What top creators are saying about Advanced Micro Devices, Inc.(AMD)— Page 9

Presented as a case study for the difficulty of competing with NVIDIA, struggling on performance-per-watt and being forced to sell at lower gross margins.

The US government imposing a 15% export charge on products destined for China is a key risk factor that could impact sales in one of its largest markets.

The deal to sell AI chips (MI308) to China is a significant positive, reopening a major market and creating a tailwind for revenue.

Mentioned alongside NVIDIA in a deal where the administration allegedly expected a 'kickback' for approval, indicating heightened political risk for business dealings.

Faces significant political risk and potential stock volatility from an administration that could intervene in business deals based on political favoritism, as suggested by a deal that could be influenced by 'kickbacks'.

Rallied 5% on rumors of an NVIDIA chip delay and Goldman recommended call options, but Bridgewater Associates trimmed its position, suggesting some institutional profit-taking into strength.

Goldman Sachs recommends buying call options, citing potential for elevated upside asymmetry in stocks with high retail participation.

Mentioned as a key competitor to NVIDIA, with its upcoming MI450 chip potentially causing NVIDIA to redesign its own future chips to compete.

The stock rallied over 5% to a new 52-week high after a report that NVIDIA was delaying its next chip to better compete with AMD's upcoming product, interpreted as a major competitive win.

Showing a constructive setup holding above the key $170 level. A break above $182.50 would confirm a new leg up towards a major target of $200.

Agreed to a deal to give the U.S. government 15% of its revenue from chip sales to China, which reduces the risk of a sudden ban and creates a new, predictable cost structure for its China business.

Included in the 15% China chip tariff deal alongside NVIDIA, which is viewed as a positive development that removes uncertainty and re-opens a key market.

A satirical post suggested a hypothetical 15% revenue share on H20 chips, but investors are advised to disregard this claim and focus on official announcements and market fundamentals.

Struck a deal with the US government to give 15% of revenue from AI chip sales to China in exchange for export licenses. This removes a major uncertainty regarding access to the Chinese market, though it impacts margins.

A Morgan Stanley analyst has a neutral 'Equal Weight' rating. The investment thesis hinges on the success of the future MI400 AI chip, with skepticism about current Wall Street revenue estimates. It is viewed as having 'not much of a floor' compared to NVIDIA.

Part of the same 15% revenue-sharing deal for China as NVIDIA. The official confirmation of its China AI chip export license is a positive catalyst, providing clarity to investors.

Reportedly agreed to pay 15% of its China chip sales to the US government to secure export licenses, which could alleviate export control pressures but will directly impact revenue from the Chinese market.

Results showed it is not catching up to NVIDIA, with disappointing AI data center GPU revenue causing the stock to decline 5%.

Mentioned as a key competitor that is expected to challenge Nvidia's dominance in the AI chip market.

Positioned to benefit from Tesla's decision to disband its Dojo supercomputer project and rely more on external suppliers like AMD and NVIDIA for its compute needs.

Mentioned as one of the chip suppliers Tesla will be shifting its compute needs to.

The stock is highly volatile and sensitive to news and narratives around AI market share and geopolitics, perhaps more so than its near-term financial results.

A crucial partner whose new chip architectures are quickly supported by SMCI. AMD's valuation is used as a comparison to highlight how inexpensive SMCI is, noting SMCI is 'nearly four times cheaper' on a price-to-forward-sales basis.

Stock fell 5-9% on 'weak' data center revenue growth. However, the long-term outlook is considered bullish due to the upcoming MI350 chip, making the current dip a potential buying opportunity.

Positioned as the primary challenger to Nvidia, with strong revenue growth (up 32% YoY) and stock performance (up 45% YTD), but its high valuation reflects significant expectations for future market share gains.

Reported good, but not phenomenal, earnings, leading to a post-earnings dip due to high expectations. Future catalysts like the MI308 and MI350 chips are expected to drive stronger performance in Q3 and Q4.

Reported strong Q2 2025 earnings with 32% YoY revenue growth and a strong Q3 guide. Datacenter revenues grew 14% YoY, signaling robust demand for its AI products and sustained growth potential.

The stock is seen as 'behind the curve' on the AI trade and faces a key technical resistance level around $220, where a potential 'double top' could form.

The bull case is that the AI market is large enough for AMD to capture a small share and see massive earnings growth. The upcoming MI450 chip is considered the 'real story' and is expected to be more competitive.

Well-positioned to benefit from the AI boom. Its CEO, Lisa Su, was praised, and her market commentary was described as 'really valuable,' signaling confidence in the company's leadership and strategy.

The continued growth of private AI companies provides a strong, long-term tailwind for semiconductor companies like AMD.

AMD is participating in the US onshoring trend for semiconductor manufacturing. Its CEO stated that this is economically feasible, suggesting it could be a long-term strategic benefit.

Mentioned as a direct beneficiary of the massive CapEx spending in the AI theme, particularly noted for having a very good relationship with Meta.

Sentiment is tied directly to NVIDIA; it is expected to benefit from the same increase in AI-related CapEx from big tech companies.

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.