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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**
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[dominance](/topic/dominance)
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[$amd](/topic/$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)