$AMD(AMD.US) is bullish, next target 🎯$600, influenced by AI agents, models need to improve efficiency, such as the current XAi GPU utilization rate of 11%, while Google or META's utilization is 43%+. Assuming the future CPU:GPU market demand is 1:1, with 7-10 million GPU shipments in 2025, what does this mean? CPU growth has just begun, EPYC's advantage lies in chiplet stacking, so only optimizing the Zen architecture core can improve the performance of the entire CPU. Driven by strong demand in the AI market, AMD doesn't need to beat NVIDIA in all aspects; it only needs to capture a double-digit market share to push the company towards a trillion-dollar market cap. The next-generation unified architecture, UDNA, will provide AMD with higher gross margins, higher performance, and more general-purpose rcom.