Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$791.5B
1,631M shares
52-week range
$149.22 – $584.73
82% from low
Sector
SEMICONDUCTORS & RELATED DEVICES
Exchange
NASDAQ
CS
Advanced Micro Devices designs a variety of digital semiconductors for markets such as PCs, gaming consoles, data centers (including artificial intelligence), industrial, and automotive applications. AMD's traditional strength was in central processing units and graphics processing units used in PCs and data centers. However, AMD is emerging as a prominent player in AI GPUs and related hardware. Additionally, the firm supplies the chips found in prominent game consoles such as the Sony PlayStation and Microsoft Xbox.
www.amd.comNo one on the platform currently holds AMD.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 1,292,767 | $263.0M |
| Appaloosa LPas of 2026-03-31 | 221,400 | $45.0M |
| Execution date | Ratio |
|---|---|
| 2000-08-21 | 2-for-1 |
| 1983-08-22 | 2-for-1 |
| 1982-10-27 | 3-for-2 |
| 1980-10-23 | 2-for-1 |
| 1979-10-24 | 3-for-2 |
No one on the platform has traded AMD yet.
| 216,944 |
| $42.8M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $50.1B | +47.1% | $7.50 | $6.75–$8.52 | 67.4× | 30 |
| 2027 | $79.3B | +58.1% | $13.75 | $8.51–$18.99 | 36.8× | 29 |
| 2028 | $107.2B | +35.3% | $19.27 | $12.42–$28.46 | 26.3× | 16 |
| 2029 | $146.2B | +36.4% | $27.11 | $19.96–$38.64 | 18.7× | 10 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-05-05 | $1.29 | $1.37 | +6.2% |
| 2026-02-03 | $1.32 | $1.53 | +15.9% |
| 2025-11-04 | $1.17 | $1.20 | +2.6% |
| 2025-08-05 | $0.48 | $0.48 | +0.3% |
| 2025-05-06 | $0.94 | $0.96 | +1.7% |
| 2025-02-04 | $1.08 | $1.09 | +0.9% |
| 2024-10-29 | $0.92 | $0.92 | -0.2% |
| 2024-07-30 | $0.68 |
| $0.69 |
| +1.8% |
| +9.25% |
| $242.9B |
| — |
| LRCXLam Research Corporation | $304.39 | +20.62% | $380.7B | — |
| MUMicron Technology, Inc. | $816.44 | +10.48% | $922.1B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$AMD @Mipel Did Mipel miss out on buying AMD under $430 ?? Such a great buying opportunity then but he's too greedy thinking AMD would be under $400. Next week we could go to $600
View on StockTwits ↗Cooked? Always. 🤑 That’s just what we do. ⚡️ $AMD $SMH $ORCL
View on StockTwits ↗$AMD Funny how everyone is amazed by AWS' growth... when its driven by 1 or 2 unprofitable compagnies whose financials are so bad they are delaying their IPO :D
View on StockTwits ↗$AMD Back to Basics.... The "Shakeout" Phenomenon: In financial markets, a rapid $100 drop on no negative fundamental news right before a major catalyst is a classic "shakeout." Large institutional "whales" frequently suppress prices or exploit macroeconomic fears to trigger stop-losses and panic retail investors.
View on StockTwits ↗$AMD Classic Shakeout Following the announcement of massive business deals and just days before the release of the 2Q26 Earnings Report (ER)—which is set to be the best in company history—the stock price crashed by $100. This is pure market manipulation. A massive transfer of share ownership has taken place. Those who panicked and had paper hands sold their positions. They are likely regretting it now, and they will regret it even more in the future.
View on StockTwits ↗Hoped this help some people not capitulate and panick at the exact bottom for most growth names. $RKLB $NVDA $AAOI $IREN $AMD
View on StockTwits ↗$AMD — pullback reached the 🔵 BlueBox area this week, offering members a textbook buying opportunity. Price has already started to react higher, allowing traders to secure risk‑free positions while maintaining bullish bias. #Elliottwave #Trading
View on StockTwits ↗$SMCI $NVDA $AMD $MU $DELL Now I highly expect that SMCI will have some DELLtards shorting this stock, to "prove" that DELL is a better investment. Well Ill still be holding, thats just me even at 4% net margin, $40B in revenues 1b shares 15 PE. This stock is fairly valued. FY27 is looking like an amazing year for growth so even if I need to wait Ill just accumulate.
View on StockTwits ↗$SMCI $NVDA $AMD $MU $DELL Now DELL may be able to report some decent numbers still though, however they would need to negotiate longer payment terms with their suppliers. This means that these companies are likely to send them less components unless they pay at a higher margin. Hence why the media is making it out like its an "industry wide margin thing" Its likely for customers who are in debt, it increases their risk rating with that supplier. DELL has likely seen less components heading their way hence the "margin issues that some analysts cautioned against". Keep in mind this is a thesis, there still could be genuine scarcity. However SMCI who pays on time will likely be prioritised from a business perspective. SMCI is not in this situation, they pay on time. DELL is only in this situation because they wait on customers who they financed to pay them. SMCI obtains customers money via finance the customer arranged itself. With $60B backlog vs DELL's $52B I dont think thats an issue.
View on StockTwits ↗$MSFT Microsoft's expanding strategic partnership with $AMD on AI infrastructure drives fresh bullish sentiment and options positioning, despite insider selling and underperformance vs the sector. - From the Top Tier Newswire AI.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.