The AI Investor(@The_AI_Investor):AMD: Citi raises to $800, new street high + Citi analyst Atif Malik raised AMD $575 to $800 on Oct 6, keeping a Buy rating. TipRanks shows 26.63% upside off the $631.75 close. + Mizuho (Vijay Rakesh) raised AMD $580 to $705, and Stifel moved $635 to $700. The agentic AI CPU thesis is catching fire across the street. + Citi's argument: personal AI agents like Meta Muse run continuously and could drive far more compute than chatbots. Citi sees the CPU market growing from $29B in 2025 to $300B in 2030, about 60% CAGR, with AMD as the primary winner. Lisa Su also signaled a substantial 2027 supply increase. source:

2026.10.07 04:06

AMD: Citi raises to $800, new street high + Citi analyst Atif Malik raised AMD $575 to $800 on Oct 6, keeping a Buy rating. TipRanks shows 26.63% upside off the $631.75 close. + Mizuho (Vijay Rakesh) raised AMD $580 to $705, and Stifel moved $635 to $700. The agentic AI CPU thesis is catching fire across the street. + Citi's argument: personal AI agents like Meta Muse run continuously and could drive far more compute than chatbots. Citi sees the CPU market growing from $29B in 2025 to $300B in 2030, about 60% CAGR, with AMD as the primary winner. Lisa Su also signaled a substantial 2027 supply increase. source: