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$AMD

BEARISH2026-08-04
Price around the call
↓ 2026-08-04
By horizon✓ hit-5.8%
1d
✗ +1.7%
5d
…
21d
✓ -5.8%
Original post
USAnt 미국개미 · 2026-08-04

🚨 AMD 서버 CPU 최고 매출 찍고 폭주 중 $AMD 🔥 AMD가 에이전틱 AI 수요 폭발에 올라타며 5분기 연속 서버 CPU 최고 매출을 갈아치웠다. • 서버 CPU 매출 5분기 연속 신기록 - AI 시대가 오면서 서버용 CPU 판매량이 말 그대로 미쳐나가고 있다. 데이터센터 비즈니스 성장세가 갈수록 가팔라지는 중이다. • 2030년까지 매년 50퍼센트 이상 폭풍 성장 예상 - 리사 수 누님이 2030년까지 서버 CPU 시장이 2200억 달러 규모로 커진다고 호언장담했다. 포트폴리오도 빵빵해서 고객사들 러브콜이 쏟아진다고 한다. 리사 누나의 데이터센터 굳히기 제대로 들어갔다. $AMD 하지만 주가는 왜... 🤯 #AMD #서버CPU #리사수 $AMD 매수/매도 추천아님

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