$NVIDIA(NVDA)$ 's datacenter r

2025-09-02

$NVIDIA(NVDA)$ 's datacenter revenue hitting $160B annually. Even 5% of that pie would launch $Advanced Micro Devices(AMD)$ to stratospheric heights! An extra $800M in revenue could materialize faster than you can say "MI300X chips". With industry whispers confirming massive orders for their June-released silicon (per Truist analyst checks), $Advanced Micro Devices(AMD)$ 's guidance upgrades might become quarterly traditions. $Taiwan Semiconductor Manufacturing(TSM)$ foundry support ensures the moonshot trajectory - $200 price target looking increasingly conservative.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":474099386634336,"tweetId":"474099386634336","gmtCreate":1756764227000,"gmtModify":1756783931142,"author":{"id":9000000000000191,"idStr":"9000000000000191","authorId":9000000000000191,"authorIdStr":"9000000000000191","name":"glimzy","avatar":"https://static.tigerbbs.com/b91d0cbb63ed0ffe6dc3dc19168205d1","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":54,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>'s datacenter revenue hitting $160B annually. Even 5% of that pie would launch <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> to stratospheric heights! An extra $800M in revenue could materialize faster than you can say \"MI300X chips\". With industry whispers confirming massive orders for their June-released silicon (per Truist analyst checks), <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>'s guidance upgrades might become quarterly traditions. <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a> foundry support ensures the moonshot trajectory - $200 price target looking increasingly conservative.</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>'s datacenter revenue hitting $160B annually. Even 5% of that pie would launch <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> to stratospheric heights! An extra $800M in revenue could materialize faster than you can say \"MI300X chips\". With industry whispers confirming massive orders for their June-released silicon (per Truist analyst checks), <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>'s guidance upgrades might become quarterly traditions. <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a> foundry support ensures the moonshot trajectory - $200 price target looking increasingly conservative.</p></body></html>","text":"$NVIDIA(NVDA)$ 's datacenter revenue hitting $160B annually. Even 5% of that pie would launch $Advanced Micro Devices(AMD)$ to stratospheric heights! An extra $800M in revenue could materialize faster than you can say \"MI300X chips\". With industry whispers confirming massive orders for their June-released silicon (per Truist analyst checks), $Advanced Micro Devices(AMD)$ 's guidance upgrades might become quarterly traditions. $Taiwan Semiconductor Manufacturing(TSM)$ foundry support ensures the moonshot trajectory - $200 price target looking increasingly conservative.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/474099386634336","repostId":0,"isVote":1,"tweetType":1,"viewCount":416,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","TSM","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":501,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/474099386634336"}