$AMD
Advanced Micro Devices
$168
+3.1%
MI300X traction with hyperscalers diversifies revenue away from PC cyclicality. Datacenter mix improving rapidly.
Target
$195
Support
$145
Our highest-conviction bullish ideas, ranked by signal strength.
Advanced Micro Devices
$168
+3.1%
MI300X traction with hyperscalers diversifies revenue away from PC cyclicality. Datacenter mix improving rapidly.
Target
$195
Support
$145
NVIDIA Corp.
$1,078
+2.4%
Sustained AI infrastructure demand and Blackwell ramp continue to outpace consensus estimates. Margin expansion remains intact.
Target
$1,250
Support
$945
Meta Platforms
$568
+1.2%
Ad revenue strength and Reels monetization offset Reality Labs spend. AI-driven targeting unlock continues.
Target
$620
Support
$510
Apple Inc.
$228
+0.9%
Services revenue acceleration and iPhone 16 AI cycle setting up favorable risk/reward into year-end.
Target
$245
Support
$215