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# ![@HyperTechInvest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1775724378891714560.png) @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.

### Engagements: XXXXXX [#](/creator/twitter::1775724378891714560/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1775724378891714560/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +141%
- X Months XXXXXXXXXX +235%
- X Year XXXXXXXXXX +19,642%

### Mentions: XX [#](/creator/twitter::1775724378891714560/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1775724378891714560/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +2%
- X Months XXXXX -XXXX%
- X Year XXXXX +687%

### Followers: XXXXXX [#](/creator/twitter::1775724378891714560/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1775724378891714560/c:line/m:followers.svg)

- X Week XXXXXX +2.50%
- X Month XXXXXX +21%
- X Months XXXXXX +201%
- X Year XXXXXX +1,946%

### CreatorRank: XXXXXXX [#](/creator/twitter::1775724378891714560/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1775724378891714560/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1775724378891714560/influence)
---

**Social category influence**
[stocks](/list/stocks)  #2108 [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [exchanges](/list/exchanges)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[$amd](/topic/$amd) #4, [open ai](/topic/open-ai) #1487, [$nvda](/topic/$nvda) #1152, [chips](/topic/chips) #693, [$nbis](/topic/$nbis) #137, [$meta](/topic/$meta) #2, [meta](/topic/meta) #573, [$orcl](/topic/$orcl) #72, [nvda](/topic/nvda) #440, [$amds](/topic/$amds) #1

**Top accounts mentioned or mentioned by**
[@danielisdizzy](/creator/undefined) [@bullmeechum3](/creator/undefined) [@trailinvest](/creator/undefined) [@grok](/creator/undefined) [@tacticzh](/creator/undefined) [@poconokid18](/creator/undefined) [@longoption](/creator/undefined) [@meeijer](/creator/undefined) [@mvcinvesting](/creator/undefined) [@lindatrippp](/creator/undefined) [@agrippainv](/creator/undefined) [@gabgrowth](/creator/undefined) [@bitwisebytes](/creator/undefined) [@chesswarri42621](/creator/undefined) [@taghans723](/creator/undefined) [@felix__archive](/creator/undefined) [@marcoramirezuno](/creator/undefined) [@orangeman1992](/creator/undefined) [@aluxl333](/creator/undefined) [@hotaisle](/creator/undefined)

**Top assets mentioned**
[Advanced Micro Devices (AMD)](/topic/$amd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Metadium (META)](/topic/$meta) [Oracle Corporation (ORCL)](/topic/$orcl) [Intel Corporation (INTC)](/topic/$intc) [IREN Limited (IREN)](/topic/$iren) [Micron Technology, Inc. (MU)](/topic/$mu) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Microsoft Corp. (MSFT)](/topic/$msft) [Goldman Sachs (GS)](/topic/goldman-sachs) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [ZetaChain (ZETA)](/topic/$zeta) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [MercadoLibre Inc (MELI)](/topic/$meli) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Wise (WISE)](/topic/$wise) [NuCypher (NU)](/topic/$nu) [DNP Select Income Fund Inc. (DNP)](/topic/$dnp) [StoneCo Ltd. Class A Common Shares (STNE)](/topic/$stne) [FLEX Coin (FLEX)](/topic/$flex) [IonQ, Inc. (IONQ)](/topic/$ionq) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Honeywell International Inc (HON)](/topic/honeywell) [Heroes of NFT (HON)](/topic/$hon) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Morgan Stanley (MS)](/topic/morgan-stanley) [BlackRock Inc (BLK)](/topic/blackrock) [JPMorgan Chase (JPM)](/topic/$jpm) [BlackCoin (BLK)](/topic/$blk) [Stellantis N.V. (STLA)](/topic/$stla) [MongoDB, Inc. (MDB)](/topic/$mdb) [Coherent Inc (COHR)](/topic/$cohr) [Teradyne, Inc. (TER)](/topic/$ter) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Bank of America (BAC)](/topic/bank-of-america) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Elbit Systems Ltd (ESLT)](/topic/$eslt) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [Boeing Co (BA)](/topic/$ba) [Northrop Grumman Corporation (NOC)](/topic/$noc) [Textron Inc. (TXT)](/topic/$txt) [General Dynamics Corporation (GD)](/topic/$gd)
### Top Social Posts [#](/creator/twitter::1775724378891714560/posts)
---
Top posts by engagements in the last XX hours

"$AMD 🚨 Lisa Su said the quiet part out loud Again no one caught it You can thank me later Listen to her: As much as we love working with OpenAI were working with other customers as well. Theres a lot of excitement around the industry about MI450 and were ready for it. she said while she could barely hold her smile The moment she starts talking about validation you can see her carefully choosing her words not wanting to spill the beans She ends the comment with a proud happy face If you know you know"  
[X Link](https://x.com/HyperTechInvest/status/1976368485925257589) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-09T19:25Z 17.8K followers, 573.1K engagements


"$ORCL CEO was asked if OpenAI can really pay $60B per year for AI infrastructure His response: Of course." "Its unheard of but in a good way"  
[X Link](https://x.com/HyperTechInvest/status/1978077283391856900) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-14T12:35Z 17.8K followers, 121K engagements


"You can only pick one Minimum holding period: X years Pagaya $PGY Hims $HIMS Nebius $NBIS Zeta $ZETA TransMedics $TMDX DLocal $DLO Root $RIOT Iren $IREN Which would you choose and why"  
[X Link](https://x.com/HyperTechInvest/status/1959242025410109828) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-08-23T13:11Z 17.8K followers, 165.3K engagements


"🚨 JUST IN: DigitalOcean $DOCN announces its offering MI325X in its AI cloud and will add MI350X later this year"  
[X Link](https://x.com/HyperTechInvest/status/1973743699436896388) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-02T13:35Z 17.8K followers, 11.3K engagements


"Is your portfolio too concentrated on the US Here are some non-US stocks worth researching: Nu Holdings $NU Kraken Robotics $PNG.V StoneCo $STNE Kaspi $KSPI MercadoLibre $MELI Flex Ltd. $FLEX Grab Holdings $GRAB High Tide $HITI Wise $WISE 2CRSi $AL2SI.PA ASML $ASML Dino Polska $DNP Iberdrola $IBE Inter & Co $INTR Taiwan Semiconductor $TSM dLocal $DLO"  
[X Link](https://x.com/HyperTechInvest/status/1941027253972095001) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-07-04T06:52Z 17.8K followers, 9455 engagements


"The Quantum Computing Ecosystem By $NVDA Publicly traded companies: $GOOGL Google Quantum AI $IONQ IonQ $RGTI Rigetti Computing $HON Honeywell (majority owner of Quantinuum)"  
[X Link](https://x.com/HyperTechInvest/status/1965618231122727266) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-09-10T03:28Z 17.8K followers, 14.1K engagements


"🚨 $NBIS price target increased to $XXX from $XX by Northland Securities"  
[X Link](https://x.com/HyperTechInvest/status/1970838912282100077) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-09-24T13:13Z 17.8K followers, 47.5K engagements


"🚨 HSBC Raises $AMD target to $XXX amid strong AI demand and OpenAI partnership"  
[X Link](https://x.com/HyperTechInvest/status/1978499869577732535) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-15T16:35Z 17.9K followers, 20.8K engagements


"$AMD Mizuho raises price target to $XXX from $XXX Mizuho analysts estimate the OpenAI contracts total value at more than $XX billion through 2030 By the end of the decade the deal could generate up to $XX billion in annual revenue for $AMD"  
[X Link](https://x.com/HyperTechInvest/status/1977806099303825874) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-13T18:38Z 17.8K followers, 24.8K engagements


"Reporter: "Some people say the government taking stakes in private companies sounds socialist." Treasury Secretary Scott Bessent: "Thats the reason we have this rare earth problem.""  
[X Link](https://x.com/HyperTechInvest/status/1978534297729376485) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-15T18:51Z 17.8K followers, 4075 engagements


"All price target updates on $AMD after OpenAI deal 🟢 Barclays $XXX 🟢 Jefferies $XXX 🟢 Melius Research $XXX 🟢 Cantor Fitzgerald $XXX 🟢 Wells Fargo $XXX 🟢 Truist $XXX 🟢 Benchmark $XXX 🟢 UBS $XXX 🟢 BofA Securities $XXX 🟢 Roth/MKM $XXX 🟢 CFRA $XXX 🟢 Morgan Stanley $XXX 🟢 Stifel $XXX 🟢 Baird $XXX 🟢 Evercore ISI $XXX 🟡 Mizuho $XXX 🟡 Citi $215"  
[X Link](https://x.com/HyperTechInvest/status/1975551570033967307) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-07T13:19Z 17.8K followers, 89K engagements


"4 high-risk high-potential stock ideas for a growth investor: $ALMU Aeluma: Infrared imaging and optical chips that help machines see in bad conditions and move data faster inside AI hardware. Catalyst: turning early defense and NASA projects into volume orders scaling its XXX mm manufacturing. $CCCX Infleqtion: Quantum sensors and timing systems for navigation without GPS plus early quantum computing platforms. Catalyst: deeper work with NVIDIA CUDA-Q and deployments through major defense partners. $OSS One Stop Systems: Rugged AI computers and storage for vehicles aircraft and ships built"  
[X Link](https://x.com/HyperTechInvest/status/1974216959492255849) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-03T20:56Z 17.8K followers, 23.2K engagements


"You could respond: Hyperion is a multi-year project and there's no way there's even enough capacity to build that many Helios racks I'm calling it now: $AMD MI500 will be codenamed Selene"  
[X Link](https://x.com/HyperTechInvest/status/1978573593429639672) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-15T21:27Z 17.8K followers, 16.5K engagements


"🚨Lisa Su dropped a bombshell Yet nobody has caught it $AMD's MI450 will use 2nm technology while $NVDA's Rubin will use 3nm A massive power and efficiency advantage This is breaking news and I dont understand why nobody is reporting it"  
[X Link](https://x.com/HyperTechInvest/status/1975635156796121551) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-07T18:51Z 17.8K followers, 508.1K engagements


"First look at $AMD MI450 Helios What a beauty"  
[X Link](https://x.com/HyperTechInvest/status/1978120422886379529) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-14T15:27Z 17.8K followers, 29.6K engagements


"Strategic stocks are surging The Trump administration doesnt want to depend on China anymore Here are XX strategic U.S. companies you should know: $SKYT SkyWater Technology Just acquired Infineons Fab XX in Austin one of the largest XXX mm fabs in the U.S. massively boosting secure chip capacity. $MU Micron Technology Only U.S. producer of advanced memory; investing $200B to build DRAM and HBM fabs on American soil. $RCAT Red Cat Holdings Builds tactical drones like the Black Widow and operates a 155000-sq-ft Georgia facility for drone and vessel production. $MP MP Materials Owns Mountain"  
[X Link](https://x.com/HyperTechInvest/status/1972787372170391782) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-09-29T22:15Z 17.8K followers, 88K engagements


"April was the crash Were cutting rates in a bull market Fiscal spending is reaching pandemic stimulus levels Oil is getting cheaper and so is natural gas AI is enhancing productivity Inflation is stabilizing The Fed is estimating XXX% Q3 GDP growth Were so back"  
[X Link](https://x.com/HyperTechInvest/status/1978079740368924979) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-14T12:45Z 17.8K followers, 12.3K engagements


"I asked ChatGPT what is the best stock under $10B market cap Who can guess the answer"  
[X Link](https://x.com/HyperTechInvest/status/1977499186389283120) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-12T22:18Z 17.8K followers, 12.5K engagements


"Reality check: $NBIS is now a larger company than $SMCI $STLA $MDB and $TER Its also twice as big as $COHR $IREN $KTOS $RIVN and $DUOL Crazy run"  
[X Link](https://x.com/HyperTechInvest/status/1977505075590312011) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-12T22:42Z 17.8K followers, 42.9K engagements


"I need high-potential stock ideas Hit me with your best pick"  
[X Link](https://x.com/HyperTechInvest/status/1929231322716725293) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-06-01T17:39Z 17.8K followers, 97K engagements


"$AMD just hit ATHs 🚨 Congratulations shareholders"  
[X Link](https://x.com/HyperTechInvest/status/1975985075562103188) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-08T18:02Z 17.8K followers, 27.1K engagements


"@JonasH00722429 @riyadosofian Why do you say its shrinking"  
[X Link](https://x.com/HyperTechInvest/status/1978832014607339796) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-16T14:34Z 17.8K followers, XX engagements


"My take on $AMD's current valuation and the OpenAI deal Link below Would love to hear your thoughts on it"  
[X Link](https://x.com/HyperTechInvest/status/1978653393099837870) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-16T02:45Z 17.8K followers, 10.6K engagements


"Call me crazy but I believe $META is going to buy a lot of $AMD chips Hear me out $META was a big client of $AMD in the past powering Llama with MI300X $META's new massive data center project is called Hyperion $AMD has made an absurd amount of publicity around the name of MI450: Helios The MI300 didnt have a name neither did the MI325 or the MI355 $AMD adopted $META's wide rack standard for Helios Helios is the son of Hyperion in Greek mythology I dont believe in coincidences Lisa Su seemed excited about something and she knows OpenAI isnt the only big deal theyre getting The Zuck will make"  
[X Link](https://x.com/HyperTechInvest/status/1978571815556362323) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-15T21:20Z 17.8K followers, 52.8K engagements


"Value investors when you buy an AI stock instead of a Lithuanian forklift-parts manufacturer trading at XXX book"  
[X Link](https://x.com/HyperTechInvest/status/1974695503490375772) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-05T04:37Z 17.8K followers, 306.9K engagements


"Bank of America now thinks $META will be a customer of $AMD MI450"  
[X Link](https://x.com/HyperTechInvest/status/1979368350326362360) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-18T02:06Z 17.8K followers, 45.1K engagements


"Wars wont be fought with soldiers anymore Theyll be fought with drones You know that too but you dont know how to profit from it Heres a list for you: Large / Military Drones Kratos Defense $KTOS AeroVironment $AVAV Elbit Systems $ESLT L3Harris $LHX AIRO Group $AIRO Northrop Grumman $NOC Boeing $BA Textron $TXT General Dynamics $GD Small / Tactical Drones Red Cat $RCAT DroneShield $DRSHF AgEagle $UAVS Draganfly $DPRO ZenaTech $ZENA Ondas $ONDS Air Mobility (eVTOLs) Archer $ACHR Joby $JOBY EHang $EH Drone Tech & Software Ouster $OUST Cohu $COHU Palladyne AI $PDYN Palantir $PLTR Axon $AXON"  
[X Link](https://x.com/HyperTechInvest/status/1963191824413311122) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-09-03T10:46Z 17.8K followers, 25.2K engagements


"According to $SOFI's base guidance they are now trading at 20x 2026 EPS and expect 20%+ EPS growth in the following years. An absolute steal. When you look at Galileo's customer list and their potential (Revolut $WISE.L $HOOD $DAVE $ML $RELY $TOST.) along with $SOFI's customer growth and product expansion it's obvious to me that this company is destined to become a top XX US bank. Probably not in the next X years but within the next XX it's achievable"  
[X Link](https://x.com/HyperTechInvest/status/1874892516740186386) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-01-02T18:56Z 17.8K followers, 2802 engagements


"$AMD's contract with $META will likely involve a custom rack designed to meet Metas specific requirements It seems like only a matter of time before we get the big announcement $XXX soon"  
[X Link](https://x.com/HyperTechInvest/status/1979484941449678940) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-18T09:49Z 17.8K followers, 22.5K engagements


"Whats your largest holding right now Mine is $AMD"  
[X Link](https://x.com/HyperTechInvest/status/1949176653990756581) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-07-26T18:35Z 17.8K followers, 166.1K engagements


"I told you companies dont want to depend on $NVDA I told you $NVDA giving OpenAI money liberated financing for other chips I told you MI450 was good"  
[X Link](https://x.com/HyperTechInvest/status/1975159281487077401) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-06T11:20Z 17.8K followers, 6649 engagements


"Shoutout to those who told me $AMD would see $XX before $200"  
[X Link](https://x.com/HyperTechInvest/status/1975992344022540534) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-08T18:31Z 17.8K followers, 34K engagements


"My newsletter has everything an $AMD investor needs to understand the company the thesis and the potential And I'm writing a new update after this latest deal too"  
[X Link](https://x.com/HyperTechInvest/status/1975683496845660170) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-07T22:03Z 17.8K followers, 6345 engagements


"Barclays raises $AMD price target to $XXX from $200"  
[X Link](https://x.com/HyperTechInvest/status/1975227330269458669) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-06T15:51Z 17.8K followers, 49.4K engagements


"Im not an expert in $PYPL but I enjoy debating. Yes I tried to make the original post attention-grabbing and exaggerated a bit for effect. But even taking the jokes aside Im still not convinced about the PayPal story. When I said Stripe was destroying PayPal I meant Stripe is rapidly taking market share. We dont have a perfect 1:1 comparison but what we do know is this: Stripe processed $1.4T in TPV in 2024 up XX% year over year. PayPal processed $1.68T. That doesnt really look like a XX% vs XX% market share gap. The merchant account gap is misleading. $PYPL counts tens of millions of small"  
[X Link](https://x.com/HyperTechInvest/status/1978933570401112520) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-16T21:18Z 17.8K followers, 17.6K engagements


"I see a lot of $PYPL bulls on X Honestly I cant understand it Lets initiate some debate: X Stripe is destroying PayPal as a payment processor for businesses. Not even a competition. X Who even uses PayPal anymore that isn't a hundred years old when theres Apple Pay Google Pay Revolut Pay in Europe or just a regular credit card. X Venmo is the best part of the business but its overcrowded. Young people prefer Cash App crypto wallets are getting more popular and honestly who even needs Venmo when you can just use a standard bank account with Zelle. X Revenue is flat when you adjust for M2"  
[X Link](https://x.com/HyperTechInvest/status/1977569176832049659) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-13T02:56Z 17.8K followers, 83.6K engagements


"Sam Altman DOESNT want to use $INTC foundry: Interviewer: Yeah. What do you think about chips You just announced this deal with $AMD. Did Jensen Huang know that $NVDA is going to become an indirect investor in $AMD (laughing) Sam Altman: I dont know. Interviewer: Well the problem with this is that both $NVDA and $AMD are sourced at the same place so theres another solitary entity in the value chain which is $TSM. Do you see a need and responsibility or opportunity to expand the market there as well Is this something where when it comes to the question of $INTC Sam Altman: I would like $TSM to"  
[X Link](https://x.com/HyperTechInvest/status/1975912556276441193) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-08T13:13Z 17.9K followers, 19.5K engagements


"$INTC $MSFT Intel Foundry has secured a contract to build Microsofts Maia X next-generation AI processor on its 18A/18A-P node according to SemiAccurate"  
[X Link](https://x.com/HyperTechInvest/status/1979460607741931936) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-18T08:12Z 17.8K followers, 10.5K engagements


"I am only invested in a few select companies but I love giving stock ideas Here are XX potential multibaggers you probably havent heard about: $VELO Velo3D $CCCX Infleqtion $DGXX Digi Power X $SHLS Shoals Technologies Group $MTRN Materion Corporation $AMPX Amprius Technologies $HYLN Hyliion Holdings $FIGR Figure Technology Solutions $DEFT DeFi Technologies $GEMI Gemini $OCC Optical Cable Corporation $COHR Coherent Corp $ALMU Aeluma $NVTS Navitas Semiconductor"  
[X Link](https://x.com/HyperTechInvest/status/1976692596891144431) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-10T16:53Z 17.9K followers, 61.9K engagements


"Most people were too busy making acronym jokes about $AMD instead of actually studying the company Their loss"  
[X Link](https://x.com/HyperTechInvest/status/1976073853236646302) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-08T23:54Z 17.8K followers, 41.7K engagements


"$NVDA gave OpenAI money so they could buy more $NVDA chips in exchange for equity. $AMD on the other hand is giving equity through shareholder-aligned warrants in exchange for revenue the opportunity to prove their chips at GW scale and to have OpenAI as a software partner. Both are good deals. $AMD gets a deal that isnt isolated but could compound in a way that poses a risk for $NVDA. OpenAI is giving $AMD what they needed the most: validation and visibility. If $AMD chips show comparable performance to those from $NVDA which looking at their progress and specs is very likely hyperscalers"  
[X Link](https://x.com/HyperTechInvest/status/1975907244442091898) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-08T12:52Z 17.8K followers, 38.3K engagements


"Not very credible FUD. OpenAI is desperate to secure as much capacity as possible Amazon is deploying GWs exclusively for Anthropic and Oracle cant rent their capacity profitably What profit are we even talking about here Theres a X% chance theyre EBIT-negative specially on Blackwells. Someone wants to buy cheaper"  
[X Link](https://x.com/HyperTechInvest/status/1975585306637205730) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-07T15:33Z 17.8K followers, 8986 engagements


"Lisa Su in $AMD last conference call: Today X out of the top XX model builders and AI companies are using Instinct including large-scale deployments with $MSFT $META $ORCL $TSLA xAI and others"  
[X Link](https://x.com/HyperTechInvest/status/1975554968645214509) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-07T13:33Z 17.8K followers, 13.4K 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](https://x.com/HyperTechInvest/status/1957824602648043975) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-08-19T15:18Z 17.8K followers, 27K engagements


"@A431881K I think XX% market share in the inference market is possible by 2028"  
[X Link](https://x.com/HyperTechInvest/status/1978823557091057695) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-16T14:01Z 17.8K followers, XXX engagements


"🚨 $AMD is reportedly developing its first ARM-based APU codenamed Soundwave Its aimed at competing with $QCOM and $AAPL in the low-power computing market These chips designed for products like Microsofts Surface line will combine $ARM-based CPU cores with $AMDs own Radeon GPUs and are expected to launch around 2026"  
[X Link](https://x.com/HyperTechInvest/status/1977938621857407361) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-14T03:24Z 17.8K followers, 25.3K engagements


"$AMD No one reported $AMD using 2nm until I made this post Check the dates Retail is always faster and sharper X is the way"  
[X Link](https://x.com/HyperTechInvest/status/1977879535375798284) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-13T23:30Z 17.8K followers, 15.5K engagements


"$AMD The total value of the OpenAI deal is around $105B This revenue will be recognized over five years and will grow incrementally during that period This deal alone will likely boost $AMD revenue by over XX% by 2029 according to BofA $AMD will provide the full rack system including CPU GPU and DPU Each warrant tranche requires AMDs stock to reach progressively higher price targets with the final tranche set at $XXX per share The warrant expires on October X 2030 incentivizing OpenAI to complete the full X GW buildout before that date to receive the entire XX% warrant allocation"  
[X Link](https://x.com/HyperTechInvest/status/1977078726535025134) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-11T18:27Z 17.9K followers, 61.4K engagements


"How in this world are $SMCI $NVDA and $META peers of $NBIS These Goldman Sachs analysts will write anything"  
[X Link](https://x.com/HyperTechInvest/status/1975999421406945783) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-08T18:59Z 17.8K followers, 6155 engagements


"Goldman Sachs is estimating that $NBIS will generate less revenue in 2027 than in 2026 What are they smoking"  
[X Link](https://x.com/HyperTechInvest/status/1976000599108866234) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-08T19:03Z 17.8K followers, 18.8K engagements


"@itsMEGAMEGA Overvalued $10B+ in ARR by 2027 partnerships with the UK and Israel for Sovereign AI Avride Clickhouse and Toloka stakes the best AI cloud for SMBs and enterprises plus AI Studio TractoAI and Tripleten say otherwise"  
[X Link](https://x.com/HyperTechInvest/status/1977526356859551831) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-13T00:06Z 17.8K followers, XXX engagements


"$DOCN follows $ORCL and buys some MI350X Interested in seeing some benchmarks in the future"  
[X Link](https://x.com/HyperTechInvest/status/1973933582231257267) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-03T02:10Z 17.8K followers, 7688 engagements


"Samsung is set to be the main HBM4 supplier for $AMD MI450 Giving the company a chance to challenge SK hynix which has long dominated the HBM market through its strong $NVDA partnerships"  
[X Link](https://x.com/HyperTechInvest/status/1977215794749530322) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-12T03:32Z 17.8K followers, 21.3K engagements


"🚨 $ORCL TO DEPLOY 50000 $AMD MI450 IN H2 OF 2026 I think $AMD has done a really fantastic job just like Nvidia and I think both of them have their place said Karan Batta Senior Vice President of Oracle Cloud Infrastructure. He added that AMDs software stack is critical and that customers are going to take up $AMD very very well in the inferencing space"  
[X Link](https://x.com/HyperTechInvest/status/1978073497541673310) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-14T12:20Z 17.8K followers, 31.5K engagements


"10 companies that I DONt own but that are on my watchlist: $MDA $RDW $SBET $BMNR $MPTI $LGCY $ALAB $JOBY $PNG"  
[X Link](https://x.com/HyperTechInvest/status/1947567797741175053) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-07-22T08:02Z 17.8K followers, 4880 engagements


"$AMD stock price target raised to $XXX from $XXX at BofA Securities"  
[X Link](https://x.com/HyperTechInvest/status/1979351355748909159) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-18T00:58Z 17.8K followers, 17K engagements


"We went from No one buys $AMD. To counting how many GWs of $AMD accelerators will be deployed I dont even think the market has digested this completely yet"  
[X Link](https://x.com/HyperTechInvest/status/1977467629661990929) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-12T20:13Z 17.8K followers, 23.6K engagements


"I feel like X needs new ideas Lets pool some Requirements: Market cap under $10B At least 10x upside over XX years Minimum one year of cash runway 30%+ revenue growth Gross margin profitable"  
[X Link](https://x.com/HyperTechInvest/status/1979586214035665394) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-10-18T16:31Z 17.8K followers, 5090 engagements


"The returns on Bitcoin miners that entered HPC have been tremendous Returns in the last month: $IREN Iren XX% $BITF Bitfarms XXX% $HIVE Hive Digital Technologies XX% $HUT Hut X Mining XX% $CIFR Cipher Mining XXX% $SLNH Soluna Holdings XXX% Its interesting that most of this new hype came after the NebiusMicrosoft deal yet $NBIS is up only XX% in the same period"  
[X Link](https://x.com/HyperTechInvest/status/1970485400570339589) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-09-23T13:48Z 17.8K followers, 37.4K engagements


"The Trump Administration wants to bring chip manufacturing back to America Here are some plays so you can profit off it: $MU (Micron) The largest US-based memory foundry producing DRAM NAND and HBM in Idaho Virginia and Utah. The only American supplier of advanced HBM for AI datacenters. $SKYT (SkyWater) The largest US pure-play foundry with XXX mm fabs in Minnesota and Florida. Specializes in rad-hard aerospace and defense chips under DoD Trusted status. $INTC (Intel) The only US-headquartered leading-edge logic maker with XXX mm fabs in Arizona and Oregon plus advanced packaging in New"  
[X Link](https://x.com/HyperTechInvest/status/1971935926449590777) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-09-27T13:52Z 17.8K followers, 87.8K engagements


"The largest U.S. fab isnt being built by $TSM or $INTC Its being built by $MU"  
[X Link](https://x.com/HyperTechInvest/status/1954645076816404739) [@HyperTechInvest](/creator/x/HyperTechInvest) 2025-08-10T20:44Z 17.8K followers, 53.8K engagements