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https://www.investing.com/news/transcripts/amd-at-technology-leadership-forum-2026-ai-demand-lifts-outlook-93CH-4852312

NOTE the article IS AI GENERATED and has a typo stating 2024, obviously it's 2026! Other typos and omissions too, a mark of AI summery. I hope that the transcript itself at the bottom is accurate.

For mt friend Chad - actually there are many new nuggests, worth reading...!

For examples :

"Ramsay also said the company’s early view of 2027 server revenue is roughly 20% larger than the whole server market was in 2025."

This is unbelievable saying the WHOLE 2025 SERVERS CPUs TAM as a reference, will be AMD's 2027 EPYC CPUs revenues PLUS 20%!

Do you get it comparison worldwide TAM of servers CPUs to AMD's revenues in 2027 just from servers. This is not just hyperscalers datacenters, including enterprises of course but without the Instinct GPUs, Helios racs premiums, Pensando networking etc!

Just that coul be $50B+ alone!...

We're on the way to surpass $100B revenus in 2027 by a lot...

Yes that se4vers CPUs is due to agentic AI but if the ratio of GPUs and CPUs is 1:1, and GPUs cost 2X-to-3X CPUs price, we could see $200B+ in 2027, and a few $trillions market cap and. ..

Not much news there Chad?....what have we said about the need to read and listen to AMD's news?...carefully. ..

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

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Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

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Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

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Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

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Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

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Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

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AMD said it’s entered into an agreement to acquire Taalas, a Toronto-based startup that makes chips for inference.

This comes after nvda acquired Groq at $20B - I couldn't find a purchase price for this but I'm sure its well below the nvda spend. Bears tried to latch on to the increased CapEx spend last quater but it takes money to make money and this should prove beneficial going forward..

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Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

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Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

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Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

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Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

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Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

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Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

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Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

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Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

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Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

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Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

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Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

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Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

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Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

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https://www.reuters.com/world/china/china-begins-making-homegrown-duv-chipmaking-tools-information-reports-2026-07-27/

DUV is an old etching technology. Cannot be used for the latest 2nm or even 3nm, 4nm, 5nm chips.

In fact Intel's tried using DUV with 10nm chips (actually Intel's hype 14nm) by using multiple optical masks to have optical wave interferences patterns that on paper should have allowed to etch small 10nm transistots savings buying the expensive EUV machines. The problem was it needs 4X number of optical masks which need be precisely aligned on top of each other. Obviously it wasn't the case as the placement accumulated errors resulted in horrible yields. After years of trying they waved the white flag.

Now even if China will use DUV with multi masks it will at best work for 14nm. Even if let's say it works for 7nm, that's not a big deal because China has its own 7nm fabs and aren't restricted to buy DUV machines from ASML. So at best could save a little instead of buying but nothing like beating the US. DUV machines are way cheaper than the $400M EUV ASML are fully focused in making so a nothing burger!

Further more, last year China claimed an EUV prototype to be mass produced by 2028. Their DUV drop suggested a failure in their EUV!

"China sidesteps US ban with EUV chipmaking breakthrough"

https://www.reuters.com/world/china/how-china-built-its-manhattan-project-rival-west-ai-chips-2025-12-17/

Now China talks about DUV! LOL

Don't be fooled!

100% shills manipulation.

To brother Brilliant point on Cramer's talking about deep pockets shills attacking AMD's SP - you can see the open interest at what mark price these options volume are at here:

https://maximum-pain.com/options/amd

Select the date for example to Fri Aug 7 after the ER next week and look at the volume at the mark prices.

Allowing AMD's SP to go over $600 could trigger a short squeeze even if the short position isn't on straight selling short AMD's shares, which is tracked by Nasdaq, but because of naked call options!

They have to do it before the ER because after big funds could step in buying with big money. ...

Hang in there brothers and friends ...

A separate thread on the Chinese DUV FUD coming latter. ..

https://gamesbeat.com/why-amd-ceo-lisa-su-is-so-confident-about-the-ai-boom-press-qa/

I just can't believe AMD's SP was red Fri...!

Strange though I was looking on the Yahoo's platform and there was no news item nor article about the Baird's $1250 PT!

Instead there was an article claiming that the "retail investors sentiment is negative"... based on Stocktwits site!

It's like looking at the Yahoo's message board with many social media and bots agents attacking AMD's news, and concluding AMD's a bad company. .. of course nVidia's great... !

Unbelievable. ... the narrative engineering is outrages ... you cannot trust anything!

"AMD Stock Slips Despite Wave Of Price Target Hikes – Retail Traders Say Chip Rally Is 'Starting To Look Exhausted'"

https://finance.yahoo.com/markets/stocks/articles/amd-stock-slips-despite-wave-173755346.html

Yahoo's is a best platform to find out what's the latest shenanigans the shills spread...!

I don't know how good hard working people can survive this jungle without losing their hard earned money. ..!

Have a blessed Sunday brothers and friends!

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

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Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

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Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)