AMD Earnings Put Wall Street On Edge As Shay Boloor Warns AI Hype May Be Running Ahead Of Revenue, But Jim Cramer Sees Major Upside

Advanced Micro Devices Inc. (NASDAQ:AMD) is preparing to report first-quarter earnings on Tuesday. Investors are weighing whether its AI-fueled stock rally reflects genuine long-term growth or expectations that may have outpaced near-term financial reality.

AMD Earnings Preview: AI Ambitions Fuel Investor Optimism

On Monday, Futurum Group Chief Market Strategist Shay Boloor described AMD as one of the market’s most compelling rerating stories.

He noted that the company is shifting from a CPU-focused growth narrative toward becoming a broader AI infrastructure contender.

“I think Q1 should be strong,” Boloor said on X, while cautioning that AMD’s last month’s rally suggests investors may already be pricing in future AI success before substantial revenue fully arrives.

AMD shares have surged 55.12% over the past month, according to Benzinga Pro.

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