🚨 Major Tailwinds for $AMD in the Next Year and a Half



✅ Ramp-up of MI350X accelerators (Q3 2025)

✅ Fulfillment of contracts with $ORCL Oracle, Humain, Crusoe, and more (Q3 and Q4 2025)

✅ New MI350X contract announcements expected (Q3 and Q4 2025)

✅ Copilot mobile workstations powered by AMD chips ramping up (Q3 2025)

✅ Interest rate cuts likely to revive industrial and manufacturing demand for FPGAs (Q3 2025 onwards)

✅ Next-gen Microsoft Xbox, PCs, and handhelds will be fully AMD-powered (starting Q4 2025)

✅ MI400 “Helios” begins customer testing and early benchmarks (Q1 2026)

✅ Helios contract announcements expected as early adoption begins (Q1 and Q2 2026)

✅ Early launch of MI400 Helios (likely Q2 2026)

✅ Ramp-up of MI400 deployment (Q3 2026)
MAJOR0.98%
IN-8.79%
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