AMD Helios accelerating; Taiwan supply chain gearing up. AMD positioned as key diversification play for hyperscalers moving away from NVIDIA concentration.
Helios full-scale deployment 2H26; MI300/350 series core pillars for hyperscalers; MSFT, Meta, xAI adopting AMD; Taiwan ODMs ramping production; AMD gaining share vs NVIDIA.
https://t.co/vAisBgldQV
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +4.0% | +3.6% |
| 1 week | +15.2% | +13.6% |
| 1 month | +22.7% | +22.5% |
| 3 months | — | — |
| 6 months | — | — |