Advanced Micro Devices Inc (NASDAQ:AMD) is one of the 10 Buzzing Stocks Everyone is Talking About. HSBC’s Frank Lee raised his price target on AMD to $200, predicting $8 billion in AI revenues. AMD’s strong data center growth and competitive edge over Intel are driving its success. Global data center demand could surge by 160% by 2030, benefiting AMD.
Longriver Partners Fund in its second quarter 2025 investor letter discussed Advanced Micro Devices, Inc (NASDAQ:AMD). Nvidia’s NVLink is a key technology for training at scale, but AMD’s approach to handling inference tasks independently, one GPU at a time, may reduce the importance of networking and challenge Nvidia’s edge in tightly integrated systems.
Read more at Yahoo Finance: Analyst With $200 Advanced Micro Devices (AMD) Price Target Explains Why He’s Bullish, Sees ‘Big Reversal’ in AI Revenue