Company
AMD
- Episodes
- 25
- Share
- 2.3%
- Shows
- 21
- Net sentiment
- +0.73
Bullish 18Mixed 2Neutral 3Bearish 2
The episodes that named it
Why each one was bullish, bearish or in between on AMD. Longest episodes first.
Bullish 18
- Rallied on Muse-driven CPU demand and crossed a trillion-dollar market cap.Meta’s Muse launch, Josh is wrong on Netflix, internals weaken, 10-year bonds at 5%, Buffett steps away · The Compound and Friends · Sep 22
- Stock rose notably this week as AI enthusiasm returned.TWIFO 515: Tech Explodes and Crude Sinks While the 10-Yr Yield Soars · The Options Insider Radio Network · Sep 25
- Gained 10% and reached a trillion-dollar market cap.Ken Langone, Sen. Peter Welch & Anthony Scaramucci 9/22/26 · Squawk Pod · Sep 22
- Bought on a prior correction and has performed well recently.9-23-26 Q&A Wednesday: Rates, Risks, & Record Highs · The Real Investment Show Podcast · Sep 23
- Strategic investor in Ayar Labs and a potential adopter of optical connectivity for accelerators.Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure · The Circuit · Sep 21
- Revenue up 50% and data center sales more than doubled, though valuation prices in excellence.AI Stocks Selloff 2026: Overreaction or a Real Warning Sign for Investors? · InvestTalk · Sep 22
Show 12 moreShow fewer
- Breakout to record highs and price increases make upside call spread attractive.OpenAI’s Latest Models, Bitcoin’s Recent Rally, Tech Portfolio Check 9/22/26 · Power Lunch · Sep 22
- Hit $1 trillion market cap and surged on AI trade momentum.Mega-Cap Tech Rally, Diesel Prices Hit Record High, East Coast Flight Disruptions 9/21/26 · Power Lunch · Sep 21
- Well-positioned in AI inferencing with a strong CEO, though volatile.Top 1% Portfolio Manager: 7 stocks to BUY for the AI bull run! · Full Signal · Sep 23
- Gained about 10% and joined the trillion-dollar club on server CPU demand.Enthusiasm for Meta's Muse reignites parts of AI trade · Saxo Market Call · Sep 22
- Breached $1 trillion market cap after a 10% gain on Alibaba AI chip news.Nasdaq posts record close driven by AI trade · Squawk Box Europe Express · Sep 21
- Pushing open ROCm stack, AI-enabled development, and major data center GPU deployments.Haters think AI agents can't write GPU code? This'll ROCm · The Stack Overflow Podcast · Sep 22
- Venice doubles cores and cache, challenging rivals in data center CPUs shipping in 2026.Tech Talk — September 24, 2026 · Tech Talk · Sep 24
- Price target raised on AI compute demand; presented as a trade with 650 calls for next week.The Big 3: AMD, USDE, META · Schwab Network · Sep 25
- Used as the example; rallied strongly after clearing overhead resistance and showed bullish momentum signals.4 Steps to Avoid Buying a Stock Too Early — Using AMD · How to Trade Stocks and Options Podcast with OVTLYR Live · Sep 22
- Broke out to new highs, outpacing the tech sector and reaching a $1 trillion market cap.The Big 3: AMD, INTC, ARM · Schwab Network · Sep 21
- Market cap passed $1 trillion, up about 185% YTD, pivoting to integrated AI systems.Crosswire — September 23, 2026 · Crosswire · Sep 23
- Hit a new 52-week high after a strong two-day run.The Hot Options Report: 09-22-2026 · The Options Insider Radio Network · Sep 22
Bearish 2
- Fell about 4.8% in the chip selloff.THE AI SLOWDOWN SHOCK: Why Tech Giants Just Agreed to Hit the Brakes! · Wall Street Truthbombs Podcast · Sep 22
- An export-controlled chip from its lineup was found in a Chinese project.Microsoft Kills Copilot+ PCs, Meta's VR Glasses and Muse Charm, Google Tests Gemini Phone Calls + more! · TechLinked · Sep 26
Mixed 2
- Neural rendering research is promising, but AMD is also raising prices across its products.380. RTX 6090 Launch Leak, AMD RDNA5 and PS6 Neural Ray Tracing, Nvidia AI Desperation · Broken Silicon · Sep 22
- Trades at about 40 times 2027 earnings with Helios execution risk, though warrant dilution is a factor.Meta is up big on Muse. AMD is priced for no mistakes. Micron is next. | Ep 58 · Futurum Equities Podcast · Sep 25
Neutral 3
- Strategic investor in Ayar Labs, participating in ecosystem development without specific stated calls.Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure · The Circuit · Sep 21
- Named as a potential challenger to Nvidia's GPU dominance, with limited near-term share gains expected.Why Nvidia's $13B Deal for Hugging Face Was Never About Revenue · Eventual Consistency | Your Reality Check on What's Actually Happening in Data · Sep 23
- Discussed as a competitor trailing NVIDIA on upscaling features, though competitive in raw performance.DLSS5 Explained with Linus Tech Tips · The Vergecast · Sep 22
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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