Buy AMD by Oct 26, 2026.

Been watching $AMD pretty closely and one thing keeps standing out: it's off about 15% from its 52-week high. Meanwhile $MU is down 28%. So AMD is actually the tightest name in semis right now, which is either a trap or a signal. The Anthropic angle is what makes this interesting. We're talking a $5 billion investment and a 2GW Helios deployment commitment, with the first gigawatt expected in H1 2027. UBS is modeling $15-20 billion in potential annual AMD …