What top creators are saying about Advanced Micro Devices, Inc.(AMD)

Competing directly with NVIDIA is a tough challenge, and guidance merely meeting expectations led to a negative short-term stock reaction.

Reported strong Q2 revenue of $11.54 billion and raised Q3 revenue guidance to $13 billion, driven by surging data center demand and the upcoming Helios AI platform, though the stock dropped post-earnings due to a massive prior run-up.

Trading near the $500 level ahead of earnings with strong AI data center demand, though facing aggressive valuation multiples that require flawless execution.

Viewed as significantly too expensive and outpaced by its fundamental valuation appeal, prompting a suggestion to avoid.

Experienced severe declines along with the broader semiconductor index correction, but long-term fundamental demand driven by AI remains intact.

Intel is currently dominating and taking share from AMD on the HGX/DGX side.

Watching a gap around $360 amid a broader semiconductor sector downtrend.

Remains cheap on a forward long-term basis, though near-term profitability may have lagged behind NVIDIA.

Raised its agentic CPU Total Addressable Market forecast from $120 billion to $220 billion for 2030, signaling surging enterprise demand.

CEO Lisa Su raised the total addressable market forecast for agentic CPUs from $120 billion to $220 billion for 2030, indicating robust structural enterprise demand.

AMD is highlighted as having relative strength compared to other semiconductor and AI chip stocks, making it a preferred candidate for long setups.

Experienced a negative daily return of -7.23% amid a strongly bearish sentiment for semiconductor stocks.

Propelling overall market indices alongside other AI stocks, though representing concentration risk.

Benefited from a proxy bump following Intel's earnings, supported by a projected $1.4 trillion TAM for AI accelerators by 2030.

Mentioned as an alternative chip solution that customers are using to diversify away from NVIDIA.

Pure-play chip manufacturers historically outperform infrastructure and server-building service providers.

Signed a major deal with Anthropic for tens of billions in AI servers and next-gen MI450 chips, alongside a $5 billion investment, solidifying its position in AI infrastructure.

Too expensive relative to AI peers; likely to underperform on growth-adjusted valuation, suggests avoiding or reducing exposure.

AMD relatively stronger but showing signs of rolling over, sector in downtrend.

Favored under 'long compute' theme as AI inference demand grows; benefits from expanded total addressable market for AI hardware.

Expanding partnership with Microsoft for Helios rack-scale systems deployment

Microsoft partnership for rack infrastructure; gaining traction as a competitive threat to NVIDIA; event catalyst on Thursday.

Partnering with Microsoft for Azure virtual machines and Helios systems.

Showed resilience above $500 following a new partnership with Microsoft for Azure data centers.

Beneficiary of an expanded partnership with Microsoft for chip supply.

Shipping GPUs on time, but investors should monitor for rumored delays; currently viewed with some skepticism.

Expanding partnership with Microsoft for AI inference on Azure and positioning as a viable alternative to NVIDIA.

Displaying bearish technical structures contributing to pressure on the Nasdaq.

Expected to benefit from increased hardware demand even as AI software models become cheaper.

Criticized for being twice as expensive as NVIDIA without proper justification.

Noted for its forward P/E ratio within the semiconductor sector analysis.

Caught in the broader semiconductor sector 'bloodbath' and momentum unwind.

Part of a group of semiconductor stocks seeing deep morning lows.

Nearing new all-time highs and benefiting from a rotation into AI hardware and semiconductors.

Received significant price target upgrades following sector rebound.

Positioned to benefit from the re-balancing of compute and increased CPU demand in AI workflows.

Down 4-5% despite receiving analyst upgrades.

Experiencing sector-wide weakness alongside other major AI and semiconductor players.

Positioned as a necessary diversification alternative for companies looking to avoid NVIDIA ecosystem dependence.

Hyperscalers are expanding in-house chip programs to reduce spending on external GPU providers like AMD.

Strong resilience and rebound; Meta's expansion serves as a major tailwind for its GPU and CPU business.

Meta is seeking to reduce its reliance on external GPUs, including those from AMD.

Included in portfolio activity images.

Potential Rubin chip delays at NVIDIA create a strategic window for AMD to capture market share in high-end AI compute.

Noted as being down 4-7% amid a broader semiconductor sector sell-off.

Asset being monitored on the user's watchlist.

Key player in the hardware race and actively supporting European AI startup cohorts through the F/AI Accelerator.

Noted as a recent outperformer compared to NVIDIA in the semiconductor sector.

Identified as an AI-related stock on 'fire sale' after a pullback.

Part of the semiconductor group recommended for purchase following volatility.