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AMD — Ruslan Averin's Analysis · 1 entries

  1. 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.