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@HyperTechInvest Avatar @HyperTechInvest Daniel Romero

Daniel Romero, an analyst, has raised his price target for AMD to $XXX with a strong buy rating. This is one of several recent upgrades, including those from Barclays, Jefferies, and BofA, which have all expressed optimism about AMD's prospects, particularly following its deal with OpenAI. The deal, which involves AMD supplying OpenAI with X GW of AI accelerators, is seen as a major validation of AMD's technology and a potential source of significant revenue.

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Social Influence

Social category influence stocks #2456 technology brands XXXX% finance #3176 cryptocurrencies #778 countries XXXX% automotive brands XXXX% exchanges XXXX% currencies XXXX% fashion brands XXXX%

Social topic influence ai #4051, $amd #67, $nbis #18, $iren #22, $cifr #5, $wulf #23, nbis #13, $googl #364, $nvda #218, wulf #26

Top accounts mentioned or mentioned by @mktmavpro @bretthayvice @agrippa_inv @hotaisle @clearedgetrades @callah32 @danielisdizzy @stockstormx @anis_stepupone @rolandsberlin @grok @sgrastar @stockseer @goingtobillions @yoyinvestor @lookinshahp @rklbman @rouleurcapital @timcheung1992 @sighkcz

Top assets mentioned Advanced Micro Devices (AMD) Nebius Group N.V. Class A Ordinary Shares (NBIS) IREN Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) TeraWulf Inc. (WULF) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Galaxy Digital Inc. (GLXY) Micron Technology, Inc. (MU) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Ondas Holdings Inc. Common Stock (ONDS) Bitfarms Ltd. (BITF) CoreWeave, Inc. (CRWV) Bitcoin (BTC) AeroVironment, Inc. (AVAV) CLEANSPARK INC (CLSK) Coherent Inc (COHR) Lumentum Holdings Inc. Common Stock (LITE) Rocket Lab USA, Inc. Common Stock (RKLB) Intel Corporation (INTC) Tesla, Inc. (TSLA) Joby Aviation, Inc. (JOBY) Auroracoin (AUR) SoFi Technologies, Inc. Common Stock (SOFI) BITMINE IMMERSION TECH (BMNR) Strategy (MSTR) Robinhood Markets, Inc. (HOOD) RAI Finance (SOFI) Forward Industries (FWDI) Pangolin (PNG) Semler Scientific, Inc. (SMLR) Hut X Mining Corp. (HUT) Amkor Technology Inc (AMKR) Vertiv Holdings Co (VRT) Applied Blockchain, Inc. Common Stock (APLD) Metadium (META) Digital Realty Trust Inc (DLR) Equinix Inc (EQIX) Riot Platforms, Inc. (RIOT) Bitdeer Technologies Group (BTDR)

Top Social Posts

Top posts by engagements in the last XX hours

"4. Automation $OUST Ouster $AUR Aurora Innovation $JOBY Joby Aviation $BACQ Merlin Labs $TSLA Tesla $AMZN Amazon"
X Link 2025-11-16T07:00Z 22.5K followers, 12.7K engagements

"5. Crypto $BMNR Bitmine Immersion Technologies $GLXY Galaxy Digital Holdings $MSTR MicroStrategy $HOOD Robinhood Markets $SOFI SoFi Technologies $FORD Forward Industries"
X Link 2025-11-16T07:00Z 22.5K followers, 10.6K engagements

"I wrote a deep dive on $TE over a month ago I had an $X price target when the stock was at $XXXX Well likely see dilution now If youre invested or interested in $TE and want a X to X year valuation framework you need to read this deep dive"
X Link 2025-12-07T04:24Z 22.5K followers, 23.9K engagements

"X is full of amazing stock ideas Heres a thread with the summarized bull case for X X darlings Lets start X. Kraken Robotics $PNG Battery and sonar systems producer for subsea defense and infrastructure. Already profitable with 30%+ CAGR long-term growth guided. A close supplier to Anduril rapidly expanding its manufacturing footprint with operations across Canada the US and Europe. Trading at just a $1B enterprise value despite strong tailwinds from defense modernization and maritime security"
X Link 2025-10-26T12:32Z 22.5K followers, 117.9K engagements

"$SMLR Semler Scientific has to be the weirdest company in the stock market What do you mean Bitcoin treasury and disease detection"
X Link 2025-11-13T01:23Z 22.5K followers, 3862 engagements

"The US Army has made it clear: they want to buy X million drones and diversify their contractors The winners are obvious defense small caps like $RCAT $ONDS $DRPO $UMAC and $AVAV"
X Link 2025-11-15T10:36Z 22.5K followers, 15.2K engagements

"Best Stocks by Industry to Invest in the Future X. Data Center Operators / Neocloud $IREN Iren $CLSK CleanSpark $NBIS Nebius Group $WULF TeraWulf $AMKR Amkor Technology $HUT Hut X $VRT Vertiv Holdings $CIFR Cipher Mining $BITF Bitfarms $APLD Applied Digital A Thread 🧵"
X Link 2025-11-16T07:00Z 22.5K followers, 222.8K engagements

"In the next XX years: $NBIS will likely become the AWS of AI with a over XXX billion enterprise value $AMD will become a multi-trillion market cap company by satisfying the demand for efficient compute $MU will remain the only US manufacturer of a key component for superintelligence memory reaching a multi-trillion market cap Data center operators will be the most important real estate owners. The future of humanity depends on their infrastructure. That includes $IREN $CIFR $WULF etc"
X Link 2025-11-28T19:05Z 22.5K followers, 222.5K engagements

"$NBIS hasn't disclosed: The exact MWs or GPUs delivered to $MSFT How much they are paying to rent any of their data centers They have not disclosed the terms of a single leasing contract which every other company like $MSFT $IREN $AMZN $CIFR and $WULF does disclose Electricity rates in any of their data centers Which data center the $META deal is tied to and the GPUs or MWs to deliver What GPUs they are buying when they are buying them and at what price And there are probably more details missing Why It makes the job of retail investors very hard. I am sure they share much more information"
X Link 2025-12-01T21:55Z 22.5K followers, 23.1K engagements

"$AMD Lisa Su gives her opinion on $GOOG TPUs at the UBS Conference: "Google has done a good job with the TPU architecture over the years. But it is a more purpose-built design. It lacks the programmability model flexibility and balanced training and inference capabilities that GPUs offer. GPUs combine a highly parallel architecture with high programmability which enables fast innovation. From our perspective there is room for all types of accelerators. However over the next five years GPUs should remain the clear majority of the market because we are still early in the cycle and software"
X Link 2025-12-03T16:52Z 22.5K followers, 366.2K engagements

"$AMD Lisa Su at the UBS Conference: "We are X years into a 10-year supercycle.""
X Link 2025-12-03T17:04Z 22.5K followers, 34.2K engagements

"$AMD Lisa Su says they collaborated for X years with OpenAI before their industry-shaking deal"
X Link 2025-12-03T17:46Z 22.5K followers, 7713 engagements

"3 key financial points from the $NBIS UBS conference: 1.Operating leverage As we scale our ARR by X to 9x in 2026 we dont need to scale our headcount at the same pace. There will be a lot of operating leverage since we started with a strong team of engineers and infrastructure specialists. 2.Vertical integration On the core infrastructure side we actually build our own racks and servers. This gives us a XX% lower total cost of operations. And we also have very strong financial management. 3.Conservative depreciation We take a more conservative view on depreciation. For Hoppers we use a 4-year"
X Link 2025-12-05T01:38Z 22.5K followers, 56.6K engagements

"According to S&P Global data center demand will grow XX percent faster than data center supply Thats insanely bullish for all data center companies Heres a list of names: Large Cap $EQIX Equinix - MC: 72.8B $DLR Digital Realty Trust - MC: 57.3B $CRWV CoreWeave - MC: 44.0B $NBIS Nebius Group N.V. - MC: 24.6B $IREN IREN - MC: 12.9B $GLXY Galaxy Digital - MC: 10.0B Mid Cap $FRMI Fermi - MC: 9.3B $APLD Applied Digital - MC: 8.7B $CIFR Cipher Mining - MC: 7.8B $WULF TeraWulf - MC: 6.1B $RIOT Riot Platforms - MC: 5.6B $CORZ Core Scientific - MC: 5.5B $HUT Hut X - MC: 4.6B $MARA Mara Holdings - MC:"
X Link 2025-12-08T18:33Z 22.5K followers, 16.5K engagements

"From the FT article: "building new gas capacity now costs about 2400 dollars per kilowatt up XX percent in four years according to Wood Mackenzie" Energy is rapidly becoming the most precious asset in the AI supercycle $IREN $CIFR $WULF $CLSK $RIOT $DGXX $BTDR $BITF $GLXY"
X Link 2025-12-09T00:51Z 22.5K followers, 8757 engagements

"$TE is a perfect fit for the AI era I recommended this stock over a month ago in my newsletter and it is already up XXX% in my portfolio This company is building a US vertically integrated producer of solar cells and modules Solar remains the fastest growing energy source and combined with batteries it will become Americas clean and cheap energy to power AI needs"
X Link 2025-12-09T19:36Z 22.5K followers, 11.4K engagements

"New article on one of my latest positions I cover the details of this data center project What share price it justifies If I believe it is a good buy opportunity Comparison with $CIFR $WULF $IREN and $NBIS projects"
X Link 2025-12-10T00:12Z 22.5K followers, 11.4K engagements

"Lets find some gems together I want to unleash the power of the X community Who can share a stock that: Has a market cap below $10B Hasnt gone up more than XXX% this year Is an AI U.S. manufacturing defense or space play Is growing over XX% YoY Is near EBITDA profitability"
X Link 2025-10-28T13:16Z 22.4K followers, 33.1K engagements

"Stocks on my watchlist: Should I add any others $ONDS Ondas Holdings Provides mission-critical private wireless networks and autonomous drone and counter-drone systems for rail energy and defense customers. $CIFR Cipher Mining Pivoting into hyperscale AI infrastructure with a 10-year XXX MW Fluidstack AI hosting deal backed by Google and a 15-year XXX MW AI data center lease with AWS. $WULF TeraWulf Transitioning into HPC with a 25-year XXX MW Fluidstack AI data center development in Texas backed by Google positioning the company as a long-term AI hosting operator. $KRMN Karman Holdings"
X Link 2025-11-18T21:59Z 22.4K followers, 97.8K engagements

"3 industries to be invested in over the next years: Memory: $MU and 000660(SK Hynix) Optics: $COHR $LITE $AVGO Data center operators: $IREN $NBIS $CIFR $GLXY $BITF $WULF If you want to take advantage of the AI supercycle these are a must as gigawatts of data centers are being deployed and both scale up and scale out architectures are needed for these massive deployments"
X Link 2025-11-26T19:36Z 22.4K followers, 17.1K engagements

"All the Hyperscaler Deals With Data Center Operators X. $NBIS and $MSFT Vineland New Jersey $NBIS is not just selling power and real estate. It is providing baremetal GPU capacity to $MSFT on top of a third-party data center shell. Location: Vineland New Jersey United States Type of deal: Baremetal AI cloud $NBIS provides GPUs and software on a rented data center shell developed and owned by DataOne Deal size (TCV): About XXXX billion dollars at the low end of the disclosed range Power capacity: Around XXX MW of critical IT load Economic term: Main economic window from 2026 to 2030 with"
X Link 2025-11-30T20:20Z 22.4K followers, 13.3K engagements

"SoftBank not owning any $GOOG to diversify away from OpenAI and $NVDA makes no sense to me when you consider how many investments they have"
X Link 2025-12-01T10:56Z 22.4K followers, 7674 engagements

"@_Sgr_A_Star I cant even understand why anyone is liking your comment. Where are you getting the idea that data-center operators offering colocation provide bond-like returns"
X Link 2025-12-07T10:05Z 22.4K followers, XXX engagements

"OpenAI ✅ Oracle ✅ Hyperscaler"
X Link 2025-10-14T15:52Z 22.5K followers, 4248 engagements

"6. Energy $TE T1 Energy $GEV GE Vernova $BW Babcock & Wilcox Enterprises $PSIX Power Solutions International $BE Bloom Energy $SMR NuScale Power $FLNC Fluence Energy $CEG Constellation Energy $HYLN Hyliion Holdings $EOSE Eos Energy Enterprises"
X Link 2025-11-16T07:00Z 22.5K followers, 12.4K engagements

"7. Space $MDA MDA Space $PL Planet Labs $RDW Redwire $LUNR Intuitive Machines $BKSY BlackSky Technology $FLY Firefly Aerospace $RKLB Rocket Lab"
X Link 2025-11-16T07:00Z 22.5K followers, 10.4K engagements

"Whoever wins the AI race itll need tons of energy and compute Thats why these are no-brainer bets Compute $MU Micron: AI cant work without memory and memory is in an extreme shortage. $AMAT Applied Materials: The backbone of semiconductor manufacturing. AMAT provides the tools fabs use to build advanced chips. $AMD Advanced Micro Devices: Full stack cheap compute with high energy efficiency. Pivotal in the AI race. $ASML ASML: The only company with a monopoly in the AI ecosystem. You can't make AI without ASML. $TSM TSMC: Without TSMC wed barely have iPhones let alone AI. Theyre the kings of"
X Link 2025-11-24T20:50Z 22.5K followers, 58.9K engagements

"Has $NBIS disclosed the exact MWs of the $MSFT deal I find it surprising how little information was released in the 6-K and the following filings I still cant find whether the project is XXX MW IT load XXX MW gross or the XXX MW figure shown on DataOnes site Anyone have more details"
X Link 2025-11-29T15:29Z 22.5K followers, 33.3K engagements

"6. Abernathy HPC Joint Venture and Fluidstack $WULF Abernathy is structured as a joint venture where $WULF owns a little more than half the economics. The deal is again focused on hosting with Fluidstack as the tenant and $GOOGL backing the credit. Location: Abernathy HPC campus United States Type of deal: Long dated hosting joint venture colocation and power Deal size (TCV): XXX billion dollars for the joint venture as a whole about XXXX billion dollars attributable to $WULF's 51%economic interest Contract term: Twenty five years of contracted revenue Power capacity: XXX MW of critical IT"
X Link 2025-11-30T20:20Z 22.5K followers, 2512 engagements

"If you found this thread useful: I've calculated the Internal Rate of Return (IRR) as well as the value these deals add to these companies and the share price they support. This work can be accessed through this link:"
X Link 2025-11-30T20:20Z 22.5K followers, 1957 engagements

"One month OpenAI is going to destroy $GOOG The next $GOOG is going to destroy OpenAI Everything has to go either to infinity or to zero Investors can be so emotional and shortsighted"
X Link 2025-12-01T09:57Z 22.5K followers, 4896 engagements

"Lisa Su responded to the question of whether $AMD is going to build ASICs: "From our perspective differentiation comes when we combine our intellectual property with our customers intellectual property and know-how to create outcomes where one plus one is greater than three. We excel at deep customer partnerships and that has been true for more than a decade. In addition to our standard products across CPUs GPUs and FPGAs we have built a strong semi-custom business. I dont view this as an ASIC business. With ASICs you design any chip a customer asks for. That is not where we add the most"
X Link 2025-12-03T16:58Z 22.5K followers, 10.5K engagements

"$AMD Lisa Su believes theres strong growth ahead in CPUs with AI and agentic workloads. Theres more work being done and with things like agent workloads starting theyre spawning more general-purpose CPU needs. Because if you think about it if you have lets call it 1000 agents or 1000 virtual employees they need to operate on some data set. They need to operate on some computing capability. And that requires general-purpose CPUs. So we actually have a view that the CPU market will substantially grow over the next four or five years as we see AI usage really spawn more traditional computing"
X Link 2025-12-04T22:42Z 22.5K followers, 30.9K engagements

"🚨 $NVDA is reportedly delaying the launch of Rubin due to a redesign aimed at better matching $AMD MI450 Things are changing Source: Fubon"
X Link 2025-08-13T08:47Z 22.5K followers, 129.3K engagements

"$AMD down on various news: 🔴 Possible collaboration between $INTC SoftBank and $ARM 🔴 Jeff Pu of Hong Kongs GF Securities downgraded $AMD citing that the company has cut MI355X orders reducing full-year order volume from $7B to $6B 🟠 The U.S. Government announced that NVIDIA and $AMD will now have to apply for licenses to sell in China for each generation 🟠 The U.S. also announced its intention to possibly take a stake in Intel. This could mean money flowing from $NVDA and $AMD through special taxes to support their largest competitor. Bad news"
X Link 2025-08-19T15:18Z 22.5K followers, 27.1K engagements

"Investment bank Raymond James predicts the revenues of the main AI clouds through 2030: $MSTFT Azure: $128B $ORCL Oracle: $121B $CRWV CoreWeave: $38B $GOOD Google: $26B $AMZN AWS: $25B $NBIS Nebius: $12B Total: $350B"
X Link 2025-10-25T12:39Z 22.5K followers, 22.4K engagements

"2. Defense / Drones $RCAT Red Cat Holdings $SKYT SkyWater Technology $UMAC Unusual Machines $TDY Teledyne Technologies $KRKNF Kraken Robotics $KTOS Kratos Defense and Security Solutions $LASR nLIGHT $AVAV AeroVironment $KRMN Karman Holdings $MPTI M-tron Industries $DPRO Draganfly $AMPX Amprius Technologies $ONDS Ondas Holdings"
X Link 2025-11-16T07:00Z 22.5K followers, 14.9K engagements

"3. Applied AI $PLTR Palantir Technologies $TEM Tempus AI $MSFT Microsoft $ZETA Zeta Global Holdings"
X Link 2025-11-16T07:00Z 22.5K followers, 11.7K engagements

"$GOOG will sell TPU capacity $NVDA will sell GPUs $AMD will sell GPUs $INTC will sell CPUs and foundry capacity $TSMC will sell foundry capacity $ASML will sell machines to make chips $MU will sell memory Everyone will be happy Stop thinking in zero-sum games"
X Link 2025-11-30T18:23Z 22.5K followers, 83.8K engagements

"$AMD chief says company ready to pay XX% tax on AI chip shipments to China"
X Link 2025-12-05T22:42Z 22.5K followers, 9189 engagements

"Optics will likely follow memory in the AI supercycle Here are some of the top optics stocks to consider for your portfolio: $COHR Coherent Makes the high-speed lasers and fiber-optic parts that move data between servers in cloud and AI data centers. $LITE Lumentum Supplies optical modules and lasers that big cloud providers use to upgrade their data-center and AI networks to higher-speed connections. $AAOI Applied Optoelectronics Builds fiber-optic modules that plug into servers and switches so hyperscalers can move data quickly inside modern data centers. $FN Fabrinet Contract manufacturer"
X Link 2025-12-06T19:25Z 22.5K followers, 43.5K engagements

"Id say $IREN could realistically add $20b to its market cap with Sweetwater If they secure a X GW deal with a hyperscaler the stock is never returning to double digits again However I believe theyd be better off focusing on colocation not cloud The long-term usefulness of GPUs at this stage is uncertain We cant expect the past to repeat itself AI accelerator development is accelerating and we have new generations every year Id say $IREN would benefit from sticking to their bread and butter which in my view would provide shareholder returns with much less risk"
X Link 2025-12-07T04:31Z 22.5K followers, 22.6K engagements

"If SpaceX ends up going public it'll likely take less than a year to reach a 2-trillion-dollar valuation The hype will be insane Mixed feelings about $RKLB On the one hand its valuation will look tiny On the other it's richly valued and many people invest in it purely because they lack access to SpaceX"
X Link 2025-12-10T15:23Z 22.5K followers, 28.4K engagements

"My Updated Watchlist $CIFR Cipher Mining Bitcoin miner pivoting into hyperscale AI infrastructure with long-term AI hosting deals backed by Google and AWS that turn its sites into contracted data centers $VELO Velo3D Sells advanced metal 3D printers used by SpaceX and Anduril to make complex rocket drone and counter-drone parts giving clear exposure to defense and CUAS demand $BACQ Merlin Labs Develops AI flight-autonomy systems that turn existing aircraft into smart crewed or uncrewed platforms working with GE Aerospace and the US Air Force on AI copilots $RDW Redwire Corporation Builds"
X Link 2025-12-10T19:09Z 22.5K followers, 39.4K engagements

"The market is turning on $NVDA the largest company on Earth leading the AI and robotics race because of some rumors about Google selling hardware that was already accessible through their cloud And its turning on OpenAI because Google delivered a good model as if the model leaderboard didnt change every month after each update Two months from now OpenAI could launch a killer model and $NVDA could say theyre booked for XX% of Rubin capacity already and the market would love them again Its all a constant overreaction followed by another overreaction"
X Link 2025-12-01T09:54Z 22.5K followers, 40.3K engagements

"$AMD Lisa Su gets asked if she sees a bubble in AI: "We don't see a bubble. What we do see is very well-capitalized companies companies that have significant resources using those resources at this point in time because it's such a special point in time in terms of AI learning and AI capabilities.""
X Link 2025-12-03T17:18Z 22.5K followers, 11.7K engagements

"If you're an investor in $IREN $NBIS $CIFR or $WULF you need to read this In this deep dive I cover: The profitability of the projects of $IREN $NBIS $CIFR and $WULF The value these projects add to the company What share price they justify Takeaways on the quality of the deals and execution Going-forward thoughts on what these companies should do to keep creating shareholder value"
X Link 2025-12-05T17:42Z 22.5K followers, 89.4K engagements

"Vultr to invest $X billion in Ohio AI cluster using $AMD chips The new cluster is a 50-megawatt 24000-chip facility that will deploy $AMD's Instinct MI355X The company forecasts the new cluster to go online by early 2026. "We expect the cluster to be sold before it goes live. We also have MI355X GPUs racked in our Chicago region for customer testing and pilots" Kardwell told Reuters in an interview In December 2024 Vultr secured a $XXX billion valuation in a financing round led by LuminArx Capital Management and AMD Ventures the investment arm of $AMD"
X Link 2025-12-10T00:23Z 22.5K followers, 9650 engagements

"People cant hold a balanced opinion Neoclouds are the new $NVDA after TPUs Supply will overwhelmingly outpace demand and the tokenomics will eventually force them all into bankruptcy $NBIS $CRWV and $IREN will all go to X and GPUs will sell for one-tenth of todays price per hour"
X Link 2025-12-11T15:44Z 22.5K followers, 11.1K engagements