been holding amd since the 40s, this is the first time in a while the data center story feels like it has real numbers behind it instead of just "we're also in AI"
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Capital Advantage Inc. Sells 5,783 Shares of Advanced Micro Devices, Inc. $AMD
AMD's data center catalyst may fuel a jump to $553+, with stock nearing upper band at $499.10. Whales hold 63.9% long position, signaling potential breakout or sharp rejection.
been holding amd since the 40s, this is the first time in a while the data center story feels like it has real numbers behind it instead of just "we're also in AI"
data center doubling to 70b by 2027 in two years is a big ask, curious if anyone's done the math on what that actually requires in terms of wafer allocation
A $2T TAM number by itself doesn't tell you much, every chip company throws out one of these now. What actually matters is the data center guide going from roughly $35B to $70B by 2027 — that's a specific, checkable number tied to real GPU deployments, not just a slide at a conference.