AMD
Advanced Micro Devices
stock NASDAQ

I bought more shares of AMD yesterday and I’m already up on the overnight market. This is amazing.

M$ deal is super underrated imo. The best part is now that AMD has their foot in the door, it will only help ROCM adoption and development even further.

yes - you are 24 and to those saying it is the same fund, no it has the same top 2-3, but so does every fund - VGT is core tech, QQQM gets you capped MW nasdaq, so AMZN, GOOGL, META, etc. but the huge overlap is semis which are overwight in QQQ now, since those ran (MU, AMD, and INTC) are top 10 holdings becasue of its wieghint process. the Qs have outperformed the universe for 25 years now (after an \~80% drawdown)

why isnt my AMD at $1000 yet

Wen AMD crater to nothingness. I see no positioning below 480. And thin between 480/spot.?

AMD piece of shit

Bro since when did Dylan/SemiAnalysis become the biggest AMD fanboys out there? I recall Dylan saying on some podcast/interview that AMD would always have single to low double-digit market share and spreading rumors about Helios delays. How times have changed lol.

Interesting that Broadcom isn't named in this at all as they supply the Tomahawk 6 102.4 Tb/s switch chips for the scale-up switches, nor in any of the Helios material released by AMD at all. In the CNBC video, they look like the HPE QFX Juniper 5252 switches.

AMD Unveils Helios, Its Next-Gen AI Powerhouse With MI455X & 6th Gen EPYC, Challenging NVIDIA’s Rack-Scale Dominance

AMD marks up the memory too.

<< The YAML file assigned Anthropic the maximum 30 priority boost points, signaling advanced evaluation of AMD's AI accelerators like potential MI400 or MI450 GPUs. Analysts see this as a hedge against GPU shortages, with Jefferies predicting an announcement at AMD's Advancing AI 2026 event on July 22-23 in San Francisco. While software challenges remain and the file was later pulled, it fuels hopes for AMD diversifying from Nvidia with partners like Anthropic. >>
[https://x.com/SemiAnalysis\_/status/2078975424709677359](https://x.com/SemiAnalysis_/status/2078975424709677359)

I would definitely like to see names like Nvidia, TSMC, Intel, AMD decouple from the crazy DRAM trades at least.

[https://x.com/benitoz/status/2079292062378385622](https://x.com/benitoz/status/2079292062378385622)
NVIDIA’s CPU team closed last week's analyst briefing by calling chiplets the legacy CPU architecture

That is the design philosophy under every EPYC server CPU AMD has shipped

I was on the call and asked the one question they would not answer

Full Vera piece Tuesday 8am PT
NVIDIA's
——————————————
anyone wanna take a guess what this guy means?

AMD couldn’t keep $520 piece of garbage

and that 85 rack deployment that they have rolled out, is ~425M
Sure not all of that is coming to AMD... say like 50-60%... tahts like 200-300M revenue for Q3

TSM, INTC, AMD, NVDA, ASML. Software can't exist without hardware.

[https://www.nextplatform.com/cloud/2026/07/20/microsoft-taps-amd-for-at-scale-ai-cpu-and-gpu-clusters/5275161](https://www.nextplatform.com/cloud/2026/07/20/microsoft-taps-amd-for-at-scale-ai-cpu-and-gpu-clusters/5275161)
Great stuff but what stands out most to me personally is this.
"Additionally, Microsoft is working with AMD to move its Azure Boost acceleration software to the Pensando DPUs. Microsoft had created its own DPU for the initial deployment of Azure Boost back in November 2024, and now it looks like it is porting its homegrown networking and storage virtualization to P4 routines and the Pensando DPUs"

AMD, Tesla, Apple

AMD. Haven’t even touched a trillion market cap yet. I love me some AMD

AMD brought Microsoft receipts and the market still said, Cool story, now show me earnings