[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Arya Deniz [@Arya__Deniz](/creator/twitter/Arya__Deniz) on x 1282 followers Created: 2025-07-15 12:36:15 UTC Revisiting Advanced Micro Devices - $AMD AMD is up X% pre-market on 7/15/2025. It is one of the core portfolio positions. I wanted to revisit the stock after noticing some interesting trends on the charts I track, and positive news flow this week. AMD is entering a new growth inflection driven by data-center dominance and AI accelerators. Roughly half of its revenue now comes from server CPUs/GPUs, where AMD is rapidly gaining share, and recent U.S. export-license approvals reopened the vast China market for its MI300-series AI chips. AMD’s chiplet-enabled cost leadership and broadening product portfolio (EPYC CPUs, Instinct accelerators, Xilinx FPGAs) position it to outgrow peers into 2025–26.  XXX engagements  **Related Topics** [coins ai](/topic/coins-ai) [dominance](/topic/dominance) [positions](/topic/positions) [$amd](/topic/$amd) [advanced micro](/topic/advanced-micro) [advanced micro devices](/topic/advanced-micro-devices) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/Arya__Deniz/status/1945100095860441311)
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Arya Deniz @Arya__Deniz on x 1282 followers
Created: 2025-07-15 12:36:15 UTC
Revisiting Advanced Micro Devices - $AMD
AMD is up X% pre-market on 7/15/2025. It is one of the core portfolio positions. I wanted to revisit the stock after noticing some interesting trends on the charts I track, and positive news flow this week.
AMD is entering a new growth inflection driven by data-center dominance and AI accelerators. Roughly half of its revenue now comes from server CPUs/GPUs, where AMD is rapidly gaining share, and recent U.S. export-license approvals reopened the vast China market for its MI300-series AI chips.
AMD’s chiplet-enabled cost leadership and broadening product portfolio (EPYC CPUs, Instinct accelerators, Xilinx FPGAs) position it to outgrow peers into 2025–26.
XXX engagements
Related Topics coins ai dominance positions $amd advanced micro advanced micro devices stocks technology
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