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![Arya__Deniz Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1714446178631233536.png) 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.

![](https://pbs.twimg.com/media/Gv5iHGAWkAA-i7A.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945100095860441311/c:line.svg)

**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 Avatar 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

Engagements Line Chart

Related Topics coins ai dominance positions $amd advanced micro advanced micro devices stocks technology

Post Link

post/tweet::1945100095860441311
/post/tweet::1945100095860441311