In many ways, Micro Advanced devices (Nasdaq: AMD) Has a difficult task pending in the wings – proves to the market that it has what it takes to shake up the market share of the dominant Nvidia of industry.
The confident investment begins here:
The market has regularly warmed up to the AMD, and its share price has won almost 50% from a low point of the day after the Liberation about two months ago. The changing feeling is a welcome change for investors, because AMD had dropped throughout the 2024 part and in the first months of the current year.
This follows a series of good news for the company, including a strong profit report of the first quarter of 2025 which contained record income of $ 7.4 billion and gross margins of 54%. A recently announced partnership of $ 10 billion with a Saudi human also did not hurt either.
One of the main known investors of the pseudonym Stone Fox Capital thinks that the coming years could bring more good news – especially since the AI revolution is progressing from training to inference.
“The IA inference market is planned for the explosive growth of 80% TCAC, creating a massive increase for an AC accelerator market of $ 500 billion by 2028,” said 5 -star investor, which is one of the largest 4% of Tipranks shares.
Stone Fox details more than AMD is in a promising position to mount this growing market towards healthy gains. For example, the investor notes that if AMD manages to capture only 10% to 20% of the ACA Accelerator market, its data center income could be between $ 50 and 100 billion by 2028.
“The key to the history of the AMD Investment is that the company is actually entering mid-2012 with limited sales of data centers compared to the coming opportunity,” adds Stone Fox.
The investor underlines that the MI355X of AMD is online at the right time, because it presents a big step forward compared to the MI300X. Stone Fox even notes that the company suggested that the MI355X can generate up to 40% more tokens per dollar than the NVIDIA B200 GPU.
In other words, things could take off for AMD.
“AMD has the opportunity to become a monster on the IA inference market after delaying the AI training segment,” concludes Stone Fox, who assesses a strong purchase. (To watch the history of Stone Fox Capital, click here)
Wall Street also feels positive in the prospects of AMD. With 22 buy and 11 maintenance notes, AMD benefits from a moderate purchase consensus note. Its average price of 12 months of $ 129.41 has an advantage of around 11%. (See Forecast of AMD actions))
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Warning: The opinions expressed in this article are only those of the star investor. Content is intended to be used for information only. It is very important to do your own analysis before investing.
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