AMD Stock Could Surge 48% as Daniel Newman Calls It a 'Top Conviction'—Patrick Moorhead Sees $200 Billion

AMD Stock Could Surge 48% as Daniel Newman Calls It a 'Top Conviction'—Patrick Moorhead Sees $200 Billion

AMD locked 2GW Anthropic deal (14GW total commitments), driving analyst targets to $800. Agentic AI is pushing inference to 60% of compute, expanding the server CPU market from $25B to $200B+ by 2030, positioning AMD as the primary infrastructure beneficiary.