What top creators are saying about Advanced Micro Devices, Inc.(AMD)— Page 11

Showed unusual strength, hitting a 52-week high in after-hours trading. Also seen as a long-term beneficiary of the AI buildout.

Expected to be a significant beneficiary of the AI spending boom, as demand is for 'H100 equivalents,' not just NVIDIA chips, allowing AMD to capture a significant market share.

ARKW recently acquired shares of the company.

The stock traded higher as a direct beneficiary of the strong demand signal from TSM's positive earnings report.

A backer of the high-profile AI startup Thinking Machines, making a strategic investment in a potential future AI leader.

Considered hard to be bearish on due to the strong health and massive investment in the AI sector, which serves as a tailwind.

AMD is a direct beneficiary of the US government easing export controls on AI chips to China, with the stock rallying over 6% as investors expect it to recover significant lost revenue.

Had a great day, up 7% to $155.43, outperforming NVIDIA on a percentage basis.

Expected to restart shipping its primary AI chip, the MI308, to China, following NVIDIA's license approval. The stock is breaking out of a long consolidation period.

Benefited from the positive catalyst of NVIDIA's news and is seen as a beneficiary of Meta's massive spending on AI data centers.

NVIDIA's stock price has a correlation of almost 1 with AMD, meaning they tend to move in perfect sync. The commentary is about correlation, not a direct investment thesis on AMD.

HSBC upgraded its price target to $200, expecting higher pricing for its M1350 series chips to improve operating leverage and earnings.

The chart setup is considered good as it builds a base for another move higher. A breakout could lead to the $150 - $155 range.

Seen as a beneficiary of the U.S. lifting some chip software restrictions on China, which is viewed as a positive catalyst for semiconductor companies.

The stock is in a 'get ready here' zone. A move over $138.15 would be the first bullish confirmation, with an ultimate upside target of $170.

Mentioned as performing well during a 'phenomenal week' for the semiconductor sector, driven by AI-demand tailwinds.

Participating in the semiconductor rally with strong performance, rising from around $95 to over $145 in about a month and a half.

Showed strong momentum, breaking above $140. The sentiment is explicitly stated as bullish.

Part of the extremely bullish semiconductor sector. The host is long and sees a clear path higher. Technical analysis suggests a price target of $170, with potential resistance around $163.

Had a very strong day, up over 7% and breaking through $136. Believed to be undervalued for the long term. Cathie Wood bought 130,000 shares.