Micron benefited from soaring memory prices and demand as the data center market broadened beyond GPUs.
Source Post
Is it Too Late to Buy AMD Stock? | AMD Deep Dive Part 1
May 8, 2026
AMD's stock is soaring due to strong quarterly results and, more importantly, an improved long-term forecast from management, particularly in the data center segment driven by AI adoption. The company's data center revenue grew 57% year-over-year, becoming the primary growth driver. While gaming and PC markets are expected to decline, the data center's increasing importance offsets these concerns, leading to a revised higher intrinsic value calculation for AMD.
Linked Mentions
Tickers discussed in this post
Nvidia's importance in the data center is reducing as demand broadens beyond GPUs, leading to stagnated growth compared to peers like AMD.
AMD is a buy due to strong data center growth driven by AI, offsetting declines in other segments, and management's revised higher long-term outlook.
Linked Signals
Tracked calls opened from this post
AMDbuy opened May 8, 2026
-9.04%