$Advanced Micro Devices(AMD)$

$Advanced Micro Devices(AMD)$ If these projections hold, net income estimates are starting to look like a different company.

• 2025: ~$4.3B

• 2026: ~$12.1B

• 2027: ~$21.5B

• 2028: ~$30.7B

That's a move from around $5B to ~$30B in just a few years.

Why so aggressive?

It all comes back to AI demand, the mix shift, and higher-margin compute finally scaling through the cycle.

If even part of this plays out, today's valuation starts to look very different.

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