AMD ADVANCED MICRO DEVICES INC · NASDAQ · Semiconductors & Related Devices
What each lens says: crowd — 2 posts and 7 loud comments read bullish · insiders — insiders bought $0.0M and sold $56.8M in 30 days (0 buys, 31 sales) · funds — Citadel, Duquesne (Druckenmiller), Renaissance Technologies opened or grew · ARK Invest, Appaloosa, Bridgewater cut or exited · press — 30 headlines read upbeat
no price series yet
What the readers say — 0 reads of posts over 50 upvotes, last 30 days
no reads yet — the model key is not set on the server
posts per day (height) and word-score mood (color), gated
Connected to AMD — asked of the layer, served live
news.articles
- discusses ×1 AMD Reveals A $6.5 Million Marvell Bet That's Already Soaring - Advanced Micro Devices (NA
- discusses ×1 Eaton, AMD and SpaceX: CNBC ‘Final Trades’ - Advanced Micro Devices (NASDAQ:AMD)
- discusses ×2 UGRO, DKNG, SRPT, DXYZ, AMD: 5 Trending Stocks Today - Advanced Micro Devices (NASDAQ:AMD)
- discusses ×2 AMD Stock Hits Fresh Record High, Up 183% This Year - Advanced Micro Devices (NASDAQ:AMD),
research.hypotheses
- discusses ×1 hyp:basket:02aba524a033:20260907
- discusses ×1 hyp:basket:06f0c2675ba4:20260907
- discusses ×1 hyp:basket:0f0a7bfb57e6:20260907
- discusses ×1 hyp:basket:1186c0f803c4:20260907
- discusses ×1 hyp:basket:20301a22effb:20260907
- discusses ×1 hyp:basket:2ec7f5682e36:20260907
- discusses ×1 hyp:basket:3628e94d8c48:20260923
- discusses ×1 hyp:basket:3b80b5f59c7f:20260909
- discusses ×1 hyp:basket:4d608556a82c:20260907
- discusses ×1 hyp:basket:4ee80fc906b1:20260907
- discusses ×1 hyp:basket:63f5eb3d2498:20260907
- discusses ×1 hyp:basket:774e6fed669c:20260907
History of AMD — the layer's log: every relationship that appeared, strengthened or faded
- 2026-10-03 22:50 strengthened references reddit:t3_1wspokn social.posts · ×16
- 2026-10-03 21:12 appeared discusses hyp:cluster:cb1fd2a8fe13:20261003 research.hypotheses · crossed the bar · ×1
- 2026-10-03 19:38 faded references news:c23f48a3d22101e8 news.articles · evicted by a cap · ×1
- 2026-10-03 19:38 returned references news:29960e867e355368 news.articles · crossed the bar · ×1
- 2026-10-03 19:38 faded references news:8a0ec49fe7bb93ed news.articles · evicted by a cap · ×1
- 2026-10-03 19:38 returned references news:444e3b599951af9e news.articles · crossed the bar · ×1
- 2026-10-03 19:38 faded references news:bcd84b6871983411 news.articles · evicted by a cap · ×1
- 2026-10-03 19:38 returned references news:28b486e997f04186 news.articles · crossed the bar · ×1
- 2026-10-03 19:38 faded references news:904b6caa07e17370 news.articles · evicted by a cap · ×1
- 2026-10-03 19:38 returned references news:755a586993d6075e news.articles · crossed the bar · ×1
- 2026-10-03 19:38 faded references news:ac84257dcc6091d4 news.articles · evicted by a cap · ×1
- 2026-10-03 19:38 returned references news:1a87407484bec66e news.articles · crossed the bar · ×1
- 2026-10-03 19:38 faded references news:e0147b37a9c236fb news.articles · evicted by a cap · ×1
- 2026-10-03 19:38 appeared references news:ff423bbaddbb82f3 news.articles · crossed the bar · ×1
- 2026-10-03 19:38 faded references news:4d4eb87d1971dbfe news.articles · evicted by a cap · ×1
- 2026-10-03 19:38 returned references news:43fd068e2f92934b news.articles · crossed the bar · ×1
- 2026-10-03 19:38 faded references news:22afb2a55b36d5e4 news.articles · evicted by a cap · ×1
- 2026-10-03 19:38 returned references news:c16bdf2dc6aee5c8 news.articles · crossed the bar · ×1
- 2026-10-03 19:38 faded references news:2c3733af8dc27259 news.articles · evicted by a cap · ×1
- 2026-10-03 19:38 appeared references news:c9d1ecb55ef5f989 news.articles · crossed the bar · ×1
- 2026-10-03 19:38 faded references news:ca6d7279b5204c52 news.articles · evicted by a cap · ×1
- 2026-10-03 19:38 returned references news:c23f48a3d22101e8 news.articles · crossed the bar · ×1
- 2026-10-03 19:38 faded references news:6d38b693ef8d17ec news.articles · evicted by a cap · ×1
- 2026-10-03 19:38 returned references news:8a0ec49fe7bb93ed news.articles · crossed the bar · ×1
- 2026-10-03 19:38 faded references news:7fa4cb3d0a2f299b news.articles · evicted by a cap · ×1
- 2026-10-03 19:38 returned references news:bcd84b6871983411 news.articles · crossed the bar · ×1
- 2026-10-03 19:38 faded references news:76c58d2e71683167 news.articles · evicted by a cap · ×1
- 2026-10-03 19:38 returned references news:904b6caa07e17370 news.articles · crossed the bar · ×1
- 2026-10-03 19:38 faded references news:bf43a50d095effda news.articles · evicted by a cap · ×1
- 2026-10-03 19:38 returned references news:ac84257dcc6091d4 news.articles · crossed the bar · ×1
- 2026-10-03 19:38 faded references hyp:cluster:4de70dec5e5a:20261003 research.hypotheses · evicted by a cap · ×1
- 2026-10-03 19:38 returned references news:e0147b37a9c236fb news.articles · crossed the bar · ×1
- 2026-10-03 19:38 faded references hyp:lead_lag:f0af8b5d5634:20261003 research.hypotheses · evicted by a cap · ×1
- 2026-10-03 19:38 appeared references news:4d4eb87d1971dbfe news.articles · crossed the bar · ×1
- 2026-10-03 19:38 faded references ptr:20034188:0 congress.trades · evicted by a cap · ×1
- 2026-10-03 19:38 returned references news:22afb2a55b36d5e4 news.articles · crossed the bar · ×1
- 2026-10-03 19:38 faded references hyp:basket:563917ffae6c:20261003 research.hypotheses · evicted by a cap · ×1
- 2026-10-03 19:38 returned references news:2c3733af8dc27259 news.articles · crossed the bar · ×1
- 2026-10-03 19:38 faded references news:dee033edc04869c8 news.articles · evicted by a cap · ×1
- 2026-10-03 19:38 appeared references news:ca6d7279b5204c52 news.articles · crossed the bar · ×1
The reads — each post's actual stance, by a language model
no reads yet for this ticker
Reddit posts — over 50 upvotes
The comments — loudest in 30 days, over 10 upvotes
“It’s a bit of a desperate play to diversify by AMD since Nvidia has similar internal labs for robotics, health, etc. It’s more akin to Yahoo buying Mark Cuban’s company in the height of the dot com boom”
200 ⬆ · u/Unfair-League-3204 · r/wallstreetbets · on AMD acquiring Fei-Fei Li's World Labs AI firm in deal worth $8.2 billi
“World Labs is pretty well known in the research community as a sham.
They basically call their 3D gaussian splat scenes proof of “world models” knowing full well this has little to do with what the term actually means in robotics, which is an AI’s mental model of the world.
AMD seems like a compan…”
140 ⬆ · u/admin_default · r/wallstreetbets · on AMD acquiring Fei-Fei Li's World Labs AI firm in deal worth $8.2 billi
“Clearly all the chip sell off money moving to AMD now.
#Few months back we saw AMD, Micron, San Disk, Etc all touching all time highs, then the sell off came.Now AMD touching all time high. Institutional buyers swept in last 1 week. Clearly they know something.
Btw Congrats to AMD holders, wish ha…”
101 ⬆ · u/Sleepergiant2586 · r/stocks · on AVGO is lagging the entire semis rally. What am I missing?
“There is more to this deal than just “600 strike price achieved therefore 10% of company now belongs to META”. Meta can only exercise these warrants if they reach 6GW. A typical large datacenter draws 50–200 megawatts, so 6 GW is roughly 30 to 60 massive datacenters' worth of AI compute, all running…”
83 ⬆ · u/bananashakewithice · r/stocks · on AMD META equity deal question
“And the deal essentially made Meta prioritize building its own infrastructure and engineering skill set around AMD chips, creating stickiness with AMD. Essentially, the deal locks Meta in as a customer, not only for the first 6GW, but also for anything that comes after that, should the need arrive.
…”
44 ⬆ · u/TechTuna1200 · r/stocks · on AMD META equity deal question
“The market is pricing in concentration risk, not a crash.
Nvidia has the same 5 main customers as AMD and AVGO. Unless you believe all 3 of these companies are going to sell 100b in chips each to 5 companies that cannot generate 300b net profit annually (2 of which burn 20b a year and make nothing)…”
28 ⬆ · u/Wowmuchrya · r/StockMarket · on $NVDA has authorized an additional $150 billion share buyback program
“No, that's not how the deal is structured. To get the warrants they first need to deploy 6GW of hardware.
If openAI can't do that then they don't get most of it. Every GW unlocks a tranche.
More incentive for openAI to deploy AMD and fuck Nvidia. ”
27 ⬆ · u/lostdeveloper0sass · r/wallstreetbets · on The AMD / OpenAI deal is a literal 100% cashback deal now
“You are so wrong about this deal. I would not describe Meta or OpenAI as “buying chips for free.”
AMD is trying to overcome one of the hardest problems in accelerator computing:
ecosystem lock-in
.
A hyperscaler doesn’t merely substitute MI450 for an Nvidia GPU. It commits engineering resources t…”
20 ⬆ · u/daft61lunacy · r/stocks · on AMD META equity deal question
“Damn I’m interning at AMD lol”
18 ⬆ · u/Square_Alps1349 · r/wallstreetbets · on Good luck to all AMD stock holders
“AVGO is fundamentally supported. Based on forward guidance, both NVDA and AVGO trade at <20x forward EV/EBITDA and have 50%+ net margins. By comparison, AMD is over 60x EV/EBITDA with 20% net margins. I just don't see AMD growing into its current valuation.
Disclaimer: I am long NVDA and AVGO, and…”
18 ⬆ · u/GoneWithTheFishes · r/stocks · on AVGO is lagging the entire semis rally. What am I missing?
“Exactly.
AMD closed at $164 the Friday before the OpenAI deal was announced the following Monday.
As an AMD baggie, I will take the 3x gains for 10% dilution ”
13 ⬆ · u/gopoohgo · r/wallstreetbets · on The AMD / OpenAI deal is a literal 100% cashback deal now
“MU is my biggest position and I agree mostly.
However, people continue to overlook the role of CPUs in the data center and on the edge. INTC, AMD, ARM, and my darkhorse QCOM, is where the next explosive growth will happen. ”
12 ⬆ · u/cbusoh66 · r/wallstreetbets · on Memory vs. GPU
“How about Meta now have an obligation to push AMD to fix their engineering bottlenecks faster than usual to get stuff done making AMD product more ready for business?”
11 ⬆ · u/Queasy_Zone_8120 · r/stocks · on AMD META equity deal question
“Please understand that what I’m saying here is NOT that MU will fail, lose market share, or anything else. What I’m saying here is just to give you a sort of “red team” perspective.
There is a well known occurrence in business that whenever margins (read here: profitability) begin to expand drastic…”
10 ⬆ · u/BanditoBoom · r/stocks · on Micron vs. Sandisk
“AMD top line growth is slower than both AVGO and NVDA, depsite being off a much smaller base number. You'd have thought the opposite based on the valuations. Now I would not short AMD, but it's very pricey.”
10 ⬆ · u/greenpride32 · r/stocks · on AVGO is lagging the entire semis rally. What am I missing?
News
Who holds it — the big funds' 13F reports, each manager's newest quarter
| manager | position | shares | move vs prior quarter | as of |
|---|---|---|---|---|
| Two Sigma | $880M | 1,515,419 | increased | 2026-06-30 |
| ARK Invest | $822M | 1,416,443 | decreased | 2026-06-30 |
| Citadel | $819M | 1,410,444 | new | 2026-06-30 |
| Point72 | $771M | 1,328,436 | decreased | 2026-06-30 |
| Millennium | $501M | 863,984 | decreased | 2026-06-30 |
| Renaissance Technologies | $463M | 829,697 | new | 2026-06-30 |
| Tiger Global | $391M | 674,727 | new | 2026-06-30 |
| D. E. Shaw | $371M | 639,092 | decreased | 2026-06-30 |
| Bridgewater | $312M | 538,632 | decreased | 2026-06-30 |
| Appaloosa | $114M | 197,500 | decreased | 2026-06-30 |
| Soros Fund | $29M | 50,757 | new | 2026-06-30 |
| Duquesne (Druckenmiller) | $0M | 72,900 | new | 2026-06-30 |
Insider trades — Form 4 open-market buys and sales
| traded | filed | who | side | shares | price | value |
|---|---|---|---|---|---|---|
| 2026-09-15 | 2026-09-17 | Norrod Forrest Eugene EVP & GM DSG | sell | 757 | $498.30 | $377,213 |
| 2026-09-15 | 2026-09-17 | Norrod Forrest Eugene EVP & GM DSG | sell | 100 | $498.98 | $49,898 |
| 2026-09-15 | 2026-09-17 | Norrod Forrest Eugene EVP & GM DSG | sell | 1,017 | $500.67 | $509,181 |
| 2026-09-15 | 2026-09-17 | Norrod Forrest Eugene EVP & GM DSG | sell | 1,655 | $501.70 | $830,314 |
| 2026-09-15 | 2026-09-17 | Norrod Forrest Eugene EVP & GM DSG | sell | 5,878 | $502.45 | $2,953,401 |
| 2026-09-15 | 2026-09-17 | Norrod Forrest Eugene EVP & GM DSG | sell | 4,604 | $504.00 | $2,320,416 |
| 2026-09-15 | 2026-09-17 | Norrod Forrest Eugene EVP & GM DSG | sell | 2,225 | $505.12 | $1,123,892 |
| 2026-09-15 | 2026-09-17 | Norrod Forrest Eugene EVP & GM DSG | sell | 726 | $505.90 | $367,283 |
| 2026-09-15 | 2026-09-17 | Norrod Forrest Eugene EVP & GM DSG | sell | 299 | $506.88 | $151,557 |
| 2026-09-10 | 2026-09-14 | Su Lisa T Chair, President & CEO | sell | 5,896 | $503.74 | $2,970,051 |
| 2026-09-10 | 2026-09-14 | Su Lisa T Chair, President & CEO | sell | 13,123 | $504.75 | $6,623,834 |
| 2026-09-10 | 2026-09-14 | Su Lisa T Chair, President & CEO | sell | 12,982 | $505.63 | $6,564,089 |
| 2026-09-10 | 2026-09-14 | Su Lisa T Chair, President & CEO | sell | 10,524 | $506.62 | $5,331,669 |
| 2026-09-10 | 2026-09-14 | Su Lisa T Chair, President & CEO | sell | 8,070 | $507.71 | $4,097,220 |
| 2026-09-10 | 2026-09-14 | Su Lisa T Chair, President & CEO | sell | 7,962 | $508.78 | $4,050,906 |
| 2026-09-10 | 2026-09-14 | Su Lisa T Chair, President & CEO | sell | 8,343 | $509.71 | $4,252,511 |
| 2026-09-10 | 2026-09-14 | Su Lisa T Chair, President & CEO | sell | 2,100 | $510.74 | $1,072,554 |
| 2026-09-10 | 2026-09-14 | Su Lisa T Chair, President & CEO | sell | 300 | $511.39 | $153,417 |
| 2026-09-10 | 2026-09-14 | Su Lisa T Chair, President & CEO | sell | 200 | $512.47 | $102,494 |
| 2026-09-10 | 2026-09-14 | Su Lisa T Chair, President & CEO | sell | 400 | $514.05 | $205,620 |
| 2026-09-10 | 2026-09-14 | Su Lisa T Chair, President & CEO | sell | 100 | $515.55 | $51,555 |
| 2026-09-10 | 2026-09-14 | Su Lisa T Chair, President & CEO | sell | 2,106 | $503.72 | $1,060,834 |
| 2026-09-10 | 2026-09-14 | Su Lisa T Chair, President & CEO | sell | 4,600 | $504.76 | $2,321,896 |
| 2026-09-10 | 2026-09-14 | Su Lisa T Chair, President & CEO | sell | 4,400 | $505.57 | $2,224,508 |
| 2026-09-10 | 2026-09-14 | Su Lisa T Chair, President & CEO | sell | 4,200 | $506.60 | $2,127,720 |
| 2026-09-10 | 2026-09-14 | Su Lisa T Chair, President & CEO | sell | 3,288 | $507.75 | $1,669,482 |
| 2026-09-10 | 2026-09-14 | Su Lisa T Chair, President & CEO | sell | 2,106 | $508.90 | $1,071,743 |
| 2026-09-10 | 2026-09-14 | Su Lisa T Chair, President & CEO | sell | 3,500 | $509.74 | $1,784,090 |
| 2026-09-10 | 2026-09-14 | Su Lisa T Chair, President & CEO | sell | 500 | $510.94 | $255,470 |
| 2026-09-10 | 2026-09-14 | Su Lisa T Chair, President & CEO | sell | 100 | $512.59 | $51,259 |
Congressional trades — House periodic transaction reports
| traded | filed | member | type | owner | amount |
|---|---|---|---|---|---|
| 2026-02-18 | 2026-02-19 | Hon. Thomas Suozzi NY03 | sale | self | $1,001 – $15,000 |
| 2025-05-08 | 2025-05-15 | Hon. Jefferson Shreve IN06 | purchase | self | $15,001 – $50,000 |