AMD Advanced Micro Devices, Inc. Loading... : Bullish and Bearish Analyst Opinions
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20:37
Jul 18
Jul 18
Tweet is self-promotional hype celebrating past wins; no forward directional view or catalyst provided.
LOW
17:57
Jul 18
Jul 18
The author highlights accelerating AI compute demand through Lisa Su's 100x compute forecast and subsequent industry capex increases, but does not state a personal position or explicit forward call on any ticker.
14:50
Jul 18
Jul 18
The author suggests selling calls on shares they intend to sell, which is a tactical options strategy rather than a directional long or short call.
03:42
Jul 18
Jul 18
Author explicitly discloses holding 300 core shares up 129% and selling puts for income, confirming a long position with a forward strategy.
01:08
Jul 18
Jul 18
Frontier models demand latest Nvidia and AMD accelerators.
Serving large frontier models like Kimi K3 with 2.8 trillion parameters requires the latest and most powerful accelerators such as Nvidia B300/GB300 or AMD MI355X because the model does not fit on older B200 systems. This creates immediate demand for next-generation AI chips.
MED
21:41
Jul 17
Jul 17
The tweet presents both bearish and bullish arguments on AI model commoditization without taking a personal position, so the tickers are indexed as watch.
18:12
Jul 17
Jul 17
S&P 500 earnings growth is an accounting illusion.
The S&P 500's expected 27% earnings growth is an accounting illusion. Hyperscalers are capitalizing massive AI infrastructure costs and hiding debt in SPVs, while semiconductor suppliers recognize immediate revenue. When the AI capex cycle slows, hyperscalers will face massive depreciation costs, dragging down index earnings and causing a severe correction in overvalued AI and semiconductor stocks.
HIGH
16:12
Jul 17
Jul 17
The author celebrates past massive gains in AMD and NVDA as a legacy of making millionaires, but only teases future picks without stating a current position or forward call.
LOW
16:00
Jul 17
Jul 17
Buy AMD as the author discloses it as his largest personal holding, indicating strong bullish conviction without specific catalyst.
MED
14:08
Jul 17
Jul 17
U.S. semiconductor stocks are heading for their worst week in over 15 months as the Philadelphia Semiconductor Index drops 12.5% on AI rally doubts after China's Moonshot unveiled a powerful open AI model.
08:16
Jul 17
Jul 17
Author expects these tech names to recover from drawdown based on cyclical pattern, but already reduced beta exposure and does not commit to a current position.
MED
05:48
Jul 17
Jul 17
Buy AMD into earnings; revenue guided $700M above Street consensus, and the Street has simply anchored to guidance rather than modeling upside — author frames this as a beat setup within an intact AI capex thesis.
MED
19:10
Jul 16
Jul 16
Bearish forced-deleveraging/news view on AMD; no explicit shorting, puts, borrowed-stock position, or actionable short call was stated.
MED
17:53
Jul 16
Jul 16
Monitor AMD options activity around 600 strike; the author suggests call selling but does not state a personal position.
MED
14:56
Jul 16
Jul 16
Buy AI-related names at current prices; author argues valuations are materially lower than January levels, making the current pullback a buying opportunity rather than a top.
MED
14:54
Jul 16
Jul 16
Watch AMD as a demand-side signal for CW laser capacity tightness; LTA signings confirm hyperscaler urgency around CPO supply, a read-through for the broader optical interconnect supply chain.
MED
12:35
Jul 16
Jul 16
Monitor AMD as beneficiary of additive server-CPU demand from agentic AI, with combined CPU/accelerator exposure and TSMC reliance.
MED
12:30
Jul 16
Jul 16
Monitor AMD as Inkling was trained on Nvidia systems with no disclosed AMD production config; investment may preserve strategic access but no current catalyst from this launch.
MED
10:41
Jul 16
Jul 16
The author is bullish on AI infrastructure names as Morgan Stanley raised capex forecasts and TSMC's beat confirms the thesis, but most tickers are watchlist items from a research preview rather than explicit positions.
03:17
Jul 16
Jul 16
AMD top pick on capacity growth.
AMD is the top pick for H2 2024. TSMC CoWoS capacity bookings show AMD will have the second-largest allocation after Nvidia next year, with growth of 308% YoY, indicating strong revenue momentum. The fund has aggressively increased AMD to a 19% position amid the sell-off.
HIGH
02:47
Jul 16
Jul 16
AMD best H2 play on TSMC capacity growth.
AMD is the top pick among CPU plays for H2. The fund has aggressively increased AMD from 3–5% to ~19% of the portfolio. The thesis rests on TSMC CoWoS capacity: AMD’s secured capacity for next year will be second only to Nvidia, and its year-over-year capacity growth is accelerating (117% in 2025, 308% in 2026). Historically, CoWoS capacity expansion has correlated with stock price momentum, supporting AMD as the best-performing semiconductor name in H2 if the sector stabilizes.
HIGH
20:11
Jul 15
Jul 15
Buy AMD ahead of its August 4 earnings as hyperscaler capex continues rising every quarter and federal policy frames AI compute as a national priority; speaker is fully positioned in buildout names with fresh capital added.
MED
17:30
Jul 15
Jul 15
Semiconductor stocks led by Micron, AMD, Apple, Intel, Broadcom, Nvidia, and Sandisk have powered the S&P 500's recent gains with significant percentage contributions over the last six months.
13:56
Jul 15
Jul 15
Buy semiconductor leaders as current AI compute demand reflects only testing-phase adoption (79% adopted, 11% in production); full production rollout plus agentic AI workloads burning 100x–1M+ more tokens per task represents a structural demand surge not yet priced in.
MED
07:37
Jul 15
Jul 15
Author cites AEHR earnings call as reinforcing a pre-existing bullish view on AMD, but provides no mechanism or reasoning for the read-through.
MED
23:38
Jul 14
Jul 14
Watch AMD for negative supply-chain concentration risk from tightening AI test geography.
MED
23:38
Jul 14
Jul 14
Watch for relative share pressure on merchant GPU suppliers as custom ASIC programs scale; absolute revenue may still grow but mix shifts away.
MED
02:57
Jul 14
Jul 14
AMD is listed alongside NVIDIA as a tech name with CME single-stock futures launching July 27, and the article advises having those instruments staged for a Taiwan invasion short trade — AMD is a majo
AMD is listed alongside NVIDIA as a tech name with CME single-stock futures launching July 27, and the article advises having those instruments staged for a Taiwan invasion short trade — AMD is a major chip name that would be sold off under that scenario.
Risk: AMD's reliance on TSMC for leading-edge chips makes it directly exposed to a Taiwan shock.
23:34
Jul 13
Jul 13
AMD earnings on August 4 listed as a scheduled catalyst in the author's AI buildout earnings watch calendar.
LOW
17:56
Jul 13
Jul 13
Speculative mention of a potential catalyst for AMD (Anthropic becoming largest AI customer), no directional commitment from speaker.
LOW
About AMD Analyst Coverage
Buzzberg tracks AMD (Advanced Micro Devices, Inc.) across 108 sources. 287 bullish vs 15 bearish calls from 168 analysts. Sentiment: predominantly bullish (31%). 875 total trade ideas tracked. Past 7 days: 8 bullish, 24 watch. Latest voices: TradingWarz, ckcapitalxx, Jordan.