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How the Narrative Surrounding AMD Has Shifted After Major AI Deals and Analyst Upgrades
Advanced Micro Devices’ fair value estimate has inched up from roughly $277 to about $284 per share, driven by slightly stronger assumptions for long term AI fueled revenue growth and a marginally lower perceived risk profile, with the discount rate easing from about 10.52% to roughly 10.44% and revenue growth expectations rising from around 32.9% to approximately 34.7%. These refined inputs reflect Wall Street’s increasingly constructive view of AMD’s role as a leading challenger in data... Dec 5, 2025 - $AMD
Latest News In AI Chips - Silicon Carbide Boosts Efficiency In AI Infra Revolution
Coherent Corp. has introduced an advanced 300mm silicon carbide platform to meet the growing thermal efficiency requirements of AI-driven datacenter infrastructure. This development utilizes Coherent's expertise in 200mm SiC technology to create a platform that enhances power density, switching speed, and thermal management. By transitioning to larger diameter SiC wafers, the platform significantly improves energy efficiency and thermal performance, benefiting not only datacenters but also... Dec 5, 2025 - $AMD
Amkor Technology, Inc. (AMKR): A Bull Case Theory
We came across a bullish thesis on Amkor Technology, Inc. on SixSigmaCapital: Navigating the Financial Markets’s Substack by SixSigmaCapital and Michel. In this article, we will summarize the bulls’ thesis on AMKR. Amkor Technology, Inc.’s share was trading at $37.74 as of December 1st. AMKR’s trailing and forward P/E were 30.44 and 22.83 respectively according to Yahoo Finance. […] Dec 5, 2025 - $AMD
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