Opinions David Burrows
Advanced Micro DevicesAMDHOLDJul 17, 2025
Stock price when the opinion was issued
As of Aug 07, 2026. Market Open.
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Premium contentIn the last quarter, the company reported 1.37 USD per share, beating the 1.29 USD estimate by 6.24%. Revenue for the same period reached 10.25 B USD, despite the estimate of 9.90 B USD. For the next quarter, analysts expect 1.60 USD in earnings per share and 11.25 B USD in revenue. Social media mentions are up 73% in the past 24h.
He's selling some calls (pretty short, 1 week) on this one ; you can get some good premiums on the volatility. You probably don't want to get called away and crystallize your capital gains. So keep an eye on it, and if it keeps going up just roll the strike price up and out.
Kim BoltonLast November, the CEO projected that her CPU market would grow 18%, but now it's really 35%. CPUs are their core business. Shares soared over 18% today and enjoyed upgrades. Also, their latest quarter blew away estimates. Shares are up 97% this year. The AI stocks are catching up to overwhelming demand from their customers.
Premium contentIn the last quarter, the company reported 1.53 USD per share, beating the 1.32 USD estimate by 16.03%. Revenue for the same period reached 10.27 B USD, despite the estimate of 9.67 B USD. For the next quarter, analysts expect 1.27 USD in earnings per share and 9.85 B USD in revenue. Social media mentions are up 811% in the past 24h.
Has become a show-me story. Issues with earnings and other ups and downs. Moving above 200-day MA, but NVDA is the better choice.
Be careful of hyperscalers that are spending $100s of billions in capex. Mag 7 has become more of a Lag 7. AI story is very much alive, but how do you play it? See his Top Picks.
Trying to become the credible #2 behind NVDA, and CEO says 2026 will be important in that push. New AI chips are ramping out. Competition will go beyond individual chips to the arena of data centres. Execution story. Fundamentals rank 8/10, analysts are between Buy and Hold. Upside of about 40%.
Challenge is that software ecosystem of NVDA is built around its tools. AMD still has meaningful upside if AI spending continues at the same pace.
She owns NVDA instead, which is the more dominant player. Also owns names like MSFT, AMZN, and GOOG, who are all spending $$ on those chips.
(Note the shortish timeframe.) We should have done the show yesterday ;) Chips are commodities now, and commodities are cyclical. If go-forward projections aren't as expected, then the stocks get hit. He probably wouldn't sell today, but has been piecing out his position over the last couple of months.
Cole KachurReally likes it here. Not concerned about competition from NVDA because the market's pretty large. This name works particularly well in partnership with other companies. CPU chips space is starting to turn around, and AMD can take advantage of INTC's struggles.
Ivana Delevska
Premium contentAMD reported a revenue of 9.25B, which is a 20.3% change from the previous quarter. An increase in revenue typically indicates growing demand for the company's products or services. This positive change in revenue is a good sign, suggesting that the company's sales are moving in the right direction. Gross Profit stood at 4.78B, marking a 56.3% change since the last quarter. Gross profit showcases the efficiency in production and sales processes. Social media mentions are up 11.1% in the past 24h.
Likes to watch the semiconductors as an indicator for economic expectations. This group has led the rally over the last number of years, regularly checking back to the 200-week MA (as in March/April of this year). Rallied nicely since then. NVDA is obviously the leader and making new all-time highs. Semi index in the US has not made a new high, and that's a little something to think about especially when the market it. Its RSI has come off the deep low, so there's no issue in the short-term.
This name is performing very well. Semis are giving good messaging right now. He'd really love to see the semiconductor index make a new high, and that's the caveat. This one will pick up market share, but he'd prefer to be with the leader NVDA.