Bull v. Bear: AMD Ramps Competition with NVDA Through Helios

The segment frames AMD as a strong AI/chip competitor to Nvidia ahead of Nvidia’s earnings, with analysts arguing AMD’s share price and fundamentals have improved sharply. Speakers highlighted AMD’s data center revenue growth of 107% year over year, now 58% of total revenue, and cited market share gains in CPUs, with x86 share above 30% for the first time. AMD has risen about 119% year to date but is down nearly 20% from recent highs, while Capital One initiated coverage with an outperform rating and a $550 target. Traders discussed that AMD could move on Nvidia’s results and laid out bullish options structures, signaling momentum remains strong even as valuation is elevated.