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Veteran analyst drops massive call on AMD stock
Veteran analyst drops massive call on AMD stock

Miami Herald

time11-07-2025

  • Business
  • Miami Herald

Veteran analyst drops massive call on AMD stock

A decade ago, few would have bet on Advanced Micro Devices (AMD) surviving, let alone challenging Nvidia's (NVDA) AI chip dominance. However, through relentless execution and smart tech bets, AMD's not just in the fight, but also rattling the pecking order in the red-hot AI arms race. Don't miss the move: Subscribe to TheStreet's free daily newsletter AMD's big bet on bold designs and faster chips is paying off and then some, as AI reshapes everything from cloud servers to supercomputers. That said, one heavyweight analyst note suggests that Wall Street is misreading AMD's next big chapter, an upside that's a lot bigger than investors think. Image source: Cheng/Getty Images It's easy to forget how close AMD came to disappearing altogether. Back in 2015, the chipmaker was hanging by a thread, losing out to Intel's stronger CPUs and watching Nvidia dominate GPUs. Then Lisa Su stepped in as CEO that October, changing everything. Su bet big on new ideas, approving a massive redesign of AMD's CPUs called Zen. By 2017, Zen-based Ryzen chips were winning back PC buyers, and AMD's EPYC server processors started chipping away at Intel's data center business share. Related: Cathie Wood drops bold message on Apple, Tesla stock That turnaround set the stage for AMD's breakthrough push into AI. In 2020 and 2021, it rolled out its first real AI chips, the Instinct MI100 and MI200. Those helped propel AMD in the AI race, while still lagging behind Nvidia's powerful GPUs. Fast-forward to 2024, and AMD surprised one and all with its MI300 series. For the first time, AMD's chips matched Nvidia's in key AI tests. Now, the new Instinct MI350 could be the real game-changer. The MI350 is packed with next-generation technology, including 56 compute units, a massive 288 GB of high-speed memory, and 8 TB per second of bandwidth to handle AI workloads. Also, it uses new data types, including the FP6 and FP4, that boost speed for training AI models and running them globally. More Tech Stock News: Tesla's next bet could flip the robotaxi raceCathie Wood shells out $13.9 million for one high-stakes biotech stockApple's quiet shake-up could redefine its future Early tests show the MI350 can potentially match or even surpass Nvidia's latest Blackwell B200 chips on some AI jobs. Also, it can do that with 30% less money, which makes many big tech buyers think twice about sticking only with Nvidia. Layer that with AMD's open-source software platform, ROCm 7.0, and its smart chiplet design keeps costs down. It's clear that under Lisa Su, AMD's comeback has been far from a fluke, and Nvidia's grip on AI is no longer guaranteed. HSBC just gave AMD's AI ambitions a huge credibility bump, upgrading the stock to Buy, while doubling its price target to $200, up from $100. That's a massive 100% hike, and it's all down to pricing power. Analyst Frank Lee says AMD's new MI350 data center GPUs are likely to be much stronger than expected on price, expecting them to sell for $25,000 on average, way up from the prior estimate of $15,000. That premium alone could take AMD's 2026 AI sales to $15.1 billion, 57% above current forecasts. Related: Veteran analyst drops new clue on Nvidia's next big move AMD's Instinct accelerators are also catching up with Nvidia's Blackwell-based B200 chips on performance. That shrinks a gap that seemed virtually impossible to close. Consequently, HSBC raised its 2025 and 2026 earnings estimates by 13% and 23%, respectively, on the back of this stronger pricing and faster adoption. It doesn't stop there. The next major development is the MI400 series, AMD's first full-rack AI server solution. Slated to launch next year, the MI400 could go toe-to-toe with Nvidia's next-gen Vera Rubin platform. HSBC says its standard data center-friendly design should help it win big with the big-ticket buyers looking to diversify their AI hardware suppliers. Non-AI segments are also pushing AMD higher. HSBC bumped its 2025 server shipment forecast by 5%, pointing to robust demand for general server and client chips. All in all, with HSBC's bold $200 target based on a 31x multiple of projected 2026 EPS, investors can now potentially see real fuel for AMD's AI story. Related: One explosive trend sent this tech stock rocketing 147% in 9 months The Arena Media Brands, LLC THESTREET is a registered trademark of TheStreet, Inc.

Softness Is Sacred: Why Juneteenth Is A Reminder For Black Women To Rest
Softness Is Sacred: Why Juneteenth Is A Reminder For Black Women To Rest

Black America Web

time18-06-2025

  • General
  • Black America Web

Softness Is Sacred: Why Juneteenth Is A Reminder For Black Women To Rest

Source: Courtesy of Joce Blake / Courtesy of Joce Blake Living in Denver opened my eyes to the true significance of Juneteenth. While it might sound surprising, the Mile High City hosts an extensive Juneteenth celebration in Five Points, a neighborhood with deep Black roots. It was there, amid the vibrant festivities, that I truly began to grasp the holiday's importance. Juneteenth, commemorating the end of slavery in the United States, provides a powerful opportunity to examine the vital need for rest and restoration. This observance aligns seamlessly with the burgeoning Black women's wellness movement. It champions self-care, mental health, and spiritual healing as essential tools for resilience and liberation. A growing number of Black women are reclaiming their time and energy through the intentional pursuit of rest. Because the truth is, the 92% is tired. Doulas are guiding mothers with compassionate care. Therapists are providing safe spaces for processing trauma and building emotional strength. Spiritual practitioners are leading individuals towards inner peace and holistic well-being. These practitioners are not simply offering services. They are advocating for a fundamental shift in how Black women approach their lives. They are actively challenging societal expectations of constant productivity and self-sacrifice. Instead, we want to embrace softness, joy, and restorative practices. Above all, the notion of rest as a reparative practice is particularly significant considering the historical and ongoing challenges faced by Black women. Centuries of systemic oppression, coupled with the everyday microaggressions and societal pressures, have taken a toll. Rest, therefore, is not simply leisure. It becomes an act of resistance and a powerful step towards healing. By prioritizing our well-being, Black women are honoring their own needs. We are laying the foundation for a more sustainable and fulfilling future. Juneteenth serves as a poignant reminder of this ongoing journey towards liberation. Markedly, both personal and collective, softness and joy are seen as sacred components of a life well-lived. Ahead, find some brilliant Black women doing the work to make sure we understand that rest is a right and not a reward. First and foremost, the founder of The Nap Ministry, she frames rest as resistance—teaching collective napping workshops and soul-care rituals that challenge burnout culture, especially in Black communities. As the founder of Black Girl Magik, she holds ancestral, spiritually rooted sister-circles for Black women, focused on joy, healing, and communal vulnerability. An ordained Zen priest and author, she leads mindfulness practices through Zen-based meditation and teachings—emphasizing radical self-care, fearlessness, and spiritual softness. Then, we have the founder of Therapy for Black Girls. She offers culturally affirming therapy that normalizes emotional rest, boundary setting, and therapeutic self-reflection for Black women. An Osun priestess and host of A Little Juju, she guides spiritual baths and ancestral rituals, nourishing joy and healing through African Traditional Religions. Next, we have a reproductive justice strategist and health equity researcher. She uplifts rest and joy as essential components of maternal health through writing, advocacy, and modeling restorative practices. Spiritual life coach and author of African Goddess Initiation and Sacred Bombshell . She creates rituals celebrating self-love, pleasure, and spiritual empowerment for women of color. Significantly, this mother of four is a birth/postpartum doula who integrates mental wellness, spiritual guidance, nutrition, and intuitive healing for whole-person care. Last but not least, organizations like Ancient Song Doula Services, Bronx Rebirth, and the Black Coalition for Safe Motherhood integrate rest, dignity, and spiritual joy into prenatal and community care. SEE ALSO Softness Is Sacred: Why Juneteenth Is A Reminder For Black Women To Rest was originally published on Black America Web Featured Video CLOSE

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