[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.]  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  **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)
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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
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