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![wallstengine Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1508426880860704771.png) Wall St Engine [@wallstengine](/creator/twitter/wallstengine) on x 72.4K followers
Created: 2025-07-15 16:10:12 UTC

Following China AI resumption, BofA sees $AMD shipping $400–$600M per quarter in data center GPUs through 2H 2025 and into 2026, adding ~$1B to its $6–6.5B forecast for 2025 and ~$2B to 2026's $9.5–10B consensus. They highlight stronger-than-expected MI355X pricing at $20–25K, server CPU share gains, and potential upside from MI400 in 2026. New price target: $175, based on 31x CY26E EPS.


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945153939084861469/c:line.svg)

**Related Topics**
[pricing](/topic/pricing)
[1b](/topic/1b)
[eps](/topic/eps)
[$2025k](/topic/$2025k)
[$9510b](/topic/$9510b)
[$2b](/topic/$2b)
[$665b](/topic/$665b)
[$1b](/topic/$1b)

[Post Link](https://x.com/wallstengine/status/1945153939084861469)

[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.]

wallstengine Avatar Wall St Engine @wallstengine on x 72.4K followers Created: 2025-07-15 16:10:12 UTC

Following China AI resumption, BofA sees $AMD shipping $400–$600M per quarter in data center GPUs through 2H 2025 and into 2026, adding ~$1B to its $6–6.5B forecast for 2025 and ~$2B to 2026's $9.5–10B consensus. They highlight stronger-than-expected MI355X pricing at $20–25K, server CPU share gains, and potential upside from MI400 in 2026. New price target: $175, based on 31x CY26E EPS.

XXXXXX engagements

Engagements Line Chart

Related Topics pricing 1b eps $2025k $9510b $2b $665b $1b

Post Link

post/tweet::1945153939084861469
/post/tweet::1945153939084861469