Advanced Micro Devices, Inc. (AMD) — closed signal from July 11, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on October 9, 2025.
Predicted vs. what happened
What happened
Reached its target in 33 days.
The thesis — published July 11, 2025
AMD's share price has been steady at a healthy level while orders for its MI300 chips are booked more than six months out. Strong buying from big investors and the stock now beating the main chip index show rising interest. Huawei rushing to make similar chips and a high third-party growth score add proof that demand for AI hardware is booming. If the price moves above $147 it could reach $175 in about three months, with downside likely limited to around $132.
Primary drivers
- 28-week wait list for MI300 chips shows customers are eager for AMD's AI hardware.
- Ongoing strong buying by big investors hints the stock could keep climbing.
- AMD now beating the main chip index, suggesting it is becoming a new leader.
- A respected growth screen rates AMD at 69 %, adding extra confidence for buyers.
How it played out
AMD: target reached in 33 days
Lyra published AMD at $144.16 on 2025-07-11, with expected growth of 27% and a target of $183.08. The thesis pointed to MI300 orders booked more than six months out, strong buying by big investors, AMD beating the main chip index, and a 69% growth screen. It also said a move above $147 could reach $175 in about three months.
Inside the 2025-07-11 to 2025-10-09 window, AMD reached the target in 33 days. The peak was $240.10 on 2025-10-09, with a 66.6% peak gain. The stock ended at $232.89. The published thesis played out and then went further than the target.
What happened during the window
On 2025-08-05, AMD reported $7.685 billion in quarterly revenue. On 2025-10-06, AMD announced a chip supply partnership with a model developer for 6 gigawatts of processors, starting with MI450 chips in 2026.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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