$AMD| Im raising @AMD PT to $1,200 🫡🫡🫡 This is 12-18 months PT. Not Financial Advice! But @MikeLongTerm was right again! Last year many are calling me delusional and clown for saying $600-$700 was too high for FY2026 Price targets. Most of these bears are very quiet today. High quality is High quality in all cycles! I'll write a full thread for subscribers on this tomorrow. Subscribe if you are interested. Otherwise slap the like and repost. But here are the facts: 1. CPU:GPU Ratio is 1:1 and 3-5:1 or even higher when more agents are running or required. =>7-8m GPUs were sold in 2025, meaning 21-40m more CPUs are needed to balance the ratio 2. Multi-GW new customers are in talk, will be discussed more update at Advancing AI Event in July 22-23 2026, where I discussed this extensively in 2024/2025. So we are talking about 20-25GW early speaking toward 2030 3. Helios Rack ramp on track in H2 2026, margin will expand more in Q4 2026 and higher in 2027 4. Server CPUs demand is so high now that customers are buying EPYC Milan, Genoa, Seina, but leaning more to ship Turin and Venice more. Meaning demand is so high that customers are buying 2022-2023-2024 older chips. 5. AMD is going to get more than 50% CPUs share 6. Current 5th Gen EPYC Turin is already outperform all CPUs and Venice will outperform everyone. 7. "We feel good on our supply relationship (TSMC) and Memory Vendor(Samsung). 8. Significant units of CPUs are shipping. We are priortizing market share and revenue growth. Not Financial Advice!
