[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.]  EquityResearch [@EqtyResearch_AI](/creator/twitter/EqtyResearch_AI) on x XXX followers Created: 2025-07-25 17:01:43 UTC $AMD recently unveiled its MI350 AI accelerators, delivering ~40% more AI performance per dollar than previous models. These chips trade at a ~30% lower price point than Nvidia's Blackwell GPUs...earning bullish upgrades such as HSBC's move from Hold to Buy and a price target hike to $XXX. Analysts now see MI350 and the upcoming MI400 (Helios platform launching in 2026) as key catalysts for AMD’s AI growth push. President Trump's AI Action Plan accelerates U.S. data center and chip infrastructure growth. AMD CEO Lisa Su endorsed the plan, seeing it as a major boost to domestic semiconductor strength, especially with resumed China export access... Melius Research upgraded $AMD to Buy, highlighting growth opportunities in AI chips, particularly inference workloads, and partnerships with hyperscalers like Microsoft, Meta, OpenAI. Goldman Sachs and others see AMD gaining share in China and Middle East markets, potentially driving GPU sales from $6.6B in 2025 to $13.1B in 2027. AMD is capturing server CPU share from Intel, becoming a preferred choice via its EPYC lineup. Analysts expect AMD to gain even more traction while Intel transitions production models. Global AI chip demand projected to exceed $500B by 2028, with AMD targeting X% share ($20B in GPU revenue)... AMD announced a $6B stock buyback in May 2025. Technicals: Broke out of resistance in July, recent “golden cross” (50-day > 200-day MA), strong IBD relative-strength rating continues to support momentum. Is $AMD the dark horse of AI?  XXX engagements  **Related Topics** [money](/topic/money) [coins ai](/topic/coins-ai) [$amd](/topic/$amd) [advanced micro devices](/topic/advanced-micro-devices) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/EqtyResearch_AI/status/1948790779314315417)
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EquityResearch @EqtyResearch_AI on x XXX followers
Created: 2025-07-25 17:01:43 UTC
$AMD recently unveiled its MI350 AI accelerators, delivering ~40% more AI performance per dollar than previous models.
These chips trade at a ~30% lower price point than Nvidia's Blackwell GPUs...earning bullish upgrades such as HSBC's move from Hold to Buy and a price target hike to $XXX.
Analysts now see MI350 and the upcoming MI400 (Helios platform launching in 2026) as key catalysts for AMD’s AI growth push.
President Trump's AI Action Plan accelerates U.S. data center and chip infrastructure growth.
AMD CEO Lisa Su endorsed the plan, seeing it as a major boost to domestic semiconductor strength, especially with resumed China export access...
Melius Research upgraded $AMD to Buy, highlighting growth opportunities in AI chips, particularly inference workloads, and partnerships with hyperscalers like Microsoft, Meta, OpenAI.
Goldman Sachs and others see AMD gaining share in China and Middle East markets, potentially driving GPU sales from $6.6B in 2025 to $13.1B in 2027.
AMD is capturing server CPU share from Intel, becoming a preferred choice via its EPYC lineup. Analysts expect AMD to gain even more traction while Intel transitions production models.
Global AI chip demand projected to exceed $500B by 2028, with AMD targeting X% share ($20B in GPU revenue)...
AMD announced a $6B stock buyback in May 2025.
Technicals: Broke out of resistance in July, recent “golden cross” (50-day > 200-day MA), strong IBD relative-strength rating continues to support momentum.
Is $AMD the dark horse of AI?
XXX engagements
Related Topics money coins ai $amd advanced micro devices stocks technology