US · 10 entries · 10 publications
AMD
More bullish than bearish among those that state a stance.
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Sign up freeSubstack · Un Café Con TotalTrader ☕️🚀 · José Rivas Vizcarra
Un martes de récords, declaraciones incendiarias y fusiones de más de $100 mil millones: tu café ya está listo ☕
Since publication AMD −17.7% α −16.1 pp vs S&P 500 · USD
Substack · 美股送分題
市場只是把 CY30 CPU的故事提前買了，還是連外資對 CY30 的 AMD 都可能估低了？
Since publication −15.6% α −15.2 pp vs S&P 500 · USD
Substack · Don Wharton Victoria, BC · Don Wharton
Topicus and Lumine’s Results Bode Well for Constellation Software and AMD Acquires Another Canadian AI Chip Company
Since publication AMD +12.0% α +12.7 pp vs S&P 500 · USD
Substack · Hundal Earnings
AMD captures value by turning chip innovation into data-center share, while Nvidia's ecosystem and custom silicon threaten the returns on that investment.
Since publication AMD +13.1% α +14.1 pp vs S&P 500 · USD
Substack · Ashton Invests
Record revenue, accelerating Data Center demand and a Helios ramp that is only beginning
Since publication +10.2% α +10.8 pp vs S&P 500 · USD
Substack · ThePrivatePublicInvestor · The Private Public Investor
The Leader in Agentic Compute
Since publication +16.9% α +13.5 pp vs S&P 500 · USD
Blogs · r/ValueInvesting · /u/adlibitumconbrio
Hi everyone, I want to share a structural investment thesis on why AMD is uniquely positioned to capture a massive share of the global AI hardware market—spanning both Hyperscaler clusters and the next-gen agentic…
Since publication AMD +0.4% α −1.0 pp vs S&P 500 · USD
Substack · Tarifa Fund · Tarifafund
2 ideas de inversión y 2 acciones desplomadas tras presentar resultados
Since publication +208.4% α +187.9 pp vs S&P 500 · USD
Substack · Equity Radar
AMD just reported what I consider to be one of the most misunderstood quarterly results in recent memory.
Since publication +208.2% α +187.1 pp vs S&P 500 · USD
Blogs · ValueWalk
Chipmaker Advanced Micro Devices turned in a strong first quarter and expects a solid Q2, despite a challenging economic and regulatory environment.
Since publication +429.4% α +393.1 pp vs S&P 500 · USD
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Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.