Kevinative

Here for mostly non-corporate news financial and political. I always order the chili, at least once.

[Daniel Romero @HyperTechInvest]

UBS lifts $AMD to $670 from $455

Analyst Timothy Arcuri sees EPYC CPU racks gaining strong adoption, citing:

• AMD’s edge in core count
• Strong multithreading performance
• The strength of the x86 software ecosystem

He expects AMD to take outsized incremental share, given $INTC roadmap and supply problems

Key Estimates

• 2026 CPU server revenue held at $16B
• 2027 raised to $23B, from $21B
• 2028 raised to $29B, from $27B
• 2030 CPU server revenue raised to $50B, from $41B

UBS assumes a 60/40 x86-vs-ARM split in the standalone segment, while still conceding that $ARM takes around 70% of the head-node server TAM by 2030

[TipRanks @TipRanks]

⚡️UBS raised the firm's price target on $AMD to $670 from $455 and keeps a Buy rating on the shares.

The outlook on AMD is becoming more positive as standalone CPU racks gain adoption, supported by its strengths in core density, multithreading, and the established x86 software ecosystem, which remains well suited for traditional workloads that are increasingly being incorporated into agentic AI use cases, the analyst tells investors in a research note.

[Polymarket Money @PolymarketMoney]

JUST IN: $HPE is working with $NVDA to bring secure, governed and sovereign agentic AI into enterprise production.

[Ally @treasureh8nter]

A reminder to all that $AMD still has a relatively low PEG Ratio of 0.75x

While $INTC does not at 1.21x

In short, AMD is still the better buy vs Intel and way more undervalued!!! 😉

[ Q-Cap  @qcapital2020]

$MRVL enters the S&P 500 Monday

Markets are closed tomorrow therefore today would be the day they likely have to add by EOD

Explains the outsized move

You mean you can still make money reading a publicly available press release ????

[RealityB @BRSreality]

$JBLU is focused on profitability and acquiring profitable routes from Spirit Airlines. The stock is worth $7-8, but is trading in $5s - PT of $12-15. Huge one day rallies are here.

$LUV $DAL $UAL

https://t.co/HgyUZKzmph

[Mike @MikeLongTerm]

How $AMD shareholders would feel if it hit $1,000/share by year end.

I dont know if it is going to hit $1,000 by year end.

But I do know it is going to be a smooth ride as the biggest Agentic AI winner in the next 3-5 years.

While $INTC and $ARM are scrambling for CPUs supply, Dr. Su secured $TSM 2nm Mass production and ramping EPYC Venice/Rack nicely!

Not Financial Advice! DYOR!

[Mike @MikeLongTerm]

$AMD| Analysts are still behind. But I believe in time they will get closer to my target $500B by 2030.

We can debate about the % of market share, but @AMD is going to have the highest market share, because customers actually need AMD Agentic AI rack.

Good to see more analysts are trying to understand Agentic AI or the new CPU:GPU Ratio. They just need to call companies on different Agentic models they use. We gonna need 40m CPUs in DC to just fix the imbalanced in the last 3 years+. This is excluding 2027-2030.

And yes, TSMC cannot ramp this fast. It will be years of shortage and pricing power.

Not Financial Advice! DYOR!

[Mike @MikeLongTerm]

$AMD shareholders when seeing Analysts moving CPUs TAM from $20-$30B to $50B then $150B and now $223B by 2030.

Next year The CPUs TAM will move to $500B TAM by 2030 and analysts will be forced to upgrade @AMD nonstop. This is nowhere near the Violent re-rating yet.

We are only at 5-10 agents, and it is already requiring CPU:GPU Ratio 1:1. Do u think enterprises and AI Natives gonna stop at 5-10 agents? We already have companies resting 20-50 agents or even 800 agents. Long term, we will have 24/7 autonomous agents to work for us or companies. And that will require $AMD Agentic AI Racks(EPYC Venice) and Next Gen Agentic AI Rack(EPYC Verano)

Read more below.

Not Financial Advice! DYOR!

[AdiiX @adiix_official]

AMD CEO Lisa Su just killed Nvidia’s $4,000 AI box with a $1,499 lunchbox.

She walked on stage, held it in one hand, and ran a 235 billion parameter model live. No data center. No cloud. No rented GPU.

The chip inside is something nobody saw coming. AMD’s Ryzen AI Max+ 395 is the first x86 silicon where CPU and GPU share the same 128GB of memory. That single trick lets a desktop run models that used to need a server rack.

Out of those 128GB, Linux hands the GPU 110GB to play with. For context, an RTX 5090 gives you 32GB. A 4090 gives you 24. This box gives you more than three times either of them, in a chassis the size of a thick paperback.

The benchmark that broke the room: this chip beat an Nvidia RTX 5080 by more than 3x on DeepSeek R1 inference. A $1,499 lunchbox outrunning a $1,000 discrete graphics card on a real AI workload. Nvidia spent a decade convincing the world you needed their hardware for serious AI. AMD just put that on a desk for half the price.

Here is what nobody is telling you. A heavy AI user right now pays $200 for Claude Code Max, $200 for ChatGPT Pro, $20 for Cursor, $20 for Gemini. That is $5,280 a year leaving your account. The box pays itself off in 9 months and then runs free for the rest of its life.

Install Ollama. Pull Qwen3 235B. Point Claude Code at localhost. Same interface you already use, except now nothing leaves your machine, nothing costs per request, and no company throttles your usage at 3am when you finally have time to build.

This is the moment every AI subscription becomes optional. Lawyers stop fearing OpenAI leaks. Developers stop watching the token meter. Founders stop renting H100s for prototypes that never ship because the bill scared them.

The first thousand people to figure this out will own the next two years of private AI consulting.

Save this, and read the full breakdown article below you are watching the next shift hit before everyone else does.

[Kevinative @Kevin_Beckwith]

@StockOptions888 $DELL

[TipRanks @TipRanks]

🔼Marvell $MRVL upgraded to Buy at HSBC on 'undervalued' optical interconnect strength

As previously reported, HSBC analyst Frank Lee upgraded Marvell to Buy from Hold with a price target of $300, up from $85.

The firm raised its FY27 and FY28 EPS estimates by 21% and 61%, respectively, due to its "bullish" optical interconnect revenue estimates and CXL portfolio-driven ASIC revenue estimates, the analyst tells investors.

The firm believes the optical interconnect strength and CXL revenue opportunity "remain undervalued and can drive upside earnings surprises," the analyst added.

[LongGameEquity @LongGameEquity]

Lisa Su sandbagged this so hard. With the massive server CPU shortage stretching lead times out to 6 months, $20 EPS is practically the floor. $25-$30 is looking way more realistic as EPYC continues to cannibalize the data center. Slap a standard 40x PE on that forward math and it is a $1000-$1200 stock. $AMD

[1000xSTOCKS @1000xStocks]

$AMD CEO Lisa Su just said something that changes everything…

"The overall CPU market has seen significantly higher demand than any of us predicted a year ago."

She said this in Beijing. $AMD is up 39% in 30 days and trading at an all-time high.

Here's why it matters…

Everyone assumed AI = GPUs.

$NVDA wins everything. Game over.

But every AI agent working in the background needs a CPU, not a GPU. And that market just exploded.

$AMD now captures 46% of x86 server revenue with only 33% of units shipped.

Translation?

They're selling the premium chips and charging more for them.

For the first time ever, $AMD just beat $INTC in data center revenue. $5.8B vs $5.1B.

Market cap $762B. Up 109% YTD. Targeting $1 trillion.

The CPU market is expected to grow from $30B to $170B by 2030.

$AMD wants 50%+ of it.

[CryptoGoos @cryptogoos]

CRAZY: Every Wall Street firm just raised their $NVDA price target.

Baird: $300 → $500
Evercore: $352 → $413
Melius: $380 → $400
BofA: $320 → $350
Benchmark: $250 → $335
Raymond James: $323 → $330
Wedbush: $300 → $330
Bernstein: $300 → $315
KeyBanc: $300 → $310
Truist: $287 → $307
Jefferies: $275 → $300
Mizuho: $275 → $300
Fubon: $270 → $300
Morgan Stanley: $285 → $288
Goldman: $250 → $285

When the entire street agrees…

You know what's next.

[TipRanks @TipRanks]

$AMD price target raised to $579 from $358 at Evercore ISI

Evercore ISI raised the firm's price target on AMD to $579 from $358 and keeps an Outperform rating on the shares.

After a round of Q1 AI channel checks, the firm said the main themes it heard included that AI workloads are shifting from a training-led regime toward an inference-led regime by end of 2026 and that a shift is increasing focus on cost-per-token, ROI and TCO, which is accelerating hyperscaler interest in homegrown ASICs and alternative accelerators.

[Jones @teambullish95]

$AMAT Applied Materials price target raised to $510 from $415 at Jefferies

Jefferies raised the firm's price target on Applied Materials to $510 from $415 and keeps a Buy rating on the shares after its Q2 earnings beat and above-consensus Q3 guide.

[Jason Cohen 🇺🇸 @JasonJournoDC]

💥NEW: Alan Dershowitz🇺🇸

“I’ve been a Democrat for 70 YEARS! I now am STRONGLY opposed to that party … I am SCARED of them!”

“I’m 87 years old. I don’t have the strength I had when I was 47 — but I’m going to use EVERY bit of strength I have to oppose the Democrats.”

[Ally @treasureh8nter]

And we have 22 BRAND NEW $AMD Price Target Adjustments released today for you to enjoy!!! 🔥🔥🔥

Average AMD Price Target = $473 🚀🚀🚀

Baird RAISES from $300 -> $625
Evercore ISI RAISES from $358 -> $579
KeyBanc Capital RAISES from $330 -> $530
Bernstein Securities RAISES from $265 -> $525
Fubon Securities RAISES from $300 -> $520
Wells Fargo RAISES from $345 -> $505
Cantor Fitzgerald RAISES from $450 -> $500
TD Cowen RAISES from $290 -> $500
Barclays RAISES from $300 -> $500
Rosenblatt Securities RAISES from $300 -> $490
Truist RAISES from $283 -> $478
BNP Paribas RAISES from $265 -> $460
Goldman Sachs RAISES from $240 -> $450
Susquehanna RAISES from $375 -> $450
Stifel RAISES from $320 -> $450
President Capital RAISES from $264 -> $440
Mizuho RAISES from $280 -> $415
Jefferies RAISES from $300 -> $415
Morgan Stanley RAISES from $360 -> $410
Loop Capital RAISES from $310 -> $410
JP Morgan RAISES from $270 -> $385
HSBC RAISES from $340 -> $380

#AMD #AI

[Rob Schneider 🇺🇸 @RobSchneider]

FYI…
64% OF ALL MURDERS in AMERICA were COMMITTED by ILLEGAL IMMIGRANTS!
You can thank the Brain Dead Biden Administration for that👇👇🇺🇸