WOLFE, $300 AMD HİSSESİNİ OPENAI ANLAŞMASINDA GÖRÜYOR



Wolfe Research, AMD'yi $300 hedefiyle Outperform olarak yükseltti ve OpenAI ortaklığından elde edilecek güçlü artış ve artan sunucu talebini belirtti.

Wolfe, 2027'ye kadar MI450 çip satışlarının başlamasıyla $27 B'lik AI geliri ve $10+ EPS öngörüyor.
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