Joy34
06-16 03:04

$Advanced Micro Devices(AMD)$ What stands out here isn't just growth—it's the acceleration curve.

The net income trajectory being modeled is roughly:

- 2025: ~$4.3B

- 2026: ~$12.1B

- 2027: ~$21.5B

- 2028: ~$30.7B

If even part of this path is realized, you're not looking at a flat earnings story. You're looking at a compounding ramp driven by AI compute demand, data center expansion, and tighter supply dynamics in advanced semiconductors.

The market usually struggles with names like this early on because the slope feels "too steep"... until it doesn't.

The key point is this: it's not the 2025 number that matters. It's whether the 2027–2028 inflection is structurally intact.

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