Stocks / Semiconductors
AMDSemiconductors
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$472.001d -10.9%5d -11.9%settled close · 2026-11-02
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Mkt cap $770B (11/2)β 3.0552w $191–652Shares 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
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Who’s talking about AMD
19 long2 neutral2 shortlatest 2026-10-26
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-26 | Steve Weiss (Short Hills)Founder, Short Hills Capital Partners | Bearish | CNBC (uncut) | AMD earnings cannot be justified at current valuations, unlike the mega-cap hyperscalers which trade at… |
| 2026-10-20 | Mike MurphyFounder and Managing Partner, Rosecliff | Bullish | Fox Business (uncut) | AMD has pulled back over 100 points during the AI-stock correction but the AI infrastructure buildout remains… |
| 2026-10-19 | Chris VerroneChief market strategist, Baird Strategas | Bullish | Bloomberg TV (uncut) | AMD has made new highs while memory chip names undercut their July situational-awareness lows, demonstrating… |
| 2026-10-19 | Chris VerroneChief market strategist, Baird Strategas | Bullish | Bloomberg Open Interest | AMD has made new highs during the broader semiconductor eight-day selloff, signaling it is part of the AI… |
| 2026-10-16 | Ann BerryFounder, Threadneedle Ventures | Bullish | Bloomberg TV (uncut) | AMD has the balance sheet quality lacking in CoreWeave, positioning it to weather the sector's current… |
| 2026-10-14 | Steve ChiavaroneCIO global equities, Federated Hermes | Bullish | Fox Business (uncut) | AI agents require substantial compute for input processing, making AMD a direct infrastructure beneficiary of… |
| 2026-10-06 | Kyle ReidheadCo-owner & head of research, Milk Road | Bullish | Fox Making Money (playlist) | AI agents roaming the internet at scale create massive incremental CPU demand that AMD is uniquely positioned… |
| 2026-09-22 | Glen KacherCIO, Light Street Capital | Bullish | The Big Picture (Ritholtz) | AMD gains from both the GPU market (rising challenger to Nvidia in AI training) and the CPU market for… |
| 2026-08-24 | Joanne FeeneyPortfolio manager & partner, Advisors Capital Management | 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… |
Show all 23 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 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… |
| 2025-11-14 | Philippe LaffontFounder & CIO, Coatue Management | Bullish | CNBC Television | AMD selling equity to fund AI chip investment is strategically sound because it positions the company as 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… |
| 2024-12-23 | Dylan PatelFounder & chief analyst, SemiAnalysis | Bearish | Bg2 Pod | AMD lacks NVIDIA's software ecosystem and system-level design capability, so its share of total AI… |
| 2024-10-17 | Cathie WoodCEO & CIO, ARK Invest | Bullish | RankiaPro | AMD scaled AI chip revenue from zero to $4B in a year and represents a credible competitive threat to Nvidia… |
| 2023-09-26 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | interview | Bill Gates, whose semiconductor knowledge Pabrai described as nitty-gritty deep after a detailed ASML… |
| 2023-08-16 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | Meb Faber | Bill Gates, whose semiconductor knowledge Pabrai found deeply impressive, identified AMD as a conviction long… |
| 2023-08-10 | James DemmertFounder & CIO, Main Street Research | Bullish | Bill Nygren | AI theme exposure is essential for investors and AMD is a favored name with consistent growth and strong… |
| 2023-05-08 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Fast Money Final Trade | Price action recovered strongly from post-earnings low of 81.02 to 85.50, supported by AI partnership… |
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Earnings
Next report: 3 Nov 2026 after the close
Confirmed date · consensus EPS 1.97. Reactions below are the next settled session over the prior close.
The options tape
Notable options days
Sessions in the last 120 where AMD’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 3 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-21 | ||||||
| 2026-09-17 | ||||||
| 2026-09-08 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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