. 🎯 Structural Growth Drivers in AI and Data Center Q2 2025 delivered a record $7.7B in revenue (+32% YoY), with net income of $872M (54c/share). Free cash flow surged +198%, reinforcing financial flexibility, while cash and investments","images":[{"img":"https://community-static.tradeup.com/news/daebc3c423469182064db8e4af00d0c8","width":"1641","height":"905"},{"img":"https://community-static.tradeup.com/news/efd8765b97e93164fcca38a84617cd49","width":"2752","height":"1746"},{"img":"https://community-static.tradeup.com/news/13a9905f811b61b1fcfc961df3dc6a54","width":"1473","height":"1842"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":21,"commentSize":21,"repostSize":18,"link":"https://ttm.financial/post/483193748292128","isVote":1,"tweetType":1,"viewCount":2336,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4177356503735472","authorId":"4177356503735472","name":"Tui Jude","avatar":"https://community-static.tradeup.com/news/c07f673d37a33a824f84d9bc27efb2f7","crmLevel":11,"crmLevelSwitch":0,"idStr":"4177356503735472","authorIdStr":"4177356503735472"},"content":"🔬The $188 fair value versus the $620 projection is fascinating. I like how you framed it with both P/E and EV/EBITDA. It reminds me of when $MSFT looked expensive in 2016 yet had hidden leverage in Azure that redefined the multiple.","text":"🔬The $188 fair value versus the $620 projection is fascinating. I like how you framed it with both P/E and EV/EBITDA. It reminds me of when $MSFT looked expensive in 2016 yet had hidden leverage in Azure that redefined the multiple.","html":"🔬The $188 fair value versus the $620 projection is fascinating. I like how you framed it with both P/E and EV/EBITDA. It reminds me of when $MSFT looked expensive in 2016 yet had hidden leverage in Azure that redefined the multiple."},{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"idStr":"4186117467483482","authorIdStr":"4186117467483482"},"content":"📊I’m with you on AMD’s $620 case. The FCF growth you highlighted is what caught my attention, because it’s often overlooked. That balance sheet strength feels like the same foundation that allowed $AAPL to rerate during its services pivot. Love the fact bout AMD first going public 53 years ago today! Unreal that it traded at $3 back then! before my time 🤣📈💹","text":"📊I’m with you on AMD’s $620 case. The FCF growth you highlighted is what caught my attention, because it’s often overlooked. That balance sheet strength feels like the same foundation that allowed $AAPL to rerate during its services pivot. Love the fact bout AMD first going public 53 years ago today! Unreal that it traded at $3 back then! before my time 🤣📈💹","html":"📊I’m with you on AMD’s $620 case. The FCF growth you highlighted is what caught my attention, because it’s often overlooked. That balance sheet strength feels like the same foundation that allowed $AAPL to rerate during its services pivot. Love the fact bout AMD first going public 53 years ago today! Unreal that it traded at $3 back then! before my time 🤣📈💹"}],"imageCount":3,"langContent":"EN","totalScore":0}],"allBottom":false,"essenBottom":false}