AMD
AMDWho's tracking it
People we track who have mentioned this stock — their take and the move.
Microsoft and Meta earnings calls indicate sustained AI capex with compute scarcity across
Microsoft will deploy next-gen rack-scale AI infrastructure based on AMD Helios.
Source: X / @aleabitoreddit ↗AMD is investing $5B in Anthropic, which will buy 2 GW of AMD's latest chips worth tens of
AMD secures a massive customer (Anthropic) and a multi-billion dollar chip deal, positioning itself strongly in the AI chip market.
Source: X / @aleabitoreddit ↗AMD's upcoming SF event (July 22-23) is expected to provide disclosures on CPO roadmap and
AMD is expected to provide additional disclosures on CPO roadmap and MI500; if confirmed, it would be thematically positive, but no details yet.
Source: X / @aleabitoreddit ↗Memory and AI-related stocks saw broad gains, with Kioxia up 17%, Samsung up 6%, and multi
AMD gained 4%+ in premarket, part of AI chip rally.
Source: X / @aleabitoreddit ↗The author discusses recent advancements in generative AI, specifically around large langu
AMD's MI300 series offers strong competition for AI workloads, gaining traction in cloud data centers.
Source: X / @elonmusk ↗The author highlights growing competition in the AI chip space, with AMD gaining ground on
New AI chip launches and partnerships with major cloud providers signal strengthening market position.
Source: X / @elonmusk ↗The post discusses the potential impact of a new technology on the semiconductor industry,
The author mentions AMD as a competitor in the AI chip space, but with less certainty about its immediate gains compared to NVIDIA.
Source: X / @elonmusk ↗The article discusses how TSMC's 3nm process technology is a critical bottleneck for the e
AMD uses TSMC's 3nm for its MI300 and future chips, but faces competition from NVIDIA and Intel.
Source: X / @elonmusk ↗The author observes a simultaneous sharp drop (-4% to -10%+) in multiple semiconductor/sto
Indiscriminate selloff from margin liquidations, not fundamentals, may create a buying opportunity if underlying improves.
Source: X / @aleabitoreddit ↗Trendforce reports AMD is actively placing multiple procurement orders for CW lasers to se
AMD is actively securing CW laser supply, indicating a strategic move to avoid capacity constraints, but the author does not make a bullish call on the stock.
Source: X / @aleabitoreddit ↗The author believes AI is as disruptive as the agricultural or industrial revolution and e
Valuations going up every day, likely some corrections; unhealthy for everything to go up together.
Source: X / @aleabitoreddit ↗New reports indicate AMD is struggling to secure CW laser supply and is negotiating large
AMD is actively seeking CW laser supply, indicating potential production constraints but also proactive efforts to secure capacity.
Source: X / @aleabitoreddit ↗
