Search: AMD - Buzzberg

Date	Ticker	Price	Dir	Speaker	Thesis	Source
Feb 18	AMD	$200.12 $200.12 -0.0%	N/A	Finnhub News	—	Finnhub - AMD AMD TCS AI Deal Puts Valuation Gap And Growth...
Feb 18	AMD	$200.12 $200.12 -0.0%	N/A	Finnhub News	—	Finnhub - AMD What's going on in today's session: S&P500 mo...
Feb 18	AMD	$200.12 $200.12 -0.0%	AVOID	—	The speaker notes that "Intel and AMD used to own that market of server CPUs" but Nvidia is now telling customers they get better performance using Nvidia CPUs with their GPU clusters. As Hyperscalers (Meta) shift CPU spend to Nvidia to optimize AI workloads and secure supply, the Total Addressable Market (TAM) for traditional x86 server CPUs (Intel/AMD) shrinks in the high-growth AI segment. Avoid legacy chipmakers as they lose their stronghold in the hyperscale data center market. Nvidia's CPU performance fails to meet benchmarks; antitrust intervention prevents Nvidia from bundling CPUs with GPUs.	Bloomberg Markets Meta Deepens Nvidia Ties As Uber Plans To Spe...
Feb 18	AMD	$200.12 $200.12 -0.0%	N/A	Finnhub News	—	Finnhub - AMD Jim Cramer Believes Advanced Micro Devices (A...
Feb 18	AMD	$200.12 $200.12 -0.0%	SHORT	Mandeep Singh Senior Analyst, Bloomberg Intelligence	Mandeep states, "Previously, AMD or Intel was the supplier of CPUs to the data centers for Meta. Now, with NVIDIA selling CPUs, that could have an impact on AMD." This represents a direct loss of socket share in the highest-growth segment of the market (AI Hyperscalers). If the industry standard shifts to Nvidia GPUs paired with Nvidia CPUs (Grace-Hopper/Blackwell), the Total Addressable Market (TAM) for AMD and Intel in AI data centers shrinks significantly. Short/Avoid legacy CPU makers as they face displacement in the AI value chain. Nvidia's CPUs could underperform, or hyperscalers might maintain vendor diversity to avoid vendor lock-in.	Bloomberg Markets Meta Will Deploy Millions of Nvidia Processor...
Feb 18	AMD	$200.12 $200.12 -0.0%	N/A	Finnhub News	—	Finnhub - AMD AMD Stock: $300 Appears Imminent; Why I'm Buy...
Feb 18	AMD	$200.12 $200.12 -0.0%	N/A	Finnhub News	—	Finnhub - AMD Advanced Micro Devices (AMD) Surges on Strong...
Feb 18	AMD	$200.12 $200.12 -0.0%	N/A	Finnhub News	—	Finnhub - AMD What's going on in today's pre-market session...
Feb 18	AMD	$200.12 $200.12 -0.0%	N/A	Finnhub News	—	Finnhub - AMD Nvidia Deepens India Push As AI Infrastructur...
Feb 18	AMD	$200.12 $200.12 -0.0%	N/A	Finnhub News	—	Finnhub - AMD Comcast Quantum Routing Trial Tests Future Re...
Feb 17	AMD	$203.08 $200.12 -1.5%	N/A	Finnhub News	—	Finnhub - AMD Dow Jones Futures Fall After Market Reverses ...
Feb 17	AMD	$203.08 $200.12 -1.5%	N/A	Finnhub News	—	Finnhub - AMD Jim Cramer Says Those Building Own Chips May ...
Feb 17	AMD	$203.08 $200.12 -1.5%	N/A	Finnhub News	—	Finnhub - AMD How AMD’s 200 MW Helios AI Data Center Bluepr...
Feb 17	AMD	$203.08 $200.12 -1.5%	N/A	Finnhub News	—	Finnhub - AMD AMD Expands India AI Push With TCS
Feb 17	AMD	$203.08 $200.12 -1.5%	N/A	Finnhub News	—	Finnhub - AMD Which S&P500 stocks are showing activity afte...
Feb 17	AMD	$203.08 $200.12 -1.5%	N/A	Finnhub News	—	Finnhub - AMD Palo Alto Networks, AMD, Nvidia, OLB Group An...
Feb 17	AMD	$203.08 $200.12 -1.5%	N/A	Finnhub News	—	Finnhub - AMD Nvidia and Meta expand GPU team with millions...
Feb 17	AMD	$203.08 $200.12 -1.5%	N/A	Finnhub News	—	Finnhub - AMD AMD Ties TCS Helios Rollout To Long Term AI D...
Feb 17	AMD	$203.08 $200.12 -1.5%	N/A	Finnhub News	—	Finnhub - AMD Stocks rise ahead of Fed minutes as Nvidia sh...
Feb 17	AMD	$203.08 $200.12 -1.5%	N/A	Finnhub News	—	Finnhub - AMD Meta expands Nvidia deal to use millions of A...
Feb 17	AMD	$203.08 $200.12 -1.5%	N/A	Finnhub News	—	Finnhub - AMD Why Investors Are Quietly Rotating Out Of Sem...
Feb 17	AMD	$203.08 $200.12 -1.5%	N/A	Finnhub News	—	Finnhub - AMD Cantor Fitzgerald Maintains an Overweight Rat...
Feb 17	AMD	$203.08 $200.12 -1.5%	N/A	Finnhub News	—	Finnhub - AMD Here's Why Advanced Micro Devices (AMD) is a ...
Feb 17	AMD	$203.08 $200.12 -1.5%	N/A	Finnhub News	—	Finnhub - AMD AI investments surge in India as tech leaders...
Feb 17	AMD	$203.08 $200.12 -1.5%	LONG	John Chambers Former CEO of Cisco Systems / CEO of JC2 Ventures	"The plays I really like now are the infrastructure players... AMD up 83%, Broadcom up 40%, NVIDIA up 31%." Despite fears of overspending ($700B capex), the build-out is accelerating, not slowing. These companies are the "arms dealers" for a revolution that is moving 5x faster than the internet era. The capex is necessary infrastructure, not wasted capital. LONG. Chambers explicitly names these three as the current winners he likes. A major ecosystem player "tripping" could cause a temporary market pullback/correction.	CNBC The $700 billion AI capex 'doesn't bother me ...
Feb 17	AMD	$203.08 $200.12 -1.5%	N/A	Finnhub News	—	Finnhub - AMD Assessing AMD (NasdaqGS:AMD) Valuation After ...
Feb 17	AMD	$203.08 $200.12 -1.5%	N/A	Finnhub News	—	Finnhub - AMD Comcast, Classiq and AMD Demonstrate Quantum ...
Feb 17	AMD	$203.08 $200.12 -1.5%	N/A	Finnhub News	—	Finnhub - AMD AMD and TCS to develop Helios rack-scale AI i...
Feb 17	AMD	$203.08 $200.12 -1.5%	N/A	Finnhub News	—	Finnhub - AMD AMD Targets Nvidia's Turf With Massive Tata P...
Feb 16	AMD	$207.32 $200.12 -3.5%	N/A	Finnhub News	—	Finnhub - AMD 3 Things Every AMD Investor Needs to Know
Feb 16	AMD	$207.32 $200.12 -3.5%	N/A	Finnhub News	—	Finnhub - AMD AMD Quality Score Surges On 60% Annual Data C...
Feb 16	AMD	$207.32 $200.12 -3.5%	N/A	Finnhub News	—	Finnhub - AMD Can You Really Get 55% Yield from the YieldMa...
Feb 16	AMD	$207.32 $200.12 -3.5%	N/A	Finnhub News	—	Finnhub - AMD AMD India Helios AI Build Out Adds New Chapte...
Feb 16	AMD	$207.32 $200.12 -3.5%	N/A	Finnhub News	—	Finnhub - AMD Intel Stock Has Gotten Way Ahead of Lip-Bu Ta...
Feb 16	AMD	$207.32 $200.12 -3.5%	N/A	Finnhub News	—	Finnhub - AMD XRP Gains 2.6% As a Wave of Ripple Partnershi...
Feb 16	AMD	$207.32 $200.12 -3.5%	N/A	Finnhub News	—	Finnhub - AMD NVTS vs. AMD: Which Semiconductor Stock Has a...
Feb 16	AMD	$207.32 $200.12 -3.5%	N/A	Finnhub News	—	Finnhub - AMD Prediction: Micron's Stock Price Will Be Wort...
Feb 16	AMD	$207.32 $200.12 -3.5%	N/A	Finnhub News	—	Finnhub - AMD STX Stock Soars 31% in a Month: Should You Ad...
Feb 16	AMD	$207.32 $200.12 -3.5%	N/A	Finnhub News	—	Finnhub - AMD AMD Partners With TCS to Support 200 Megawatt...
Feb 16	AMD	$207.32 $200.12 -3.5%	N/A	Finnhub News	—	Finnhub - AMD Advanced Micro Devices Expands India AI Partn...
Feb 16	AMD	$207.32 $200.12 -3.5%	N/A	Finnhub News	—	Finnhub - AMD This Week In AI Chips - India Boosts AI Capab...
Feb 16	AMD	$207.32 $200.12 -3.5%	N/A	Finnhub News	—	Finnhub - AMD Impax U.S. Sustainable Economy Fund Q4 2025 C...
Feb 16	AMD	$207.32 $200.12 -3.5%	LONG	@business	AMD is partnering with TCS to build significant AI infrastructure capacity in India, indicating increased demand for AMD's AI-related hardware and services.	@ReutersBiz Worker strike disrupts flights at Kenya's mai...
Feb 16	AMD	$207.32 $200.12 -3.5%	N/A	Finnhub News	—	Finnhub - AMD Mega Cap 8 Declining As Top Performers Emerge...
Feb 16	AMD	$207.32 $200.12 -3.5%	N/A	Finnhub News	—	Finnhub - AMD AMD and TCS to bring state-of-the-art ‘Helios...
Feb 16	AMD	$207.32 $200.12 -3.5%	N/A	Finnhub News	—	Finnhub - AMD CNBC Daily Open: Rubio reassures Europe while...
Feb 16	AMD	$207.32 $200.12 -3.5%	N/A	Finnhub News	—	Finnhub - AMD Intel Weighs India Fine And AI Push As Valuat...
Feb 15	AMD	$207.32 $200.12 -3.5%	N/A	Finnhub News	—	Finnhub - AMD Better Artificial Intelligence Stock: Nvidia ...
Feb 15	AMD	$207.32 $200.12 -3.5%	N/A	Finnhub News	—	Finnhub - AMD Arista Endorsement Puts AMD AI Accelerators I...
Feb 15	AMD	$207.32 $200.12 -3.5%	LONG	Finnhub News	Jim Cramer believes AMD stock was oversold and is poised for recovery.	Finnhub - AMD Advanced Micro Devices Inc. (AMD) Was Down Wa...

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