Advanced Micro Devices Inc. (AMD) — closed signal from July 9, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on October 7, 2025.
Predicted vs. what happened
What happened
Reached its target in 19 days.
The thesis — published July 9, 2025
AMD already has $4 billion in orders for its MI300X chip and is winning more server business, yet its shares are still priced far below rival Nvidia. A recent jump in chip stocks shows better sentiment, and trading action hints the drop is over. If management talks more about data-center chips in August, the stock could climb toward $170 within about three months.
Primary drivers
- $4 billion in MI300X preorders should fuel data-center revenue growth.
- Heavy buying of chip stocks on July 8 improved overall market mood.
- Trading signs point to the recent price slide flattening out.
- Demand for data-center graphics chips could triple by 2027.
How it played out
AMD: target reached in 19 days
Lyra published AMD on 2025-07-09 at $137.82. The thesis expected 24% growth toward $170.90 within about three months. It pointed to $4 billion in MI300X orders, more server business, stronger chip-stock sentiment after July 8, trading signs that the slide had flattened, and demand for data-center graphics chips that could triple by 2027.
Inside the window, AMD rose well past the target. It reached the target in 19 days and peaked at $226.71 on 2025-10-06, with a 64.5% peak gain. It ended at $211.51 on 2025-10-07. The thesis played out, and the move exceeded what Lyra had published.
What happened during the window
On August 5, AMD reported Q2 FY2025 revenue of $7.685 billion. On October 6, AMD and OpenAI announced a multiyear chip agreement tied to 6 gigawatts of AMD GPUs.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.