Added to YB: 2026-07-31
Pitch date: 2026-07-28
AMD [bullish]
Advanced Micro Devices, Inc.
+7.23%
current return
Author Info
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Company Info
Advanced Micro Devices, Inc. operates as a semiconductor company internationally. It operates in three segments: Data Center, Client and Gaming, and Embedded.
Market Cap
$700.4B
Pitch Price
$452.68
Price Target
1.8K (+266%)
Dividend
N/A
EV/EBITDA
89.08
P/E
143.24
EV/Sales
18.48
Sector
Semiconductors and Semiconductor Equipment
Category
growth
AMD Deep Dive (updated)
AMD: Largest holding via LEAPS. ~$520, $868B cap, +144% YTD. Base case $1,666 by 2030 (~29% CAGR). Helios rack ships Sept 2026; ~15GW contracted (OpenAI, Meta, Anthropic). Server CPU mkt seen $220B by 2030, 50%+ share. 2026E 70x P/E. Risks: Helios execution, ROCm/CUDA gap, Nvidia, supply/power.
Read full article (18 min)