What top creators are saying about Advanced Micro Devices, Inc.(AMD)— Page 12

Showed 'exceptional strength' with its stock surging past $180. Its strong position in the AI inference market is seen as a key long-term catalyst.

ARKK added to its existing position in the company.

Recommended as part of the bullish theme on chip stocks driven by the AI trend, alongside NVIDIA.

The sentiment is very positive, with the company showing independent strength based on a report indicating increased efficiency and pricing power for its MI350 chip, which could lead to better-than-expected earnings.

Has broken above $170, driven by reports that its MI350 chip rivals Nvidia's Blackwell and could boost earnings estimates from $9.5B to $15B, suggesting strong demand.

Bullish sentiment, with the stock approaching the key $170 level. Its performance is seen as tied to the broader semiconductor rally.

Benefiting from Intel's poor earnings, suggesting it is successfully capturing market share. Also benefiting from increased AI spending from cloud giants.

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.