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AMD

+34 pts



$AMD Reiterate Buy as we expect an acceleration in share growth and margin expansion to drive above-consensus 2023 EPS; 2Q22 EPS recap

By ethonomics on Aug. 4, 2022, 3:01 p.m.
Tagged topics: earnings results

Views: 12, Votes: 3, Responses: 0, Attachments: 1
AMD

+39 pts



$AMD Weathering the storm

By puckerman17 on Aug. 3, 2022, noon
Tagged topics: earnings results

Views: 18, Votes: 5, Responses: 1, Attachments: 1
AMD

+60 pts



$AMD AMD maintains full year guidance amid historic inventory correction

By realmomobags on Aug. 3, 2022, 5:27 a.m.
Tagged topics: earnings results , semiconductors

Views: 38, Votes: 6, Responses: 0, Attachments: 1
AMD

+4 pts



Seeking for ER analysis of $NASDAQ:AMD*

By Thorndyke on Aug. 3, 2022, 4:38 a.m.
Tagged topics: earnings results

Views: 15, Votes: 3, Responses: 1, Attachments: 0
ADI , AMD , CRDO , ENTG , MRVL , PI , INTC , TXN , AVT , COHU

+43 pts



Deeper cuts to estimates; introducing bull/bear framework and reinstating ENTG at Buy

By ethonomics on July 15, 2022, 3:51 p.m.
Tagged topics: analyst lowers estimates

Views: 45, Votes: 6, Responses: 1, Attachments: 1
AMD

+18 pts



I think AMD will surprise this year, especially margin wise. They did in 2021 because I think the market under appreciated margin expansion because of...

By asdad on July 14, 2022, 5:16 p.m.
Tagged topics: analyst upgrade

Views: 23, Votes: 8, Responses: 0, Attachments: 0
AMD

+37 pts



$AMD Raising to Outperform: Crossing the Rubicon

By bbern3 on July 14, 2022, 11:52 a.m.
Tagged topics: analyst upgrade

Views: 28, Votes: 4, Responses: 1, Attachments: 1
AMD , ADI , AMAT , ARW , AVT , AVGO , INTC , KLAC , LRCX , MRVL , MCHP , MU , NVDA , NXPI , QRVO , QCOM , SWKS , TXN , WDC

+36 pts



A summary of credit analyst recommendations in the Semiconductor sector

By realjoe on July 6, 2022, 10:41 a.m.
Tagged topics: credit research

Views: 25, Votes: 4, Responses: 0, Attachments: 1
NVDA , AKTS , AMD , MRVL , MPWR , AVGO , ADI , TXN

+49 pts



2H22 Semiconductor Preview

By realjoe on June 29, 2022, 10:30 a.m.
Tagged topics: preview

Views: 53, Votes: 5, Responses: 1, Attachments: 1
MSFT , PEP , UNH , ORLY , AMZN , CMG , ENPH , CRM , DK , OGN , MOS , XOM , RGA , AMD , FANG , DDOG , HLT , GLW , URI , BMY , SU , INVH , EQH , EBAY , MUSA , RL

+61 pts



Identifying Opportunities Through the Lens of Quality and FCF Profitability

By ethonomics on June 23, 2022, 6:10 p.m.
Tagged topics: stock ideas

Views: 79, Votes: 13, Responses: 2, Attachments: 1
AMD

+43 pts



$AMD Survey Suggests Continued Strong Server Share Gains, Potentially to 30- 40% Share Longer-Term

By realjoe on June 23, 2022, 10:44 a.m.
Tagged topics: analyst checks

Views: 28, Votes: 7, Responses: 1, Attachments: 1
AMD

+43 pts



$AMD Strong server, reasonable valuation offsets end-market headwinds

By mooreideas on June 22, 2022, 11:05 a.m.
Tagged topics: initiation report

Views: 116, Votes: 4, Responses: 1, Attachments: 1
SNPS , CDNS , NVDA , AMD , INTC , AVGO , MRVL

+42 pts



Semiconductors Chip Design Software Outlook Solid on Increasing Chip Design Activity and Expanding Customer Base; SNPS and CDNS Winners

By scorpioduck on June 21, 2022, 3:20 p.m.
Tagged topics: semiconductors

Views: 169, Votes: 6, Responses: 0, Attachments: 1
AMD

+41 pts



$AMD Analyst Day Takeaways: Set to Maintain 2-Step Lead over Competitors and Significantly Expand into New Markets

By realjoe on June 10, 2022, 1:10 p.m.
Tagged topics: investor day

Views: 36, Votes: 5, Responses: 0, Attachments: 1
AMD

+33 pts



Previewing $AMD Ahead of Its Upcoming Analyst Day

By labjordan on June 7, 2022, 11:15 a.m.
Tagged topics: analyst day , preview

Views: 16, Votes: 3, Responses: 0, Attachments: 1
AMD

+33 pts



$AMD Analyst Day Preview

By bbern3 on June 6, 2022, 5:05 p.m.
Tagged topics: preview

Views: 23, Votes: 2, Responses: 0, Attachments: 1
AMD

+21 pts



I think this quarter in going to be a turning point for the public opinion on AMD. Analyst day will not be a let down...

By Saloshol on June 6, 2022, 10:59 a.m.
Tagged topics: preview

Views: 38, Votes: 10, Responses: 0, Attachments: 0
AMD

+43 pts



$AMD Analyst Day Preview: Bulls on parade

By bbern3 on June 3, 2022, 4:34 p.m.
Tagged topics: preview

Views: 38, Votes: 7, Responses: 1, Attachments: 1
AMD

+32 pts



$AMD AMD Closes Xilinx Acquisition

By Btam on May 20, 2022, 1:58 a.m.
Tagged topics: earnings results , mergers and acquisitions

Views: 19, Votes: 1, Responses: 0, Attachments: 1
SWKS , QRVO , QCOM , NVDA , AMD , MRVL , MPWR , INTC , MCHP , ADI , MU , NXPI , ON , TXN

+38 pts



What did you learn during earnings?

By bbern3 on May 19, 2022, 12:17 p.m.
Tagged topics: analyst checks

Views: 39, Votes: 4, Responses: 0, Attachments: 1