AJ's AMD Analysis
@alojoh ↗$236.73
$385.41B
Current Outlook
Short-Term
⚪N/A
Next 3-6 months
Long-Term
⚪N/A
1+ year horizon
Price Target
None given
See deep dive for context
AJ's Ongoing Thesis
- One of AJ's top picks
- Extremely aggressive management guidance
- Business wins providing confidence
- OpenAI buying AMD due to Nvidia supply constraints
- 'Least expensive growth' on PEG ratio (with MU and NVDA)
All AMD Posts
Complete post history from AJ
AJ$AMD📢 New Call
“OpenAI is buying AMD chips due to Nvidia supply constraints. This is the validation AMD bulls have been waiting for.”
🟢 Bullish$119 → $237 (+99.4%)
❤️ 2.8k🔁 680
View on X →AJ$AMD
“MI300X adoption exceeding expectations. Server market share gains accelerating. This is the AI play hiding in plain sight.”
🟢 Bullish$116 → $237 (+104.4%)
❤️ 1.6k🔁 410
View on X →AJ$AMD
“AMD was one of our top recommendations. The thesis remains intact.”
🟢 Bullish$112 → $237 (+110.6%)
View on X →
AJ$AMD
“Extremely aggressive management guidance, business wins provide confidence. One of the 'least expensive growth' plays on PEG ratio.”
🟢 Bullish$109 → $237 (+117.4%)
View on X →
AJ$AMD🎬 Deep Dive🎬📊
“AMD Deep Dive: 45 slides breaking down the datacenter opportunity. MI300 is just the beginning — ROCm ecosystem maturing fast.”
🟢 Bullish$105 → $237 (+125.0%)
❤️ 2.1k🔁 520
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