What top creators are saying about Advanced Micro Devices Inc.(AMD)— Page 2

Meta's decision to increase AI Capital Expenditures is seen as bullish for chipmakers like AMD, who are expected to benefit from increased GPU sales.

A serious hardware competitor to NVIDIA with a competitive compute footprint, but its ability to gain market share is challenged by its software platform, which is still catching up.

Mentioned as a key NVIDIA rival that has reportedly struck deals with major AI firms like OpenAI, indicating it is successfully competing for business in the AI chip market.

Positioned as a key beneficiary of the trend to diversify the AI supply chain away from NVIDIA. The company has struck deals with major players like OpenAI, signaling its role as an important secondary supplier.

Mentioned as a historical example of how cloud customers successfully adopted its chips over Intel, suggesting a similar competitive threat could emerge for NVIDIA.

Seen as a strong #2 in the AI chip space and a great alternative to NVIDIA. The recent pullback from $260 to the $190s was viewed as a buying opportunity and it was named TD Cowen's top pick for 2026.

Mentioned as part of the 'healthy competition' to NVIDIA, indicating it is a player in the expanding 'multi-supplier, very healthy, very heterogeneous ecosystem' for accelerated compute.

Mentioned as a competitor that is gaining traction with NVIDIA's customers, suggesting the competitive AI chip landscape is heating up.

ARKK fund sold off a substantial position in the company.

One of the most actively traded stocks by retail investors, indicating continued interest and potential momentum for short-term trading opportunities.

The stock broke a key support level, falling below $200 after holding the $260 level for weeks, indicating a significant technical breakdown.

Mentioned as a potential beneficiary of Saudi Arabia's planned $1 trillion investment push into US AI and technology, which is not currently factored into guidance.

Strong AI demand is fueling the need for more chips from companies like AMD, alongside NVIDIA.

Identified as a key AI hardware play as the demand for GPUs and related hardware is real and far outstrips supply, suggesting continued growth.

David Tepper (Appaloosa Management) bought a new stake as part of his bullish thesis on AI and semiconductors.

Mentioned as having 'stunning results' that confirmed the AI boom is real, despite the current market sell-off.

Guided for 35% revenue growth over the next five years, indicating a very strong outlook.

Extremely bullish sentiment is driven by gross margin guidance of 55%-58%, significantly exceeding expectations and indicating it's capturing a highly profitable share of the AI market, leading to a major analyst price target upgrade.

Presented a very aggressive and optimistic growth plan, projecting 35% annual revenue growth and aiming for 55-58% gross margins, causing the stock to rise over 4% after-hours.

The company announced a strategy to lead a projected $1 trillion compute market, indicating management's confidence and an optimistic long-term vision.

Valuation is heavily dependent on handshake deals and spending commitments from OpenAI that may never materialize.

Despite a 'beat and raise' quarter, the stock was under pressure because its gross margin guidance only met, but did not exceed, analyst expectations, showing that simply meeting high expectations is not enough for the market.

The company 'crushed it' on earnings with a 36% revenue increase and strong guidance. The stock's flat performance was attributed to a 'buy the rumor, sell the news' scenario after a massive run-up a month prior.

Inclusion as a key technology partner in a large-scale Middle East AI build-out confirms its strong position as a competitive player with the ability to capture a meaningful share of the expanding AI infrastructure market.

The speaker holds a short position on AMD, believing the market has not yet recognized upcoming headwinds. They estimate it will take 'more than a few weeks for the market to get it'.

Mentioned as doing 'great work' and being a key player competing for OpenAI's business in a market with insatiable demand for AI chips.

Considered a hold, benefiting from the broader semiconductor trend. Intel's admission of being behind in data centers is seen as bullish for AMD's market share gains.

Stock reached an all-time high of $259, with a politician's purchase shortly before the announcement of a $1 billion Department of Energy partnership noted as significant.

Initially fell on the Qualcomm news, creating a new competitive threat. However, the stock recovered after announcing a $1 billion partnership with the U.S. Department of Energy to build new supercomputers.

Investors should monitor the earnings and capital expenditures of AMD, as any sign of slowing investment in the AI 'flywheel' could be a warning sign for the broader market.

Hit new all-time highs, reaching $250, showing significant momentum and leadership in the semiconductor sector, outperforming peers.

Mentioned as a competitor that could benefit from the bullish signal in the semiconductor sector following Intel's strong earnings report.

The massive investment in AI infrastructure by Oracle highlights strong demand for AI compute, suggesting bullish sentiment for related companies like AMD.

Mentioned as a significant new enterprise client for Commerce Bancshares in Q3.

Secured a deal with OpenAI as part of a strategy to diversify the AI lab's chip supply chain. Being chosen is a major vote of confidence that validates its products for the AI infrastructure build-out.

Mentioned as the primary alternative for companies looking to reduce their reliance on NVIDIA, positioning it to potentially capture market share as customers seek to lower costs.

Positioned as the main beneficiary of the 'anti-Nvidia alliance', with OpenAI's significant deal serving as validation that its hardware is a viable and cost-effective alternative for running AI models.

The creation of a new 5X leveraged ETF for this stock is highlighted as a sign of late-cycle market behavior, excessive speculation, and increased market fragility.

Mentioned as a quality growth company that is being rewarded in the current market.

The stock has seen enormous gains from the AI theme, causing bubble concerns. However, the widespread nervousness is viewed as a contrarian bullish indicator that it may not be the top.

Mentioned as an example of the 'heating up' AI narrative, referencing its performance in the AI space.

The market is reacting very positively to its role in AI, particularly GPU partnerships with companies like Oracle. It is seen as a potential rotation play from NVIDIA with more room to run.

Partnered with OpenAI for a 6 gigawatt data center, which caused the stock to surge 35% in one day. Considered a major player in the AI chip space.

Stock showed initial weakness due to Broadcom's deal with OpenAI, as investors perceived it as a loss for AMD, but the stock later recovered. Mentioned as a key player in the AI hardware ecosystem alongside NVIDIA and Broadcom.

The partnership with OpenAI is a strong positive catalyst, solidifying AMD's position as a key supplier of hardware for the AI boom and a major player alongside competitors.

Secured a landmark $15-$18 billion GPU procurement deal with OpenAI, a massive validation that solidifies AMD as the primary challenger to NVIDIA and provides a tangible boost to its top line.

Mentioned alongside NVIDIA as a 'pick and shovel' investment, providing the underlying infrastructure for AI platforms, which is considered a robust strategy.

Announced a massive strategic partnership with OpenAI to supply GPUs for its AI infrastructure, with warrants vesting up to a $600 share price. However, bearish counterpoints exist regarding its technological competitiveness against NVIDIA.

Positioned as a rival to NVIDIA and signed a major partnership with OpenAI. However, it is engaged in the same type of circular deals, meaning it carries similar risks related to the sustainability of investment-fueled demand.

Comments from NVIDIA's CEO suggest a potential strategic misstep and lack of confidence in its deal with OpenAI, which could impact its competitive standing.