Markets
SPY5,248.32+0.35%
QQQ18,432.10+0.52%
BTC98,420+1.27%
ETH3,812-1.10%
NVDA952.30+1.36%
AAPL178.42-1.19%
TSLA168.90+2.62%
EUR/USD1.0892-0.21%
GC2,342.50+0.36%
CL82.15+1.17%
SOL178.50+3.36%
DXY104.82+0.14%
SPY5,248.32+0.35%
QQQ18,432.10+0.52%
BTC98,420+1.27%
ETH3,812-1.10%
NVDA952.30+1.36%
AAPL178.42-1.19%
TSLA168.90+2.62%
EUR/USD1.0892-0.21%
GC2,342.50+0.36%
CL82.15+1.17%
SOL178.50+3.36%
DXY104.82+0.14%
TF
tf/stocks
203
tf/stocks•Posted by u/trader_mike•

AMD is quietly stealing server market share — anyone following this closely?

Q1 results dropped and AMD posted 80% growth in the data center segment. EPYC Turin is selling like hotcakes and hyperscalers are seriously diversifying away from Intel.

What I'm watching:

  • Server market share went from 18% to 24% in one year
  • MI300X is starting to find its place against the H100
  • Gross margin expanding for the 6th consecutive quarter

I'm holding 350 shares bought at $148, not moving. Valuation is still reasonable compared to NVDA at 35x forward.

6 Comments

Connectez-vous pour laisser un commentaire

Sort by:
chart_wizard·

Been following this for 2 years. What I like is that Lisa Su never overpromises. She just delivers. Q2 guidance was conservative, as usual.

67
macro_man·

Agree with you. But the market expects a lot from the MI350 announced for end of year. If it disappoints, watch out for the pullback.

31
newbie_investor·

Isn't the MI350 not until 2027? I thought the roadmap slipped.

12
options_queen·

Does anyone know if EPYC Turin margins are comparable to Intel Xeon? I'm trying to model the FCF for my valuation.

45
swing_king·

How do you manage the concentration risk on a single sector? If the AI cycle slows down, AMD and NVDA tank together.

38
trader_mikeOP·

That's why I also have positions in the gaming and embedded segments. AMD is way more diversified than people think.

22