AMD’s growth map and fundamentals highlight strong momentum driven by innovation in AI, data center, and client computing markets, supported by strategic acquisitions. Growth Map: AMD’s Q3 2025 revenue hit a record $9.2 billion, up 36% YoY, exceeding expectations. Strong sequential growth is expected in Q4 2025, with guidance around $9.6 billion driven by AI data center GPUs (MI350 series) and Ryzen client processors. The company foresees its AI data center business scaling to tens of billions in annual revenue by 2027 as adoption expands among hyperscalers, sovereign AI programs, and cloud providers. Key product launches on the horizon include the MI400 GPU family and next-generation EPYC server CPUs. AMD also emphasizes broadening its AI software ecosystem with ROCm 7 and partnerships with OpenAI and others. Business Model: AMD designs and sells high-performance microprocessors (CPUs), graphics processing units (GPUs), and adaptive computing chips, often licensing IP to OEMs and cloud providers. Key revenue drivers are client (PCs and gaming consoles), enterprise/data center (servers, AI accelerators), and embedded markets. The company leverages R&D for cutting-edge chips optimized for AI, cloud, gaming, and edge applications. AMD works closely with partners and customers to integrate hardware and software solutions (e.g., AI ecosystems, accelerated computing). Recent Acquisitions to Fuel Growth: Xilinx (2022, $49 billion): Expanded AMD’s portfolio into FPGAs, adaptive computing for telecom, automotive, cloud data centers, and industrial use cases. Post-acquisition, AMD integrated Xilinx’s AI engine technology into its Ryzen AI and planned EPYC CPU lines. Other smaller acquisitions include teams and tech from ZT Systems, Brium, Lamini, which bolster AI hardware and software capabilities. AMD's MI300X and M1450X GPUs are considered better than NVIDIA's H100 in several key areas, especially for AI workloads: Why MI300X and M1450X are Better: Memory Bandwidth and Capacity: The MI300X offers about 60% more memory bandwidth (5.3 TB/s) and more than double the memory capacity (192 GB HBM3) compared to NVIDIA’s H100 (80 GB HBM2e with 3.35 TB/s bandwidth). This higher bandwidth and capacity enable better handling of large AI models and data sets. Compute Performance: MI300X achieves peak FP16 performance of approximately 1.31 petaflops, outperforming H100's 0.99 petaflops. Benchmarks show the MI300X can deliver up to 5x faster instruction throughput and consistently 40%-60% better performance on AI inference latency with large models like LLaMA2-70B. Caching Architecture: AMD's CDNA 3 architecture in MI300X includes a massive Infinity Cache (256MB L3 cache), providing 3.5x greater bandwidth in L2 caching and 1.6x in L1 compared to H100. This improves efficiency in data access during computations. Scalability and Multi-GPU Performance: Early tests indicate the MI300X scales better in multi-GPU deployments, offering up to 60% higher peak system output throughput over NVIDIA setups. Software Ecosystem Growth: AMD’s ROCm software platform and AI optimization tools are rapidly maturing, improving real-world application performance for MI300X series GPUs. Caveats: NVIDIA's H100 has lower memory latency (57% less), which can benefit some workloads. H100 maintains advantages in some specific tensor operations and smaller batch sizes. NVIDIA’s ecosystem and software optimizations (including updates) remain strong competitive factors. Summary AMD's MI300X and M1450X excel over NVIDIA H100 mainly due to higher memory bandwidth and capacity, superior caching, and stronger compute throughput in large AI workload benchmarks. This makes them highly competitive leaders in AI data center GPUs, especially for large model Strategic acquisitions like Xilinx broaden product offerings and accelerate AI ecosystem development, positioning AMD as a major AI and adaptive computing player. #AMD #STOCKS

I think it's time to sell Time to run I am not interesting to buy now Good luck 4all

"My learning hypothesis: I'm monitoring AMD for a potential move toward the 218 area. This is for my own education and not a recommendation."

Advanced Micro Devices (AMD) recently achieved an all-time high within an impulsive sequence that remains incomplete. The rally from the April 2025 low has thus far unfolded in only three waves. This implies that further upside potential is likely. In the near term, the cycle originating from the October 11 low continues to progress in the form of a diagonal structure. From the October 11 pivot, wave 1 concluded at $242.88, followed by a corrective wave 2 that ended at $224.85, as illustrated in the accompanying 30-minute chart. The stock subsequently advanced in wave 3, which subdivided into a clear impulsive pattern. Within this leg, wave ((i)) peaked at $232.30, and wave ((ii)) retraced to $227.25. Wave ((iii)) extended to $264.58, followed by a modest pullback in wave ((iv)) to $257. The final thrust in wave ((v)) reached $272, thereby completing wave 3 of a higher degree. Wave 4 unfolded as a double three Elliott Wave structure. From the wave 3 peak, wave ((w)) declined to $252.31, wave ((x)) rebounded to $262.13, and wave ((y)) completed the correction at $235.50. Provided the $224.85 pivot remains intact, the stock is expected to resume its ascent in wave 5. The projected target for wave 5 lies between $280.50 and $294.40, corresponding to the 123.6%–161.8% inverse retracement of wave 4.

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Advanced Micro Devices NASDAQ:AMD remains a key name in the ongoing AI and semiconductor rally. Just ahead of earnings, AMD announced a $1B partnership with the U.S. Department of Energy (DOE) (Oct. 27), a major validation of its role in high-performance computing. This bullish development set the stage for strong momentum into the earnings release. 🚀 Earnings Recap: AMD delivered a solid Q3 report with 36% YoY revenue growth, margin expansion, and upbeat guidance. The Client and Data Center segments led the charge, while Embedded was softer. With macro support for semiconductors and increasing AI investment, market sentiment remains bullish. 🔧 Trade Plan: Entry: $224 Take Profit 1: $248 Take Profit 2: $267 Stop Loss: $211

👺Amd ( NASDAQ:AMD ) is reversing right now: 🔎Analysis summary: Over the course of the past couple of months, we witnessed a very expected rally on Amd of about +250%. But right now, Amd is retesting a major resistance trendline. If we actually see bearish confirmation in the near future, the next bearmarket will start quite soon. 📝Levels to watch: $250 SwingTraderPhil SwingTrading.Simplified. | Investing.Simplified. | #LONGTERMVISION

AMD just posted a double beat and reporting a record amount of revenue. crossing the $9billion mark. The company expects revenue of about $9.6 billion for the next quarter, plus or minus $300 million, compared with analysts' average estimate of $9.15 billion. AMD last month said it would supply AI chips to OpenAI in a multi-year deal that would bring in tens of billions of dollars in annual revenue and give the startup the option to buy up to roughly 10% of the chipmaker. The deal covers the deployment of hundreds of thousands of AMD's graphics processing units (GPUs), roughly equivalent to the energy needs of 5 million U.S. households, or about thrice the amount of power produced by the Hoover Dam. The stock still seems a bit expensive for my liking but a good solid report.

AMD Shares Rise Above $250 Ahead of Earnings Report Today, 4 November, after the close of the main trading session, Advanced Micro Devices (AMD) is set to release its quarterly earnings report and outline its plans for the near future. Market participants remain optimistic, as several key bullish developments last month strengthened confidence in AMD’s role in the AI infrastructure race: → AMD shares surged in early October following news of a multibillion-dollar deal with OpenAI. → Oracle Cloud chose AMD’s graphics processing units (GPUs) for its new AI supercomputers. → IBM announced a breakthrough in quantum computing made possible through the use of AMD chips. Buoyed by this wave of positive news and high expectations, AMD’s share price climbed above the psychological $250 mark (+61% since early October), reaching a record high. Technical Analysis of AMD Stock Price analysis shows that since April, the market has been forming a broad upward channel (shown in blue): → Strong news led to the correction phase (shown in red) being replaced by a resumption of the bullish trend in an aggressive manner; → Today, AMD’s price is testing the upper boundary of the channel. The thickened S/R lines indicate that the angle of ascent is becoming steeper. Much now depends on today’s earnings release. Traders are awaiting confirmation from CEO Lisa Su regarding the company’s revenue forecasts tied to new deals amid the ongoing AI boom. If bold expectations fail to materialise, a pullback could follow: → towards the lower thickened support line; → or deeper, towards the median line of the upward channel. Alternatively, we may see the bulls attempt to break above the upper boundary and extend the blue channel higher. This article represents the opinion of the Companies operating under the FXOpen brand only. It is not to be construed as an offer, solicitation, or recommendation with respect to products and services provided by the Companies operating under the FXOpen brand, nor is it to be considered financial advice.

Chip giant Advanced Micro Devices NASDAQ:AMD , which reports earnings this week, has been on a tear of late – rising more than 100% year to date and making large deal after large deal with the likes of artificial-intelligence giant OpenAI. Let's see what AMD's chart and fundamental analysis show us. Advanced Micro Devices' Fundamental Analysis AMD plans to report Q3 earnings after the closing bell on Tuesday, with the Street currently looking for $1.17 adjusted earnings per share on about $8.8 billion of revenue. That would represent a 27.1% gain year over year from the $0.92 in adjusted EPS that AMD reported in Q3 2024, along with about 28.3% annual growth in revenue from $6.8 billion in the same period last year. In fact, 23 of the 37 sell-side analysts that I know of that cover AMD have revised their earnings estimates higher since the quarter began vs. just 12 who've lowered their forecasts. (Two have left their numbers unchanged.) Advanced Micro Devices' Technical Analysis Here's AMD's chart going back some 16 months and running through Tuesday afternoon: Readers will first note a large "inverted-head-and-shoulders" pattern of bullish reversal that stretches back more than a year. Marked with a red jagged line and three red boxes, this pattern bears a $189 pivot vs. the low $160s AMD traded at as recently as early October. Since then, the stock has broken out and run up some 55%, hitting a $267.08 all-time intraday high just last Wednesday. However, that run-up has left an unfilled gap in its wake that would require a print at $164.67 or lower to fill. What do we know about unfilled gaps? Simple -- they don't have to fill it, but they often do. So, what might an investor do here? Well, AMD is currently trading at what some might see as almost obscene premiums to all of its key moving averages. The stock is well above its 21-day Exponential Moving Average (marked with a green line above), 50-day Simple Moving Average (the blue line) and 200-day Simple Moving Average (the red line). That said, AMD's Relative Strength Index (the gray line at the chart's top) is just north of what many would see as technically overbought territory. Still, the RSI also shows that AMD has been overbought for the better part of a month. Nonetheless, the stock's daily Moving Average Convergence Divergence indicator (or "MACD," denoted by the black and gold lines and blue bars at the chart's bottom), is still sending bullish signals. The histogram of AMD's 9-day Exponential Moving Average (or "EMA," marked with blue bars) appears to have cooled recently, but remains in positive territory. Similarly, the stock's 12-day EMA (the black line) and 26-day EMA (the gold line) remain well into positive territory, with the 12-day line above the 26-day one. Now, the gold line appears to be gaining on the black line (a potentially bearish technical sign), but this is still a short- to medium-term bullish-looking set-up overall. In fact, this is still a bullish-looking chart in general, although the stock's run above the only visible technical pattern appears stretched. An Options Option Options traders who are long AMD might employ what's called a "bear-put spread" in this scenario to help protect their profits without giving up on potential future gains. This involves buying one put while selling another with a lower strike price and the same expiration date. Here's an example: -- Purchase one AMD $255 put with a Nov. 7 expiration date (i.e. after the earnings have come out). This currently costs about $3.65. -- Sell (write) one AMD Nov. 7 $230 put for roughly $0.65. Net Debit: $3 They would spend $3 to create a "safety valve" at $255 at expiration should AMD sell off after earnings. However, the trader has also sold a $230 put to reduce the net debit. If the stock falls that far, he or she will also extract a net $22 in capital from the equity trade. They might also decide to add a covered-call sale to the mix, which would pay for nearly the entire spread if the person is willing to take profits at the call's strike price should AMD run higher after earnings. Example: -- Sell one Nov. 7 AMD call with a $270 strike price for about $2.80. Net Debit: $0.20 (Moomoo Technologies Inc. Markets Commentator Stephen "Sarge" Guilfoyle was long AMD at the time of writing this column.) This article discusses technical analysis, other approaches, including fundamental analysis, may offer very different views. The examples provided are for illustrative purposes only and are not intended to be reflective of the results you can expect to achieve. Specific security charts used are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Past investment performance does not indicate or guarantee future success. Returns will vary, and all investments carry risks, including loss of principal. This content is also not a research report and is not intended to serve as the basis for any investment decision. The information contained in this article does not purport to be a complete description of the securities, markets, or developments referred to in this material. Moomoo and its affiliates make no representation or warranty as to the article's adequacy, completeness, accuracy or timeliness for any particular purpose of the above content. Furthermore, there is no guarantee that any statements, estimates, price targets, opinions or forecasts provided herein will prove to be correct. Options trading is risky and not appropriate for everyone. 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