Shay Boloor, the Chief Market Strategist at Futurum Equities, has highlighted three key factors that could determine the success of Advanced Micro Devices Inc. (NASDAQ:AMD) in 2026.

In a post on X on Tuesday, Boloor began by emphasizing the importance of AMD’s CPUs, which he described as the company’s “cash engine.” He said that these data center CPUs will be a key growth driver for AMD, benefiting from tight supply, strong hyperscaler demand, possible price hikes, and over 50% server CPU growth, providing operating leverage as GPUs scale.

3 WAYS $AMD BECOME A SUCCESSFUL 2026 STORY1. Data center CPUs do the heavy liftingThe most underappreciated part of the story is CPUs which are AMD's cash engine. Tight supply, strong hyperscaler demand, potential price increases & 50%+ server CPU growth create operating… pic.twitter.com/c1VwSdB31V

— Shay Boloor ...