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AMD — Ruslan Averin's Analysis · 2 entries

  1. AMD Reports Tonight After a 125% Rally — What Has to Be in the Print
    ·6 min read

    AMD Reports Tonight After a 125% Rally — What Has to Be in the Print

    Ruslan Averin on August 4: AMD reports at 5 p.m. ET after a 125% year-to-date run. Street wants $11.3B and $1.61. The MI400 and Helios guide matter more.

  2. AMD (AMD) Is Up 130% in 2026 — Friday's Pop Was Geopolitics, the Real Story Is the Data Center
    ·3 min read

    AMD (AMD) Is Up 130% in 2026 — Friday's Pop Was Geopolitics, the Real Story Is the Data Center

    AMD rose 4.7% on June 12 as semis rallied on a Trump-Iran breakthrough — but the durable story is a data-center segment up 57% YoY and a BofA target of $560.