X 討論Advanced Micro Devices crossed a $1 trillion market cap for the first time as the stock ripped toward $600-plus. Traders are fighting over whether AI and data-center growth justify that print or whether the multiple and pending share issuance make the move a trap.
多頭AMD belongs in the trillion club because data-center demand is compounding into a multi-year AI buildout. Q2 data-center revenue hit $6.7B, up 107% year over year, and the climb from $1T to multi-trillion looks shorter than the run that just finished.
空頭The stock is priced far ahead of earnings power after the $1T sprint. Trailing P/E sits near 150x, and a planned ~320 million share issuance is nearly a 20% increase in shares outstanding.
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多頭論據
@alc2022Three years after a $600 five-year target, AMD now trades over $600
@MentoviaXLong AMD since the $114 breakout; targets $720–760 by year-end and $1,200+ by summer 2027
空頭論據
@FindleysFinanceAMD looks overvalued at current prices despite the AI tape
@FindleysFinanceQ2 revenue $11.5B and data center +107% are impressive, but a ~$914B price is unreasonable
@CarsonTalkMoneyTrimming ahead of ~320M share dilution, nearly a 20% increase in shares outstanding
中立觀點
@KobeissiLetterAMD officially crosses above $1T market cap for the first time, up +30,400% over 10 years