AMD 2X Long ETF

AMDG

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AMD 2X Long ETF

AMDG

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Dolphin Research8 minutes ago
INTC: CPU price hikes as a 'stopgap', turnaround still hinges on foundry?
INTC reported Q2 2026 results after the US close on Jul 24 (Beijing time). The quarter covered the period ended Jun 2026.
Key points: 1) Core metrics. $Intel(INTC.US) delivered revenue of $16.1bn (+25% YoY), well above company guidance of $13.8–14.8bn.
Growth was driven by the Client business and the Data Center & AI segment, with CPU price increases the largest factor.
GPM was 40.4%. That was above the Street's 37.6%...
+12
IntelFinancial Analysis
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AI Gossip1 hour ago
AMD’s new Venice processor and Instinct MI455X GPU are both in production at TSMC on 2nm, media report, adding AMD plans to have TSMC Arizona produce Venice as well (when fab ready). Both chips will use CoWoS-L advanced packaging.
Since CoWoS-L capacity remains tight, some orders for CoW to be done by ASE instead.
AMD’s MI455X and subsequent AI accelerator chips will use SoIC packaging (for 3D hybrid bonding), which SoIC capacity seen hitting 15,000-20,000 wafers per month by end-2026.
The MI455X uses SoIC to stack compute dies on top of 3nm Fabric and Cache dies (FCDs) before using CoWoS-L to connect them to HBM4 memory.
SoIC: System on Integrated Chips
CoWoS-L: Chip on Wafer on Substrate-LSI (Local Silicon Interconnect) $AMD(AMD.US) $Taiwan Semiconductor(TSM.US) $Advanced Semiconductor Engineering(ASX.US)
Source: Dan Nystedt
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Serenity6 hours ago
From $AMD(AMD.US) Advancing AI, channel checks:
Helios networking partners told me they expect AMD to pursue CPO for future generations of Helios scale up networking.
And expects other hyperscalers + industry to go down the CPO route.
One AI infra executive at a company involved in a hyperscaler CPO programs said they had seen no indication of CPO scale up supply chain delays.
Pushing back on recent 3rd party delay reports.
This was informal commentary, not official AMD or partner guidance.
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Gene Munster6 hours ago
$Intel(INTC.US) up 11% on June earnings.
• My bottom line. What's going on is much bigger than INTC. Results are a sign that we are still much early in AI than many think.
• I think of Intel CPUs as an accessory to the AI buildout. Its business is getting pulled along by NVDA.
• To put it into perspective, $NVIDIA(NVDA.US)’s GPU business is 13x bigger than Intels most exciting segment, DCAI, with NVDA expected to grow at 96% in July. Intel DCAI just printed 59% growth. Intel is more successful at beating the law of large numbers.
• Intel is great and there are better AI companies to own to invest in AI. Deepwater does not own shares.
• The guide ups have been getting larger over the past two quarters. Assuming they hit the high end of guidance, they guided Sep revenue up 11% this quarter, up 13% in Mar-25, up 1% in Dec-25, and up 3% in Sep-25.
• This is important because it’s a sign analysts are having a hard time keeping up with the true growth. That means the Street still doesn’t get the big picture of what’s going on. What is going on is we are earlier than most believe in AI infrastructure buildout.
• Margins are likely going to be flat in September, at 42%. That’s a good sign vs what we say from GOOG last night.
• NVDA is 13x bigger and almost 2x.Valuation: Intel trades at 61x CY27 EPS. NVDA at 17x, and AMD at 40x.
More to come on the call.
Source: Gene Munster
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Hardik Shah8 hours ago
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Supermicro Launches H15 Servers With 6th Gen AMD EPYC CPUs - $Super Micro Computer(SMCI.US) $AMD(AMD.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:
➤ 𝗦𝘂𝗽𝗲𝗿𝗺𝗶𝗰𝗿𝗼 unveils its next-generation 𝗛𝟭𝟱 server portfolio.
➤ Systems use 𝟲𝘁𝗵 𝗚𝗲𝗻 𝗔𝗠𝗗 𝗘𝗣𝗬𝗖 𝟵𝟬𝟬𝟲 CPUs.
➤ H15 supports up to 𝟮𝟱𝟲 𝗰𝗼𝗿𝗲𝘀 and 𝟱𝟭𝟮 𝘁𝗵𝗿𝗲𝗮𝗱𝘀.
➤ Platform delivers up to 𝟭.𝟳𝘅 generational CPU performance improvement.
➤ New systems offer 𝟯𝟯% more cores and 𝟮𝘅 PCIe bandwidth.
➤ Memory bandwidth rises up to 𝟮.𝟲𝘅 for demanding workloads.
➤ Portfolio targets 𝗰𝗹𝗼𝘂𝗱, 𝗛𝗣𝗖, storage, enterprise, and agentic AI.
➤ New 𝟱𝗨 servers support up to 𝟭𝟬 AMD Instinct MI350P GPUs.
➤ 𝗔𝗠𝗗 𝗛𝗲𝗹𝗶𝗼𝘀 delivers a liquid-cooled 𝟳𝟮-𝗚𝗣𝗨 rack-scale platform.
➤ FlexTwin enables 𝟵𝟲 EPYC 9006 CPUs in one 𝟰𝟮𝗨 rack.
👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:
𝗩𝗶𝗸 𝗠𝗮𝗹𝘆𝗮𝗹𝗮, Chief Business Officer at Supermicro:
"The latest AMD powered additions to our DCBBS family deliver the next generation of AI infrastructure, optimized for high performance, rapid scalability, and peak efficiency. Backed by our global services team, resilient U.S. supply chain, and consistent investment in US AI innovation, we continue to help customers deploy and scale AI with confidence."
𝗗𝗮𝗻 𝗠𝗰𝗡𝗮𝗺𝗮𝗿𝗮, Senior Vice President and General Manager, Compute and Enterprise AI, AMD:
"As enterprises scale agentic AI, they need infrastructure that delivers exceptional performance, efficiency, and flexibility. By combining the latest AMD EPYC CPUs, Instinct GPUs, and AMD Pensando networking with Supermicro's modular server and rack-scale designs, customers can deploy AI infrastructure faster while improving utilization, reducing energy consumption, and lowering total cost of ownership."
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Hardik Shah8 hours ago
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Advanced Micro Devices - Joint AMD-Cerebras Solution to Be Available via Cerebras Cloud in H2 2026 - $AMD(AMD.US) $Cerebras(CBRS.US)
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Equity research14 hours ago
Former Senior Director, SoC Design & Development, Data Centre & AI Group at Intel:
"USD 120bn server CPU TAM forecast by 2030 is considered conservative, with physical AI, edge inference and agentic orchestration potentially driving 30-40% upward revision within one year."
> Market Split & AMD's Rise: The x86 server CPU market is currently split roughly 60/40 between x86 and Arm. Within x86, AMD commands nearly 50% of the server segment following years of historical Intel dominance.
> Agentic AI & CPU-to-GPU Ratios: Agentic AI workloads and mixture-of-experts models are dramatically reversing the historical training-phase GPU-to-CPU ratio (which favored GPUs heavily at 4:1 up to 8:1) back towards a 1:1 or 1:2 ratio, with expectations to hit 1:8 in favor of CPUs within a year due to intensive reasoning and orchestration demands.
> Conservative TAM Forecasts: The USD 120bn server CPU Total Addressable Market (TAM) forecast by 2030 is viewed as conservative. Physical AI, edge inference, and agentic orchestration could potentially drive a 30-40% upward revision within a year.
> Competitive Landscape (Venice vs. Diamond Rapids): AMD's Venice architecture (reaching 256 cores) provides it with an unofficial 12-month head start over Intel's Diamond Rapids, making AMD breaching a 50% x86 server share by the end of 2027 a realistic possibility.
> Intel's Structural Advantage: Despite operating as two distinct business entities, Intel’s tight internal coupling between design and manufacturing provides an inherent 20-30% architectural advantage once foundry execution and the 18A node stabilize.
> Arm's Core Demand Impact: Arm's CEO, Rene Haas, noted that Agentic AI is scaling CPU core demand up to 4x higher, pushing up to 120 million cores per gigawatt.
> Supply Constraints: Current severe shortages—with AMD sold out through the end of 2026 and lead times hitting 30-plus weeks, while Intel underships true demand by roughly 20%—are tied to the entire integrated ecosystem of advanced front-end logic wafer capacity and tied-in packaging capacity rather than memory.
> Volume vs. ASP Strategy: About 66% of AMD's server CPU growth comes from unit volume increases rather than Average Selling Price (ASP) expansion, contrasting with Intel's historical high-ASP strategy.
$Intel(INTC.US) $AMD(AMD.US)
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Hardik Shah15 hours ago
$Super Micro Computer(SMCI.US) | Mizuho 𝐜𝐮𝐭𝐬 𝐏𝐓 on 𝐒𝐮𝐩𝐞𝐫 𝐌𝐢𝐜𝐫𝐨 𝐂𝐨𝐦𝐩𝐮𝐭𝐞𝐫 to $𝟑𝟒 from $𝟒𝟒, maintains 𝐍𝐞𝐮𝐭𝐫𝐚𝐥
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dingdongbellRate Of Return18 hours ago
$AMD(AMD.US)
AMD is going places. She has joined Nvidia and the others in the circular financing scene with the latest Anthropic deal.
Talking about circular financing, it has been catching on such that even the Premier league teams use it to bypass regulations. Chelsea overpaid for a player from Aston Villa. Villa conveniently bought a player from Chelsea as a loan to buy and the amount offsets. Off course they term it properly so as to make it permissible.
So back to AMD, they invest in Anthropic and Anthropic buys their chips. Everyone is happy. Yay!
@Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards!
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morning_wind20 hours ago
62. The moat of Nvidia's CUDA is being rapidly eroded. On one hand, with the advent of AI, building this ecosystem has become much easier than before because AI can write code. — Liang Sheng from Deepseek.
From this perspective, it is very logical that $AMD(AMD.US) remains largely unscathed in this round. $NVIDIA(NVDA.US) needs a more comprehensive moat, including supply chain, communications, etc.
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Serenity22 hours ago
$Intel(INTC.US) and $AMD(AMD.US) to sign CPU LTAs with Chinese customers for AI DCs (Reuters).
- Prices of some CPU products have risen more than 40% in China since the start of the year from sources.
- Month-on-month increases topping 10% for some products
CPUs were already a bottleneck, following CPU ratios due to AI inference...
But the broader trend of LTAs seems to be appearing from:
- Memory, with $Micron Tech(MU.US), Samsung, $Sandisk(SNDK.US), and SK Hynix signing DRAM/NAND LTAs.
- Photonics, with $Lumentum(LITE.US), $Coherent Corp.(COHR.US) signing EML LTAs. And recent Trendforce reports that $AMD(AMD.US) and hyperscalers are now pursuing CW LTAs.
And I'm sure there's many more from MLCCs to all the way to substrates.
+1 for the bottleneck investors... hard to be a "bubble that pops" if you have take or pay demand spanning multiple years.
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Paradi Lab1 day ago, 01:05 PM
BofA & UBS are advising clients to buy AI momentum stocks:
BofA - August is historically the best month for their basket of momentum names such as $AMD(AMD.US), $Sandisk(SNDK.US) and $Micron Tech(MU.US).
UBS - "Improving AI fundamentals are a signal to buy the dip."
According to UBS' brokerage data, hedge funds have cut long positions in US semis by ~5% of gross market value (one of the biggest reductions on record).
Which has resulted in net positioning in semis at Q1 levels, leading to both BofA and UBS positioning themselves as more bullish than earlier on.
Probably because of the downside momentum unwind / profit taking easing up now.
Cool to see institutional trading desks broadly align with retail sentiment on X.
With many AI names now back at more compelling levels.
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Equity research1 day ago, 11:02 AM
BofA: Anthropic & AMD Deal
Key Takeaways from the Anthropic Partnership
> Partnership Details: AMD announced a partnership with Anthropic to deploy up to 2GW of AMD MI450 Series AI GPUs starting in the first half of 2027.
> Financial Commitments: AMD committed to a $5 billion strategic equity investment and will use Anthropic's Claude in research and development (R&D) projects.
> Expanded Engagements: This deal expands AMD's MI engagements to four major customers: Anthropic, OpenAI (likely via Microsoft cloud), Oracle, and Meta.
> Financial Upside: The engagement indicates at least a $10 billion to $15 billion upside to current consensus expectations of $35 billion to $40 billion for CY27 MI sales.
Analyst Event & Product Outlook
> Advancing AI Event: Pre-announcements involving Microsoft and Anthropic serve as incremental positives ahead of AMD's analyst event.
> Server CPU Roadmap: The event is expected to spotlight the server CPU roadmap (specifically upcoming Venice CPUs) and how they compete against NVIDIA's Vera in the agentic AI era.
> CoWoS Supply & Sales Potential: Latest TSMC Chip-on-Wafer-on-Substrate (CoWoS) supply estimates point to roughly 1.4 million MI450 Series GPU units in CY27, which could surpass $40 billion in sales assuming a $30k average selling price (ASP).
$AMD(AMD.US)
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Hardik Shah1 day ago, 09:51 AM
📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: 📢 𝗝𝗨𝗦𝗧 𝗜𝗡: BofA Sees Server CPU Market Reaching $𝟭𝟳𝟬 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 by 2030 - $AMD(AMD.US) $Intel(INTC.US) $NVIDIA(NVDA.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:
➤ 𝗕𝗮𝗻𝗸 𝗼𝗳 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 projects the server CPU market at $𝟭𝟳𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 by 2030.
➤ BofA reiterates a 𝗕𝘂𝘆 rating and $𝟯𝟱𝟬 price target on 𝗡𝗩𝗜𝗗𝗜𝗔.
➤ 𝗡𝗩𝗜𝗗𝗜𝗔's 𝗩𝗲𝗿𝗮 CPU intensifies competition with 𝗔𝗠𝗗 in AI infrastructure.
➤ BofA says the key debate is 𝗹𝗮𝘁𝗲𝗻𝗰𝘆 versus 𝘁𝗵𝗿𝗼𝘂𝗴𝗵𝗽𝘂𝘁 for agentic AI.
➤ Vera features 𝟴𝟴 𝗔𝗥𝗠-based cores and 𝟭.𝟮𝗧𝗕/𝘀 memory bandwidth.
➤ BofA says AMD estimates 𝗘𝗣𝗬𝗖 𝟵𝟵𝟲𝟱 delivers about 𝟮.𝟰𝘅 rack-level throughput.
➤ AMD projects next-generation 𝗘𝗣𝗬𝗖 𝟲 could deliver roughly 𝟯.𝟯𝘅 throughput.
➤ 𝗔𝗠𝗗 𝗔𝗜 𝟮𝟬𝟮𝟲 𝗗𝗮𝘆 is seen as the next key catalyst.
➤ BofA says 𝘅𝟴𝟲 software incumbency could remain a long-term advantage for AMD and Intel.
👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:
𝗩𝗶𝘃𝗲𝗸 𝗔𝗿𝘆𝗮, Analyst at Bank of America:
"The key question for investors is whether agentic AI is primarily constrained by time-to-complete an agent or number-of-agents-per-rack."
"NVDA's framework is rooted in latency, per-thread progress, and GPU utilization. AMD's framework is rooted in concurrency, throughput, and service density."
"Our expectation is that AMD's Thursday event will be less about benchmark comparisons and more about establishing the industry's preferred metric."
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NewUser_zS0M8w Nebius Return RateMicrosoft1 day ago, 09:05 AM
$Super Micro Computer(SMCI.US) Smci jumped higher, fueled by a robust update that it expects to nearly double its gross margins in upcoming quarters. The company highlighted a staggering new order intake of more than $60 billion in the fourth quarter of fiscal 2026, pushing its backlog to an all-time high. Such volume underscores strong demand for Supermicro's customized server solutions amid the ongoing AI hardware surge. Smci's servers integrate chips from industry heavyweights like Nvidia, Intel, and AMD. The company recently teased big projects, including a new gigawatt-scale AI data center for SpaceX and XAI, highlighting its role in powering next-generation AI infrastructure. I believe this is currently one of the better stocks for swing trading if you are patient enough. @Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards!
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Hardik Shah1 day ago, 09:01 AM
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Hewlett Packard Enterprise(HPE.US) HPE Selected for Multiple U.S. DOE Genesis Mission AI Projects
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:
➤ 𝗛𝗣𝗘 selected for multiple 𝗨.𝗦. 𝗗𝗢𝗘 𝗚𝗲𝗻𝗲𝘀𝗶𝘀 𝗠𝗶𝘀𝘀𝗶𝗼𝗻 R&D projects.
➤ Projects span 𝗔𝗜, networking, cybersecurity, weather, and scientific discovery.
➤ HPE will deliver the 𝗟𝘂𝘅 AI supercomputer with 𝗔𝗠𝗗 and 𝗢𝗮𝗸 𝗥𝗶𝗱𝗴𝗲.
➤ 𝗟𝘂𝘅 is expected to be the first dedicated AI system for science.
➤ Genesis Mission integrates 𝗔𝗜, supercomputing, quantum, and scientific instruments.
➤ HPE will develop an 𝗮𝗴𝗲𝗻𝘁𝗶𝗰 𝗳𝘂𝘀𝗶𝗼𝗻 AI co-pilot for fusion research.
➤ 𝗦𝘄𝗮𝗿𝗺𝗦𝗹𝗶𝗰𝗲𝗿 targets AI-powered robotics on next-generation 𝟲𝗚 networks.
➤ 𝗦𝗽𝗼𝘁𝘁𝗲𝗿-𝗔𝗜 focuses on cybersecurity for scientific AI workflows.
➤ HPE will also advance AI for weather forecasting and distributed scientific workflows.
👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:
𝗔𝗻𝗱𝗿𝗲𝘄 𝗪𝗵𝗲𝗲𝗹𝗲𝗿, Deputy CTO, Senior Vice President and Director of HPE Labs:
“We have a deep, decades-long R&D partnership with the U.S. Department of Energy and its national laboratories that has ushered in world-leading innovation in scientific computing. We’re proud to expand our R&D collaboration, on top of delivering cutting-edge integrated AI systems, to contribute to the Genesis Mission and accelerate the nation’s AI-driven science and engineering initiatives.”
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AllIn Call1 day ago, 03:28 AM
amd advancing ai is today and tomorrow, helios rack systems going to msft meta openai oracle. lisa su basically challenging nvidia head on. stock +4% riding it. i want to hear the mi450 roadmap before i size up but the setup looks good
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Dacai1 day ago, 10:30 PM
It is difficult to tell if this recovery in chip stocks is a dead cat bounce. My gut feeling says no as the AI infrasture demand is real but the market is moved by smart money and what we can do is size our positions according to our risk appetite and set stop losses.
C
Captain's Watch
☕️ [Task Coins Giveaway] Daily Market Talk — Chips Explode, Tesla & Google Tonight
Memory stocks went vertical (MU +12%, SNDK +14%) on UBS's buy call, while Nvidia declared Vera Rubin in full production. Next up: Tesla and Alphabet report tonight, the first real test of whether AI capex is turning into cash.
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LSBRate Of Return1 day ago, 10:26 PM
memory stocks still got room to up as previous week drop.
just try buy on dip or hold it if already brought.
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Captain's Watch
☕️ [Task Coins Giveaway] Daily Market Talk — Chips Explode, Tesla & Google Tonight
Memory stocks went vertical (MU +12%, SNDK +14%) on UBS's buy call, while Nvidia declared Vera Rubin in full production. Next up: Tesla and Alphabet report tonight, the first real test of whether AI capex is turning into cash.

Share your thoughts

Write something you'd like to share with our community...

D
Dolphin Research8 minutes ago
INTC: CPU price hikes as a 'stopgap', turnaround still hinges on foundry?
INTC reported Q2 2026 results after the US close on Jul 24 (Beijing time). The quarter covered the period ended Jun 2026.
Key points: 1) Core metrics. $Intel(INTC.US) delivered revenue of $16.1bn (+25% YoY), well above company guidance of $13.8–14.8bn.
Growth was driven by the Client business and the Data Center & AI segment, with CPU price increases the largest factor.
GPM was 40.4%. That was above the Street's 37.6%...
+12
IntelFinancial Analysis
A
AI Gossip1 hour ago
AMD’s new Venice processor and Instinct MI455X GPU are both in production at TSMC on 2nm, media report, adding AMD plans to have TSMC Arizona produce Venice as well (when fab ready). Both chips will use CoWoS-L advanced packaging.
Since CoWoS-L capacity remains tight, some orders for CoW to be done by ASE instead.
AMD’s MI455X and subsequent AI accelerator chips will use SoIC packaging (for 3D hybrid bonding), which SoIC capacity seen hitting 15,000-20,000 wafers per month by end-2026.
The MI455X uses SoIC to stack compute dies on top of 3nm Fabric and Cache dies (FCDs) before using CoWoS-L to connect them to HBM4 memory.
SoIC: System on Integrated Chips
CoWoS-L: Chip on Wafer on Substrate-LSI (Local Silicon Interconnect) $AMD(AMD.US) $Taiwan Semiconductor(TSM.US) $Advanced Semiconductor Engineering(ASX.US)
Source: Dan Nystedt
S
Serenity6 hours ago
From $AMD(AMD.US) Advancing AI, channel checks:
Helios networking partners told me they expect AMD to pursue CPO for future generations of Helios scale up networking.
And expects other hyperscalers + industry to go down the CPO route.
One AI infra executive at a company involved in a hyperscaler CPO programs said they had seen no indication of CPO scale up supply chain delays.
Pushing back on recent 3rd party delay reports.
This was informal commentary, not official AMD or partner guidance.
G
Gene Munster6 hours ago
$Intel(INTC.US) up 11% on June earnings.
• My bottom line. What's going on is much bigger than INTC. Results are a sign that we are still much early in AI than many think.
• I think of Intel CPUs as an accessory to the AI buildout. Its business is getting pulled along by NVDA.
• To put it into perspective, $NVIDIA(NVDA.US)’s GPU business is 13x bigger than Intels most exciting segment, DCAI, with NVDA expected to grow at 96% in July. Intel DCAI just printed 59% growth. Intel is more successful at beating the law of large numbers.
• Intel is great and there are better AI companies to own to invest in AI. Deepwater does not own shares.
• The guide ups have been getting larger over the past two quarters. Assuming they hit the high end of guidance, they guided Sep revenue up 11% this quarter, up 13% in Mar-25, up 1% in Dec-25, and up 3% in Sep-25.
• This is important because it’s a sign analysts are having a hard time keeping up with the true growth. That means the Street still doesn’t get the big picture of what’s going on. What is going on is we are earlier than most believe in AI infrastructure buildout.
• Margins are likely going to be flat in September, at 42%. That’s a good sign vs what we say from GOOG last night.
• NVDA is 13x bigger and almost 2x.Valuation: Intel trades at 61x CY27 EPS. NVDA at 17x, and AMD at 40x.
More to come on the call.
Source: Gene Munster
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Hardik Shah8 hours ago
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Supermicro Launches H15 Servers With 6th Gen AMD EPYC CPUs - $Super Micro Computer(SMCI.US) $AMD(AMD.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:
➤ 𝗦𝘂𝗽𝗲𝗿𝗺𝗶𝗰𝗿𝗼 unveils its next-generation 𝗛𝟭𝟱 server portfolio.
➤ Systems use 𝟲𝘁𝗵 𝗚𝗲𝗻 𝗔𝗠𝗗 𝗘𝗣𝗬𝗖 𝟵𝟬𝟬𝟲 CPUs.
➤ H15 supports up to 𝟮𝟱𝟲 𝗰𝗼𝗿𝗲𝘀 and 𝟱𝟭𝟮 𝘁𝗵𝗿𝗲𝗮𝗱𝘀.
➤ Platform delivers up to 𝟭.𝟳𝘅 generational CPU performance improvement.
➤ New systems offer 𝟯𝟯% more cores and 𝟮𝘅 PCIe bandwidth.
➤ Memory bandwidth rises up to 𝟮.𝟲𝘅 for demanding workloads.
➤ Portfolio targets 𝗰𝗹𝗼𝘂𝗱, 𝗛𝗣𝗖, storage, enterprise, and agentic AI.
➤ New 𝟱𝗨 servers support up to 𝟭𝟬 AMD Instinct MI350P GPUs.
➤ 𝗔𝗠𝗗 𝗛𝗲𝗹𝗶𝗼𝘀 delivers a liquid-cooled 𝟳𝟮-𝗚𝗣𝗨 rack-scale platform.
➤ FlexTwin enables 𝟵𝟲 EPYC 9006 CPUs in one 𝟰𝟮𝗨 rack.
👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:
𝗩𝗶𝗸 𝗠𝗮𝗹𝘆𝗮𝗹𝗮, Chief Business Officer at Supermicro:
"The latest AMD powered additions to our DCBBS family deliver the next generation of AI infrastructure, optimized for high performance, rapid scalability, and peak efficiency. Backed by our global services team, resilient U.S. supply chain, and consistent investment in US AI innovation, we continue to help customers deploy and scale AI with confidence."
𝗗𝗮𝗻 𝗠𝗰𝗡𝗮𝗺𝗮𝗿𝗮, Senior Vice President and General Manager, Compute and Enterprise AI, AMD:
"As enterprises scale agentic AI, they need infrastructure that delivers exceptional performance, efficiency, and flexibility. By combining the latest AMD EPYC CPUs, Instinct GPUs, and AMD Pensando networking with Supermicro's modular server and rack-scale designs, customers can deploy AI infrastructure faster while improving utilization, reducing energy consumption, and lowering total cost of ownership."
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Hardik Shah8 hours ago
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Advanced Micro Devices - Joint AMD-Cerebras Solution to Be Available via Cerebras Cloud in H2 2026 - $AMD(AMD.US) $Cerebras(CBRS.US)
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Equity research14 hours ago
Former Senior Director, SoC Design & Development, Data Centre & AI Group at Intel:
"USD 120bn server CPU TAM forecast by 2030 is considered conservative, with physical AI, edge inference and agentic orchestration potentially driving 30-40% upward revision within one year."
> Market Split & AMD's Rise: The x86 server CPU market is currently split roughly 60/40 between x86 and Arm. Within x86, AMD commands nearly 50% of the server segment following years of historical Intel dominance.
> Agentic AI & CPU-to-GPU Ratios: Agentic AI workloads and mixture-of-experts models are dramatically reversing the historical training-phase GPU-to-CPU ratio (which favored GPUs heavily at 4:1 up to 8:1) back towards a 1:1 or 1:2 ratio, with expectations to hit 1:8 in favor of CPUs within a year due to intensive reasoning and orchestration demands.
> Conservative TAM Forecasts: The USD 120bn server CPU Total Addressable Market (TAM) forecast by 2030 is viewed as conservative. Physical AI, edge inference, and agentic orchestration could potentially drive a 30-40% upward revision within a year.
> Competitive Landscape (Venice vs. Diamond Rapids): AMD's Venice architecture (reaching 256 cores) provides it with an unofficial 12-month head start over Intel's Diamond Rapids, making AMD breaching a 50% x86 server share by the end of 2027 a realistic possibility.
> Intel's Structural Advantage: Despite operating as two distinct business entities, Intel’s tight internal coupling between design and manufacturing provides an inherent 20-30% architectural advantage once foundry execution and the 18A node stabilize.
> Arm's Core Demand Impact: Arm's CEO, Rene Haas, noted that Agentic AI is scaling CPU core demand up to 4x higher, pushing up to 120 million cores per gigawatt.
> Supply Constraints: Current severe shortages—with AMD sold out through the end of 2026 and lead times hitting 30-plus weeks, while Intel underships true demand by roughly 20%—are tied to the entire integrated ecosystem of advanced front-end logic wafer capacity and tied-in packaging capacity rather than memory.
> Volume vs. ASP Strategy: About 66% of AMD's server CPU growth comes from unit volume increases rather than Average Selling Price (ASP) expansion, contrasting with Intel's historical high-ASP strategy.
$Intel(INTC.US) $AMD(AMD.US)
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Hardik Shah15 hours ago
$Super Micro Computer(SMCI.US) | Mizuho 𝐜𝐮𝐭𝐬 𝐏𝐓 on 𝐒𝐮𝐩𝐞𝐫 𝐌𝐢𝐜𝐫𝐨 𝐂𝐨𝐦𝐩𝐮𝐭𝐞𝐫 to $𝟑𝟒 from $𝟒𝟒, maintains 𝐍𝐞𝐮𝐭𝐫𝐚𝐥
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dingdongbellRate Of Return18 hours ago
$AMD(AMD.US)
AMD is going places. She has joined Nvidia and the others in the circular financing scene with the latest Anthropic deal.
Talking about circular financing, it has been catching on such that even the Premier league teams use it to bypass regulations. Chelsea overpaid for a player from Aston Villa. Villa conveniently bought a player from Chelsea as a loan to buy and the amount offsets. Off course they term it properly so as to make it permissible.
So back to AMD, they invest in Anthropic and Anthropic buys their chips. Everyone is happy. Yay!
@Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards!
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morning_wind20 hours ago
62. The moat of Nvidia's CUDA is being rapidly eroded. On one hand, with the advent of AI, building this ecosystem has become much easier than before because AI can write code. — Liang Sheng from Deepseek.
From this perspective, it is very logical that $AMD(AMD.US) remains largely unscathed in this round. $NVIDIA(NVDA.US) needs a more comprehensive moat, including supply chain, communications, etc.
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Serenity22 hours ago
$Intel(INTC.US) and $AMD(AMD.US) to sign CPU LTAs with Chinese customers for AI DCs (Reuters).
- Prices of some CPU products have risen more than 40% in China since the start of the year from sources.
- Month-on-month increases topping 10% for some products
CPUs were already a bottleneck, following CPU ratios due to AI inference...
But the broader trend of LTAs seems to be appearing from:
- Memory, with $Micron Tech(MU.US), Samsung, $Sandisk(SNDK.US), and SK Hynix signing DRAM/NAND LTAs.
- Photonics, with $Lumentum(LITE.US), $Coherent Corp.(COHR.US) signing EML LTAs. And recent Trendforce reports that $AMD(AMD.US) and hyperscalers are now pursuing CW LTAs.
And I'm sure there's many more from MLCCs to all the way to substrates.
+1 for the bottleneck investors... hard to be a "bubble that pops" if you have take or pay demand spanning multiple years.
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Paradi Lab1 day ago, 01:05 PM
BofA & UBS are advising clients to buy AI momentum stocks:
BofA - August is historically the best month for their basket of momentum names such as $AMD(AMD.US), $Sandisk(SNDK.US) and $Micron Tech(MU.US).
UBS - "Improving AI fundamentals are a signal to buy the dip."
According to UBS' brokerage data, hedge funds have cut long positions in US semis by ~5% of gross market value (one of the biggest reductions on record).
Which has resulted in net positioning in semis at Q1 levels, leading to both BofA and UBS positioning themselves as more bullish than earlier on.
Probably because of the downside momentum unwind / profit taking easing up now.
Cool to see institutional trading desks broadly align with retail sentiment on X.
With many AI names now back at more compelling levels.
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Equity research1 day ago, 11:02 AM
BofA: Anthropic & AMD Deal
Key Takeaways from the Anthropic Partnership
> Partnership Details: AMD announced a partnership with Anthropic to deploy up to 2GW of AMD MI450 Series AI GPUs starting in the first half of 2027.
> Financial Commitments: AMD committed to a $5 billion strategic equity investment and will use Anthropic's Claude in research and development (R&D) projects.
> Expanded Engagements: This deal expands AMD's MI engagements to four major customers: Anthropic, OpenAI (likely via Microsoft cloud), Oracle, and Meta.
> Financial Upside: The engagement indicates at least a $10 billion to $15 billion upside to current consensus expectations of $35 billion to $40 billion for CY27 MI sales.
Analyst Event & Product Outlook
> Advancing AI Event: Pre-announcements involving Microsoft and Anthropic serve as incremental positives ahead of AMD's analyst event.
> Server CPU Roadmap: The event is expected to spotlight the server CPU roadmap (specifically upcoming Venice CPUs) and how they compete against NVIDIA's Vera in the agentic AI era.
> CoWoS Supply & Sales Potential: Latest TSMC Chip-on-Wafer-on-Substrate (CoWoS) supply estimates point to roughly 1.4 million MI450 Series GPU units in CY27, which could surpass $40 billion in sales assuming a $30k average selling price (ASP).
$AMD(AMD.US)
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Hardik Shah1 day ago, 09:51 AM
📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: 📢 𝗝𝗨𝗦𝗧 𝗜𝗡: BofA Sees Server CPU Market Reaching $𝟭𝟳𝟬 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 by 2030 - $AMD(AMD.US) $Intel(INTC.US) $NVIDIA(NVDA.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:
➤ 𝗕𝗮𝗻𝗸 𝗼𝗳 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 projects the server CPU market at $𝟭𝟳𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 by 2030.
➤ BofA reiterates a 𝗕𝘂𝘆 rating and $𝟯𝟱𝟬 price target on 𝗡𝗩𝗜𝗗𝗜𝗔.
➤ 𝗡𝗩𝗜𝗗𝗜𝗔's 𝗩𝗲𝗿𝗮 CPU intensifies competition with 𝗔𝗠𝗗 in AI infrastructure.
➤ BofA says the key debate is 𝗹𝗮𝘁𝗲𝗻𝗰𝘆 versus 𝘁𝗵𝗿𝗼𝘂𝗴𝗵𝗽𝘂𝘁 for agentic AI.
➤ Vera features 𝟴𝟴 𝗔𝗥𝗠-based cores and 𝟭.𝟮𝗧𝗕/𝘀 memory bandwidth.
➤ BofA says AMD estimates 𝗘𝗣𝗬𝗖 𝟵𝟵𝟲𝟱 delivers about 𝟮.𝟰𝘅 rack-level throughput.
➤ AMD projects next-generation 𝗘𝗣𝗬𝗖 𝟲 could deliver roughly 𝟯.𝟯𝘅 throughput.
➤ 𝗔𝗠𝗗 𝗔𝗜 𝟮𝟬𝟮𝟲 𝗗𝗮𝘆 is seen as the next key catalyst.
➤ BofA says 𝘅𝟴𝟲 software incumbency could remain a long-term advantage for AMD and Intel.
👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:
𝗩𝗶𝘃𝗲𝗸 𝗔𝗿𝘆𝗮, Analyst at Bank of America:
"The key question for investors is whether agentic AI is primarily constrained by time-to-complete an agent or number-of-agents-per-rack."
"NVDA's framework is rooted in latency, per-thread progress, and GPU utilization. AMD's framework is rooted in concurrency, throughput, and service density."
"Our expectation is that AMD's Thursday event will be less about benchmark comparisons and more about establishing the industry's preferred metric."
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NewUser_zS0M8w Nebius Return RateMicrosoft1 day ago, 09:05 AM
$Super Micro Computer(SMCI.US) Smci jumped higher, fueled by a robust update that it expects to nearly double its gross margins in upcoming quarters. The company highlighted a staggering new order intake of more than $60 billion in the fourth quarter of fiscal 2026, pushing its backlog to an all-time high. Such volume underscores strong demand for Supermicro's customized server solutions amid the ongoing AI hardware surge. Smci's servers integrate chips from industry heavyweights like Nvidia, Intel, and AMD. The company recently teased big projects, including a new gigawatt-scale AI data center for SpaceX and XAI, highlighting its role in powering next-generation AI infrastructure. I believe this is currently one of the better stocks for swing trading if you are patient enough. @Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards!
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Hardik Shah1 day ago, 09:01 AM
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Hewlett Packard Enterprise(HPE.US) HPE Selected for Multiple U.S. DOE Genesis Mission AI Projects
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:
➤ 𝗛𝗣𝗘 selected for multiple 𝗨.𝗦. 𝗗𝗢𝗘 𝗚𝗲𝗻𝗲𝘀𝗶𝘀 𝗠𝗶𝘀𝘀𝗶𝗼𝗻 R&D projects.
➤ Projects span 𝗔𝗜, networking, cybersecurity, weather, and scientific discovery.
➤ HPE will deliver the 𝗟𝘂𝘅 AI supercomputer with 𝗔𝗠𝗗 and 𝗢𝗮𝗸 𝗥𝗶𝗱𝗴𝗲.
➤ 𝗟𝘂𝘅 is expected to be the first dedicated AI system for science.
➤ Genesis Mission integrates 𝗔𝗜, supercomputing, quantum, and scientific instruments.
➤ HPE will develop an 𝗮𝗴𝗲𝗻𝘁𝗶𝗰 𝗳𝘂𝘀𝗶𝗼𝗻 AI co-pilot for fusion research.
➤ 𝗦𝘄𝗮𝗿𝗺𝗦𝗹𝗶𝗰𝗲𝗿 targets AI-powered robotics on next-generation 𝟲𝗚 networks.
➤ 𝗦𝗽𝗼𝘁𝘁𝗲𝗿-𝗔𝗜 focuses on cybersecurity for scientific AI workflows.
➤ HPE will also advance AI for weather forecasting and distributed scientific workflows.
👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:
𝗔𝗻𝗱𝗿𝗲𝘄 𝗪𝗵𝗲𝗲𝗹𝗲𝗿, Deputy CTO, Senior Vice President and Director of HPE Labs:
“We have a deep, decades-long R&D partnership with the U.S. Department of Energy and its national laboratories that has ushered in world-leading innovation in scientific computing. We’re proud to expand our R&D collaboration, on top of delivering cutting-edge integrated AI systems, to contribute to the Genesis Mission and accelerate the nation’s AI-driven science and engineering initiatives.”
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AllIn Call1 day ago, 03:28 AM
amd advancing ai is today and tomorrow, helios rack systems going to msft meta openai oracle. lisa su basically challenging nvidia head on. stock +4% riding it. i want to hear the mi450 roadmap before i size up but the setup looks good
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Dacai1 day ago, 10:30 PM
It is difficult to tell if this recovery in chip stocks is a dead cat bounce. My gut feeling says no as the AI infrasture demand is real but the market is moved by smart money and what we can do is size our positions according to our risk appetite and set stop losses.
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Captain's Watch
☕️ [Task Coins Giveaway] Daily Market Talk — Chips Explode, Tesla & Google Tonight
Memory stocks went vertical (MU +12%, SNDK +14%) on UBS's buy call, while Nvidia declared Vera Rubin in full production. Next up: Tesla and Alphabet report tonight, the first real test of whether AI capex is turning into cash.
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LSBRate Of Return1 day ago, 10:26 PM
memory stocks still got room to up as previous week drop.
just try buy on dip or hold it if already brought.
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Captain's Watch
☕️ [Task Coins Giveaway] Daily Market Talk — Chips Explode, Tesla & Google Tonight
Memory stocks went vertical (MU +12%, SNDK +14%) on UBS's buy call, while Nvidia declared Vera Rubin in full production. Next up: Tesla and Alphabet report tonight, the first real test of whether AI capex is turning into cash.

AMD 2X Long ETF

AMD 2X Long ETF

INTC: CPU price hikes as a 'stopgap', turnaround still hinges on foundry?

INTC: CPU price hikes as a 'stopgap', turnaround still hinges on foundry?