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

Recommend trailing stop losses up to $431 to lock in profits.

Significant retail inflows and options activity noted.

Part of the broad bearish outlook on the semiconductor design layer.

Mentioned as a competitor to Nvidia, trading at a comparatively less attractive valuation of 32 times cash flow.

Nvidia's overwhelming success reinforces its market leadership, which could be a headwind for competitors like AMD trying to gain market share.

Secured a major multi-year deal to supply Meta with its Instinct GPUs, positioning it as a key supplier in the AI chip market. The hosts expressed very positive sentiment, stating CEO Lisa Su is 'on an absolute tear'.

Secured a five-year, multi-billion dollar deal with Meta to supply AI chips, guaranteeing a massive revenue stream ($70-$80 billion) but raising concerns about shareholder dilution due to warrants given to Meta.

The OpenAI funding is seen as a potential stabilizing force for the stock, whose volatility was partly due to uncertainty about OpenAI's ability to pay its bills.

The analyst has taken profits on the stock, suggesting a move to a more neutral stance after a period of gains.

Considered fundamental to the AI buildout, as the immense demand for cheaper processing (tokens) solidifies their central role in the ecosystem.

Identified as a likely beneficiary of a broad hardware upgrade cycle driven by the demands of local AI processing on consumer PCs.

Investors should consider going long on GPU and TPU makers like AMD to gain exposure to the sustained demand from the AI capital expenditure boom.

The immense computing power required for advanced AI agents will benefit companies that provide the underlying infrastructure, such as semiconductor and chip manufacturers.

Big Tech's massive CapEx for AI signals strong tailwinds for semiconductor companies like AMD.

The host bought the stock on the dip, calling the sell-off 'stupid.' It is seen as a major beneficiary of the Big Tech CapEx cycle alongside NVIDIA.

Included as a small part of the 'AI Play' in the long-term 'Jail Stash' portfolio for exposure to the growth of Artificial Intelligence.

Stock fell 17% post-earnings because strong results were not enough to satisfy the market's extremely high expectations for a highly-valued AI stock.

The host expressed a bullish, buy-the-dip sentiment, stating an intention to 'snag some AMD this week as well on the cheap.'

An investor in and customer of AI chip competitor Cerebras, placing it strategically within the AI ecosystem and highlighting its efforts to build partnerships.

Identified as an innovative 'future' company that is being sold off irrationally due to a market-wide liquidity crisis, representing a long-term buying opportunity.

Mentioned alongside NVIDIA as a company for which the massive CapEx spending by tech giants 'has to be bullish'.

As a semiconductor company making chips for AI, AMD is positioned to benefit from the overarching trend and demand for computing power to run AI models.

The stock fell approximately 9% because its Q1 guidance missed high analyst expectations, overshadowing a strong Q4 earnings beat.

Advanced Micro Devices (AMD)... saw their stock prices rise ahead of their earnings reports, indicating positive investor anticipation.

Could potentially benefit from news that OpenAI is seeking alternatives to NVIDIA's chips, highlighting the competitive dynamics in the AI hardware space.

As a maker of GPUs critical for AI, the company is a direct beneficiary of the hardware demand driven by the growth of AI foundation models.

As a key player in the 'on fire' AI semiconductor sector, the stock gained +11% in the past week.

The growth of private AI companies like Anthropic suggests continued tailwinds and potential upside for AI infrastructure and software providers.

Mentioned as a beneficiary if Meta Platforms announces a large increase in capital expenditures for AI, as Meta is a huge customer for chip companies.

The company is a potential target for an 'economic strike' due to its CEO's political engagement, which could create downward pressure on its stock price.

Received an analyst upgrade, causing the stock to rally 7% to $250. It is 'catching the bid' and showing significant momentum, gaining favor among investors in the AI space.

Along with NVIDIA and Cerebras, AMD is a key supplier to major AI labs, positioning it for significant growth amid a 'renaissance in silicon' and extremely bullish long-term sentiment for the AI hardware market.

While expected to benefit from a bullish US-Taiwan trade deal, the stock saw a significant intraday reversal, falling from $238 to $227.

Received a double upgrade to a $270 price target from Bernstein, with projections of massive long-term growth and potential for the stock to reach $900 to $1,500 by 2030.

Mentioned as a rival against whom NVIDIA is widening its competitive moat due to the significant performance and efficiency gains of the new Vera Rubin chip.

Showing significant weakness and falling to the low $200s, which is considered confusing as it is expected to be a beneficiary of the AI trend.

Secured a major partnership with OpenAI, which will purchase 'tens of billions worth of AMD chips,' validating its technology and positioning it as a 'massive beneficiary' of AI demand.

Despite unveiling its latest AI chips to compete with NVIDIA, shares fell more than 2%, suggesting a bearish short-term reaction and investor skepticism about its ability to meaningfully challenge NVIDIA's dominance.

Up 1%, showing continued strength as part of the market-leading semiconductor sector.

Investor interest is being driven by the 'pre-CES trade' hype, as the CEO is scheduled to speak at the upcoming event.

Mentioned as part of the extremely bullish 'picks and shovels' theme for the AI boom, supplying essential hardware for AI data centers.

The rise of Huawei as a viable competitor in the AI chip market could have ripple effects on the valuations and competitive landscape for current market leaders like AMD.

Mentioned alongside NVIDIA as a chip company benefiting from hyperscaler demand for AI infrastructure.

Mentioned as a beneficiary of OpenAI's large capital raises, which will be used to purchase more chips for AI infrastructure.

Could indirectly benefit as the AI market continues to expand, driven by strong investor confidence in the sector.

Presented as a significant player and a direct competitor to NVIDIA, offering investors an alternative way to gain exposure to the AI chip boom and diversify within the semiconductor sector.

Considered to be more expensive than Nvidia based on the speaker's valuation metrics, making Nvidia the better investment play as the market leader.

Identified as a key player in the AI hardware race, reinforcing its central role and potential to benefit from massive investment in the AI trend.

Mentioned as a direct competitor to NVIDIA that secured a deal with OpenAI, which reportedly angered NVIDIA.

The investment case is strong as its GPUs offer the flexibility required for the current AI development cycle. The CEO believes GPUs will remain the clear majority of the market for the next five years.