Company
AMD
- Episodes
- 13
- Share
- 1.3%
- Shows
- 13
- Net sentiment
- +0.70
Down from 2.4% of episodes in the weeks before; net sentiment was +0.62.
Bullish 8Mixed 1Neutral 3Bearish 1
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on AMD. Longest episodes first.
Bullish 8
- Expects greater than expected TSMC capacity next year and may gain wafers for server products.Unpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack · The Circuit · Oct 12
- CPU and GPU demand from AI agents should accelerate growth.S&P hits all-time highs, AI trade does all the work · Investing Experts · Oct 13
- Acquired World Labs to gain a foothold in physical AI research.Dangote Refinery IPO Closes, Moove Follows Uber Out of Nigeria, Nvidia and AMD Make Big Acquisitions · Chasing The Bag with Bade & Biyi · Oct 12
- Cited as a partner supporting Cornelis's open networking strategy.Cornelis Networks Targets AI Fabric Bottleneck · Tech Disruptors · Oct 15
- MI355 reached cost parity with B200 on GLM 5.3 after software optimization.Ep. 038 - GLM 5.3 on AMD, NVIDIA, and Chinese Chips From Day One (InferenceX) | Kimbo Chen, Wenyao Gao, Jordan Nanos · SemiAnalysis Weekly · Oct 14
- Acquired Fei-Fei Li's AI company for $8.2bn, signalling strong interest in world-model technology.Nick Clegg on Europe, AI and big tech · Startup Europe — The Sifted Podcast · Oct 14
Show 2 moreShow fewer
- Helion offers a cost-effective, integrated CPU and GPU rack platform for AI workloads.AMD Helion, Cloudflare Absorbs Deno & $40B Deepfakes | Tech Field Day News Rundown: October 14, 2026 · Tech Field Day News Rundown · Oct 14
- Guest sees high growth potential and Helios rack momentum despite a high valuation; stock pulled back near support.The Big 3: JPM, GOOGL, AMD · Schwab Network · Oct 13
Neutral 3
- Mentioned only as the partner in Aureal Networks' announced tie-up.ENSILICA PLC - Final Results for the financial year ended 31 May 2026 · Investor Meet Company - Audio Archive · Oct 13
- Its Ryzen AI Max chips compete with NVIDIA's local-AI PC platform.Anthropic's Growth Is Slowing · Tech Brew Ride Home · Oct 15
- Introduced Helion OCP rack design planned for market shipping soon.Who Pays for Google's Planned Wyoming Power? — October 16, 2026 · Concrete Compute · Oct 16
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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