Stocks / Semiconductors
AMDSemiconductors
Advanced Micro Devices
$545.091d +5.0%5d +8.6%settled close · 2026-09-17
Mkt cap $355B (4/10)β 2.8852w $156–579Shares 1.63BInd. Semiconductors & Related DevicesNasdaq since 1973Emp. 31,000HQ Santa Clara, CAamd.com
The tape, with the calls on it
Who said what, and what AMD did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talkingIdea Scout · free
Who’s talking about AMD
9 long2 neutrallatest 2026-08-24
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-08-24 | Joanne Feeney | Bullish | Bloomberg Open Interest | AMD is a special opportunity positioned to continue gaining market share against Intel in servers and to make… |
| 2026-07-27 | Lyn AldenIndependent macro strategist | Neutral | THE Bitcoin Podcast with Walker | The AI/semiconductor complex grew from ~$2T to ~$20T market cap; law of large numbers makes another 10x… |
| 2026-05-23 | Chris WhalenBanking analyst — Whalen Global Advisors | Bullish | Julia La Roche Show | AMD was bought when unloved and has outperformed Nvidia, benefiting from AI buildout spending while Nvidia… |
| 2026-05-06 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Bloomberg Podcasts | AMD is ARK's third-largest holding and benefits from the shift toward CPU activation in AI inference, with… |
| 2025-12-13 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Global Money Talk | AMD has a near-term AI advantage through superior memory capacity for large context windows needed by… |
| 2025-12-05 | Lyn AldenIndependent macro strategist | Neutral | interview | Trimmed AMD alongside TSMC for the same valuation-stretch rationale — AI-capex concentration risk and the… |
| 2025-07-04 | Shay BoloorChief Market Strategist, Futurum Equities Research | Bullish | The Compound | AMD only needs sub-10% of the $500B AI acceleration market to reach $50B in revenue, and inference cost… |
| 2024-12-31 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | AMD is a beaten-down AI semiconductor name that underperformed peers despite a strong AI capex cycle… |
| 2023-09-26 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | interview | Bill Gates, whose semiconductor knowledge Pabrai described as nitty-gritty deep after a detailed ASML… |
| 2023-08-16 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | Meb Faber | Bill Gates, whose semiconductor knowledge Pabrai found deeply impressive, identified AMD as a conviction long… |
Show all 11 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2023-08-10 | James DemmertFounder & CIO, Main Street Research | Bullish | Bill Nygren | AI theme exposure is essential for investors and AMD is a favored name with consistent growth and strong… |
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Earnings
Next report: 2 Nov 2026 after the close
Confirmed date · consensus EPS 1.95. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where AMD’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 12 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-17 | ||||||
| 2026-09-08 | ||||||
| 2026-05-06 | ||||||
| 2026-05-01 | ||||||
| 2026-04-27 | ||||||
| 2026-04-23 | ||||||
| 2026-04-20 | ||||||
| 2026-04-10 | ||||||
| 2026-04-09 | ||||||
| 2026-04-02 | ||||||
| 2026-03-26 | ||||||
| 2026-03-25 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
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