AMD (AMD) Stock | AMD Stock Price & Analysis

3M

💡 SoftBank, Arm and possible acquisition of Ampere Computing: a revolution in the semiconductor industry?

The technology world is on the threshold of another major transaction. SoftBank Group $SFTBY and Arm Holdings $ARM, well-known players in the technology industry, are considering the acquisition of Ampere Computing. Ampere is a startup that specializes in making chips...
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Trevor Mills

@trev_mills 3M

I don't know if Ampere can compete with $AMD, but at the very least this is interesting news. A lot will depend on what kind of start they have and how they do in the beginning and whether they can do it.

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Wise investor

@wise_investor

3M

🚀 Microsoft and the AI revolution: what does $80 billion mean for the future of technology? 💡

Microsoft $MSFT recently announced that it plans $80 billion in data center and AI investments for 2025. That's almost double the $44 billion last year ! This massive investment confirms that tech giants will continue to aggressively push the development of AI and related industries.

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Nigel Thornton

@_thornton 3M

I honestly trust Google more, as I think they have more potential, but this news is great. Microsoft is really doing well and can simply afford such investments.

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James Smith

@smithonian

5M

Shares of $AMD plummeted significantly after earnings!

The company reported weaker than expected results. The company's shares responded by falling 8%.

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Malcolm Stokes

@stokes_malky 5M

So far, I only have $ASML in my portfolio. If I add a stock from this sector to my portfolio, it will be either $TSM or $AMD.

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AMD

$96.25

AMD

+1.88%

5M

Sentiment: Positive

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Wise investor

@wise_investor

5M

🗓️Klíčové events of the week! 🌟

This week will be the most important week of the whole results season for me, since there are so many results and events, I'm just attaching my list of the most important news:

❌Monday
Prague Stock Exchange closed due to a public holiday

Results:
Before the markets open: ON Semi $ON

After markets close: Ford $F

📊Tuesday

US Consumer Confidence

JOLTS - Job...
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Bill Combs

@billcombs 5M

It's going to be very interesting from tonight through Thursday, so I'll definitely be watching.

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Wise investor

@wise_investor

6M

🗓️Klíčové events of the coming week!

This week there are interesting conferences, news in AIbut also at Robotax. In this busy week, we start the results season, which will be kicked off by PepsiCo followed by the largest banking house in the United States!

Let's keep a close eye on these events!

🧠Monday: $NVDA AI Summit - NVIDIA is one of the leaders in AI chips. From data...
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Bill Combs

@billcombs 6M

Well, I have to say that the results of the banks made me happy. Now I will be interested in the results of $BAC, as I have their stock in my portfolio.

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Alfred Gray

@alfredgray

8M

AMD strengthens its position in AI with $4.9 billion acquisition of ZT Systems

- Acquisition of ZT Systems: $AMD announced the acquisition of ZT Systems for $4.9 billion, strengthening its position in artificial intelligence and data center infrastructure.

- Competitive Advantage: This acquisition will enable $AMD to better compete with Nvidia, which dominates the AI and data...
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Ashraf Aboudar

@ashraf_dd 8M

AMD is awesome and in my opinion now sells for a much better price than Nvidia. The latter may be king, but the 2s, 3s and others on the market are still pretty good. I like what they are doing.

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AMD

$96.25

AMD

+1.88%

8M

Sentiment: Positive

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AMD

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$96.25

AMD

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Wise investor

@wise_investor

8M

🗓️Přehled of this week's events you shouldn't miss!

Hey investors here's another round-up of highlights for the week ahead. In my opinion, this week will be one of the most interesting earnings weeks.

Monday: Earnings: Before the markets open ONSemi $ON, a semiconductor company that currently has a major partnership with Volkswagen, will report earnings . We'll alsoget results...
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Bill Combs

@billcombs 8M

Thanks for the overview. There's a lot of results out there and it's going to be a busy week overall. I'm currently on vacation, but I'll at least try to follow it a bit😁

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Bill Combs

@billcombs

9M

Which chip companies do you hold in your portfolio?

I only have $ASMLstock from this sector . I might add $AMD to my portfolio at a lower price .

Vote to see the results! 1 answer already!

NVDA

ASML

AMD

INTC

TSMC

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Ashraf Aboudar

@ashraf_dd 9M

I only have $TSM left. I see a lot of people still have $NVDA. Congratulations on what is surely a great assessment.

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Steve James

@stevejames

9M

Chip stocks have lost more than $500 billion in value due to trade concerns with China. This has pushed$AMD down to an interesting level. Anyone buying or is it still expensive on you?

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Ashraf Aboudar

@ashraf_dd 9M

Show too expensive😅I'm already sold on $AMD similar to Nvidia.

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AMD

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AMD

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Wise investor

@wise_investor

9M

📈 💻AMD vs Intel and new competition!

Advanced Micro Devices $AMD is a global manufacturer of semiconductor components, primarily focused on the development of high-performance processors and graphics cards. In recent years, the company has gained significant market share with its high-end products such as theRyzen series of processors and Radeon graphics cards . In this way ,...
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Yorick Ericson

@yorickericson 9M

I appreciate that it says how Intel is just trying to narrow the gap with TSM. 18A is supposed to be comparable to N3P and Intel will have nothing to respond to N2 planned for 2025. Betting on INTC now is a pretty risky choice in my opinion, that's why I prefer to stick to the current cutting edge, which is hardly something everyone will run away from just because someone else builds fabs and recruits a team of marketers. The idea that competitors in the form of AMD or NVIDIA will manufacture at INTC is hard to believe, in the same way Apple will find it hard to think about handing over their know how to someone who makes their own chips.

So what I've been watching the last couple of years, TSMC despite being the leader is still growing revenues and profits nicely because they have a lot of pricing power due to their manufacturing technology. Intel adopted EUV pretty late, probably will have much worse yields than TSM and probably Samsung, i.e. smaller margins (+large CAPEX). Shareholders are looking at a paltry dividend that just won't get to the original values and capital appreciation is also very uncertain.

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