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Traders Bet Big on Lisa Su: Why This Chip Titan Is Primed to Siphon Nvidia’s Data Center Dominance
Key takeaways
- Lisa Su targets over 50% server CPU share by 2030 and an EPS above $20, with Q1 free cash flow jumping 252%.
- Export controls on AMD's MI308 cost roughly $440M in FY2025, yet a forward P/E of 74 against 46% revenue growth keeps the risk acceptable.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn't make the cut.
Traders Bet Big on Lisa Su: Why This Chip Titan Is Primed to Siphon Nvidia’s Data Center Dominance Alex Sirois Tue, June 30, 2026 at 11:41 PM GMT+7 4 min read AMD NVDA META Quick Read AMD's Data Center segment surged 57% to $5.78B in Q1, with Meta and Open AI each signing 6-gigawatt Instinct GPU multi-year commitments.
Lisa Su targets over 50% server CPU share by 2030 and an EPS above $20, with Q1 free cash flow jumping 252%.
Export controls on AMD's MI308 cost roughly $440M in FY2025, yet a forward P/E of 74 against 46% revenue growth keeps the risk acceptable.
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