Prediction: AMD Stock Will Soar on Feb. 3

Core Viewpoint - AMD is positioned as an interesting player in the AI space, with its technology not yet matching Nvidia's but showing potential for growth, especially if Nvidia's pricing becomes a barrier for customers [1]. Company Performance - AMD's upcoming fourth-quarter results on February 3 will provide insights into its future direction and 2026 outlook, with management's five-year growth forecast appearing impressive [2]. - AMD's revenue is split approximately 50-50 between its data center and non-data center segments, which may limit its ability to capitalize on the current boom in computing infrastructure spending compared to Nvidia, which derives about 90% of its revenue from data centers [4]. Market Trends - Data center spending is projected to continue growing through at least 2030, with AMD forecasting a 60% compounded annual growth rate for its data center division during this period [5]. - In Q3, AMD's data center revenue grew by 22% year over year, indicating a significant gap between current performance and future growth expectations [5]. Future Outlook - Strong statements from management regarding the 2026 outlook and potential reacceleration of the data center division are anticipated, which could lead to a significant increase in stock value if guidance is positive [6].