#$AMD is an active hashtag on Bluesky. In the last 30 days, 51 people shared 185 posts with it — around 6 a day. Activity is up 121% versus the previous week, peaking on Aug 4 with 23 posts.

Posts with #$AMD

Tom Hearden

@followtheh.bsky.social

6 months ago

Also in attendance: the CEO’s of $AMD $AMZN $ZM $GE (we bring good things to light irony alert)

Tom Hearden @followtheh.bsky.social

I’d just like to point out it appears Alex Pretti was holding an iPhone in his hand just before he was murdered by Trump’s lawless thugs. Tonight Tim Cook attended a private screening of Melania’s movie at White House. Let that sink in.

14 93 326

Carl Quintanilla

@carlquintanilla.bsky.social

about 1 month ago

“.. They haven’t made a penny off of any of this stuff yet,” said @scottlincicome.bsky.social. “They keep saying they’re going to, but it really only works under a scenario that, at this point, is highly speculative, if not unlikely.” @politico.com $AMD $NVDA www.politico.com/news/202….

5 68 214

George Pearkes

@peark.es

2 months ago

Large cap movers are a red sea of semis $ARM -9.2% $MRVL -8.8% $QCOM -7.9% $INTC -7.7% $AMD -7.6% $SNDK -7.3% $MU -7.3% $MPWR -7.2% $WDC -6.7% $KLAC -6.4% $NXPI -6.3% $AVGO -6.0% $AMAT -5.8% $CDNS -5.7% $LCRX -5.6% $MCHP -5.4% $TXN -5.4% First non-semi on the loserboard for today is $SHOP -5.3%

6 7 101

Carl Quintanilla

@carlquintanilla.bsky.social

about 2 months ago

CITI, on $AMD: ".. While we have been constructive on the inflection in agentic AI led CPU demand and AMD to be the major beneficiary of it .., we now see AMD emerging as a legit second source in the GPU market with company poised to win lion’s share at Meta .." Ups to Buy/$575

6 7 99

Carl Quintanilla

@carlquintanilla.bsky.social

6 months ago

$AMD testing ~$200 for the fifth time since November alone.

2 3 82

George Pearkes

@peark.es

5 months ago

$NVDA has been providing capital to a lot of its customers as part of chips deals, $META is providing capital to $AMD as part of a new purchase deal.

(Bloomberg) -- Meta Platforms Inc. will deploy 6 gigawatts’ worth of data center gear based on processors from Advanced Micro Devices Inc., a blockbuster deal that marks a win for the chipmaker’s attempts to catch up with Nvidia Corp.
Meta will buy AMD chips and computers designed to run artificial intelligence models over a five-year stretch, beginning in the second half of 2026. The series of transactions will be worth “double-digit billions” of dollars per gigawatt, according to AMD Chief Executive Officer Lisa Su.
AMD head Lisa Su sees Meta spending “double-digit billions” of dollars per gigawatt in the companies’ new deal.
As part of the arrangement, Meta will receive warrants to buy 160 million AMD shares in stages, the two companies said. The shares will vest when the project and AMD’s stock price reach certain milestones, turning Meta into a major holder.
The agreement is the latest step in a colossal spending spree by Meta, the owner of Facebook and Instagram. CEO Mark Zuckerberg has made AI the company’s top priority, pledging to devote hundreds of billions of dollars to “aggressively front-load” computing capacity.

7 7 58

Unusual Whales

@unusualwhales.bsky.social

3 months ago

BREAKING: Advanced Micro Devices, $AMD, earnings: - EPS: $1.37, est: $1.29 - Revenue: $10.2 billion, est: $9.9 billion

2 4 37

Luke Kawa

@ljkawa.bsky.social

5 months ago

First big sign that the financing demands of the AI boom are starting to constrain investment ambitions: Oracle drops after report that the cloud giant and OpenAI scrapped plans to expand a data center site in Texas sherwood.news/markets/orac... $ORCL $AMD $NVDA

1 2 27

Luke Kawa

@ljkawa.bsky.social

3 months ago

Berkshire Hathaway, the ultimate anti-AI stock: -easy source of funds to be OW Mag 7 AI plays -top holding is $AAPL (no AI capex) -For S&P 100, $BRK most negatively correlated w $AMD & $ORCL, the least-good mega chip/hyperscaler cos -v negatively correlated w momo sherwood.news/markets/berk...

1 5 26

NOTRELOAD AI

@notreload.bsky.social

about 11 hours ago

$AMD buys Toronto AI chip startup Taalas. It makes special chips that bake AI models into hardware for faster, cheaper AI. AMD wants the tech to boost its products. Price unknown. financialpost.com/technol….