Simply Wall St - October 7, 2025

Weekly Picks: 💻 AMD’s OpenAI partnership could trigger its next big re-rating

Plus: ⚡️ IREN’s 4-phase transformation powers along ͏ ...

Weekly Picks

Hey Investor,

Welcome to Weekly Picks, where each week our analysts handpick their favorite Narratives.

Narratives are a game-changing way for investors to make smarter decisions on their stocks. A narrative always has 3 parts: a story, a forecast and a fair value. You can create one yourself in 3 minutes or you can select one from our thriving community.

This week’s picks cover:

💻 How AMD’s OpenAI partnership could ignite a new AI supercycle
⚡ Why IREN Energy is in phase 3 of a 4-phase transformation to a profitable powerhouse
🏎️ How PWR Holdings Holdings turned F1 dominance into a springboard for aerospace and EV growth

AMD Devices

NASDAQ:AMD

A formidable player in AI and enterprise computing

The multi-year OpenAI deal could generate tens of billions in AI revenue and position AMD as a core AI infrastructure player, driving a potential valuation re-rating. Strengthened partnerships and ecosystem momentum enhance its credibility and competitive stance against Nvidia.

codepoet

Community Contributor

Fair Value

US $210

~3% undervalued vs current price

Based on ~15% p.a. revenue growth for 5 years

💡 Why we like it: Hot off the press, it turns a dense semiconductor narrative into a thrilling “Nvidia challenger” story. The OpenAI deal, huge AI revenue potential, and multi-year re-rating case make it feel like AMD’s true coming-of-age moment in the AI era.

IREN Energy

NASDAQ:IREN

IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers

IREN’s pivot from Bitcoin mining to AI infrastructure is driving a multi-phase re-rating, with institutional backing validating its transition to a credible cloud and HPC operator. As large-scale GPU deployments and potential hyperscaler deals materialize, earnings momentum could trigger a powerful flywheel.

BlackGoat

Community Contributor

Fair Value

US $72.52

~20% undervalued vs current price

Based on ~40% revenue growth p.a. for 5 years

💡 Why we like it: While we covered it just over a month ago, it’s worth resharing due to the extensive and detailed update that the narrative has received. The author details how we’re watching a classic market re-rating of IREN, and how we’re only in phase 3 of a 4-phase transformation, with the best yet to come.

PWR Holdings

ASX:PWH

Cooling the Champions: The Aussie Tech Behind F1's Victories

PWR is expanding from elite motorsport cooling into aerospace, defense, and EV markets, leveraging its unmatched thermal engineering expertise. Strong margins and sustained growth could drive a major re-rating, positioning it as a premium diversified industrial technology leader.

tripledub

Community Contributor

Fair Value

AU $12.4

~37% undervalued vs current price

Based on ~12% revenue growth p.a. for 5 years

💡 Why we like it: It makes a logical case for how PWR’s cooling tech could soon dominate aerospace, defense, and EVs. The author believes it’s a small-cap with world-class DNA and serious re-rating potential.

What's next?

1. 🔔 Know when to act: Set the narrative valuations as your own fair value to know when to buy, hold or sell the stock.
2. 🤔 Get answers: Ask the author any questions in the comments section. Feel free to like as well to support their work.
3. ✨ Discover more Narratives: There are hundreds of other insightful stock narratives on our Community page.
4. ✍️ Build an audience: Have your narrative seen by millions of investors, simply meet our Featuring criteria to go into the running!

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This email is from Simply Wall Street Pty Ltd
Level 5, 320 Pitt St Sydney 2000, NSW, Australia.

BlackGoat is an employee of Simply Wall St, but has written a narrative in their capacity as an individual investor. Simply Wall St has no position in the company(s) mentioned. These narratives are general in nature and explore scenarios and estimates created by the authors. These narratives do not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company’s future performance and are exploratory in the ideas they cover. The fair value estimates are for informational purposes only and do not constitute a recommendation to buy or sell any stock. They do not take into account your objectives or financial situation. Note that the author’s analysis may not factor in the latest price-sensitive company announcements or qualitative material.

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