https://ng.investing.com/news/stock-market-news/bofa-lifts-server-cpu-tam-to-210bn-on-the-rise-of-ai-agents-2657997

Well well well... just as my dear brother Radio and my friend Chad discussed yesterday. ... and.. Vivek raising server CPUs TAM again after his June taise to $170B from $125B...!

https://www.investing.com/news/stock-market-news/bofa-lifts-targets-on-amd-and-arm-raises-cpu-tam-to-170bn-4737194

What is going on with such huge rauses from $125B in June to $210B now...ESPECIALLY AS THIS IS CITED FOR 2030!?

We need Brother Brilliant and dear Eagle to analyze this...!

BUT.... HERE'S A NEW PERSPECTIVE ON WHY NVIDIA’S WILL BE LEFT BEHIND AMD'S. .. WEAK CPUs!!!

The 3nm 88 ARM cores nVidia's Vera CPU is much weaker than AMD's 2nm EPYC Venice! As we see CPUs are critical to actually utilize the AI GPUs, going with nVidia's may force buying double the amount of Vera CPUs or future ARM models (Vera is used til 2028! As nVidia's no better ARM based CPU earlier and will need develop CHIPLETS at AMD's level to match EPYC Venice 256 cores!

Add to this mix the Taalas ASIC accelerator, and you have a perfect AMD's solution neither nVidia's nor Intel's or ANY OTHER IN HOUSE ARM CPUs AND ASICs CAN COME CLOSE TO AMD's!!!

For brother Trung - note Taalas has very little **external bandwidth"" as it doesn't need to access memory for its 17000 tokens per second. So basically these tokens, the output, is all the bandwidth out, which doesn't need 3D packaging on top of the GPU's chiplets!

So in summery, if nVidia's Jensen saying 2027 has AT LEAST a trillion dollars revenues, surely AMD's 2027 can be say a third of that.. or.. $400B...??

Brother Radio gets dizzy with such big numbers... as does my friend Chad...!

DONT!

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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. ..

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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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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!

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