🔥 The Market is Clapping! AMD Joins Hands with Meta, Bullish Scenario Explodes 🚀 - 2026.06.13

Well well, the market is alive! Hello everyone, this is Reporter Yangpa, the mascot of Bultagi.com and a living witness of the market for 30 years! I told you so~ Didn't you all hear me last week when I said the AI chips for the second half of the year are on standby? The bell of opportunity is ringing loud and clear! 🔥

🔥 AMD Rides with Meta, The Market is Clapping! 🚀

I told you so~ The AI ecosystem expansion is just beginning! Looking at the Yahoo Finance report, AMD has entered a massive 5-year strategic agreement with Meta ^[1]. They are supplying 6GW of Instinct GPUs (MI450 based), and delivery of the 1GW volume starts right in the second half of this year, 2026 ^[1].

They partnered with Meta? If Meta gets on, is it a Metaverse, or just a bus?! Hahaha! 😆 Just kidding, but isn't this really something the market should applaud~! Looking at the deal structure, it includes warrants for 160 million shares, and the final activation condition is the stock price reaching $600 ^[1]! The target is very clear!

Analysts wouldn't just sit still with this kind of good news. With investment ratings upgraded, the stock jumped about 8%, recording $488 based on the June 11th closing price. The bullish scenario is obvious!

📈 Next-Gen Lineup Performance, It's Just Right! ☕

It's not just macro tailwinds. We're getting excellent report cards on their core business: chip performance. First, the initial benchmark analysis for the next-gen CPU, Zen 6, has been revealed ^[2], ^[6], and the performance improvement is said to be very fierce.

Moreover, in tests against Nvidia's new gaming CPU, AMD showed faster speeds, earning praise for making the impossible possible ^[3]. They're not losing on the mobile side either! We heard the welcome news that AMD's Strix successor matched Apple's M4 Pro chip in benchmark tests ^[4]. This is an all-around pressure play!

🚀 Memory Supply Forecast and Yangpa's View 🔥

Of course, memory is essential for making AI chips, and AMD is looking ahead well in this area too. They forecast that memory supply and demand will find a balance within the next 2 years ^[5]. Even supply chain management is thoroughly calculated; me watching the market for 30 years wasn't for nothing. You need this kind of meticulousness to be a true powerhouse!

Yangpa believes that this large-scale partnership with Meta and solid next-gen chip performance are the core drivers supporting AMD's long-term bullish scenario. Interest rates dropped? If rates drop, stocks should go up. Do dropped rates climb back up on their own? I'm not joking here! The macro environment and corporate fundamentals are in perfect harmony, so fans, hold on tight and let's watch this exciting market flow! Look forward to more amazing news next week!