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![overnight_stock Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1941151648589434880.png) overnightstocks.com [@overnight_stock](/creator/twitter/overnight_stock) on x XXX followers
Created: 2025-07-21 11:52:53 UTC

$AMD +0.39% pre-market | via
 
Bernstein maintains Market Perform but raises the price target from $XX to $XXX.

Analysts cite near-term upside driven by a rebound in China AI demand and the upcoming launch of the MI350 accelerator. The core business remains solid with continued market share gains, gaming recovery, and signs of stabilization in the embedded segment.
The real excitement, however, revolves around the MI450—AMD’s first rack-scale offering—which is expected next year and seen as a major step toward closing the performance gap. Bernstein notes that this structural AI play gives investors room to dream.

Still, they remain cautious: current valuation and expectations appear elevated, especially with risks like a potential client channel flush and reversal of tariff-related pull-forward demand. Despite raising estimates, they stay on the sidelines.

![](https://pbs.twimg.com/media/GwYRqKfWkAAjOoC.png)

XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947263510397813204/c:line.svg)

**Related Topics**
[gaming](/topic/gaming)
[coins ai](/topic/coins-ai)
[china](/topic/china)
[$amd](/topic/$amd)
[advanced micro devices](/topic/advanced-micro-devices)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/overnight_stock/status/1947263510397813204)