{"id":48029,"date":"2025-08-05T22:28:10","date_gmt":"2025-08-05T22:28:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/48029\/"},"modified":"2025-08-05T22:28:10","modified_gmt":"2025-08-05T22:28:10","slug":"top-analyst-warn-amd-ai-hype-may-outpace-reality","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/48029\/","title":{"rendered":"Top Analyst Warn AMD AI Hype May Outpace Reality"},"content":{"rendered":"\n<p class=\"yf-1090901\">Aug 5 &#8211; Advanced Micro Devices (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/AMD\" data-ylk=\"slk:NASDAQ:AMD;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:AMD<\/a>) is riding an 80% rally over the past three months, but Lynx Equity Strategies thinks the stock may be moving too fast for its fundamentals to keep up.<\/p>\n<p class=\"yf-1090901\">Analyst KC <a href=\"https:\/\/www.investing.com\/news\/stock-market-news\/tech-analyst-warns-amd-stock-has-run-ahead-of-itself-as-company-prepares-to-report-4170181\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Rajkumar;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Rajkumar <\/a>raised concerns in a recent note, cautioning that AMD&#8217;s rise largely rests on high expectations surrounding its MI350\/MI355 GPUs and the upcoming MI400X.<\/p>\n<p class=\"yf-1090901\">According to Rajkumar, many investors assume AMD has won key design wins with hyperscalers like Meta Platforms (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/META\" data-ylk=\"slk:NASDAQ:META;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:META<\/a>) and Amazon Web Services, but he questions whether AWS has truly adopted AMD&#8217;s chips. Without AWS, AMD could be leaning too heavily on Meta, he warned.<\/p>\n<p class=\"yf-1090901\">Lynx isn&#8217;t convinced about the near-term adoption of AMD&#8217;s GPUs in data centers, despite some analysts forecasting over 30% revenue growth in 2025. The firm also doubts whether AMD&#8217;s resumed MI308 shipments to China will deliver much upside, considering Beijing&#8217;s restrictions on chip imports, already affecting Nvidia (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/NVDA\" data-ylk=\"slk:NASDAQ:NVDA;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:NVDA<\/a>).<\/p>\n<p class=\"yf-1090901\">Rajkumar sees downside risk, suggesting a $150 price target if consensus EPS for 2026 lands around $6. He believes AMD may have priced in years of growth that haven&#8217;t materialized yet.<\/p>\n<p class=\"yf-1090901\">This article first appeared on <a href=\"https:\/\/www.gurufocus.com\/news\/3036191\/top-analyst-warn-amd-ai-hype-may-outpace-reality?r=caf6fe0e0db70d936033da5461e60141\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:GuruFocus;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">GuruFocus<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Aug 5 &#8211; Advanced Micro Devices (NASDAQ:AMD) is riding an 80% rally over the past three months, but&hellip;\n","protected":false},"author":2,"featured_media":48030,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[33153,62,4987,276,277,49,48,33155,33154,61],"class_list":["post-48029","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-advanced-micro-devices","tag-ai","tag-amazon-web-services","tag-artificial-intelligence","tag-artificialintelligence","tag-ca","tag-canada","tag-kc-rajkumar","tag-lynx-equity-strategies","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/48029","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=48029"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/48029\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/48030"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=48029"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=48029"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=48029"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}