Opinions
The Weekly Buzzing Stocks by Billy Kawasaki
Advanced Micro Devices
AMD-Q
TOP PICK
Oct 09, 2025
Stock price when the opinion was issued
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Premium contentAdvanced Micro Devices, Inc. (AMD) is a global semiconductor company which operates in the fields of computing, graphics, and visualization technologies. Known for its high-performance processors and graphics cards, AMD competes robustly with companies like Intel and NVIDIA. Its product line includes Ryzen processors, Radeon graphics cards, and EPYC server processors, positioning it strongly in both consumer and enterprise markets. Social media mentions are up 11.7% 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.
Good question. The answer is that it doesn't matter, because the market response is extraordinary for these things. Anybody's evaluation of it doesn't tell you why this stock should be up 25-30% in a day for such a large company.
So the analysis doesn't matter. He's more interested in the market response, which tells you about the speculative nature of the market we're now in. And it could last days, months, maybe years. AI is still very early, and everybody gets really excited about it.
Challenging couple of years, recently took off (mostly because of the OpenAI deal). Before that, the 200-day MA was falling. 46x forward PE for ~30% growth (which has really taken off). Many analysts have raised estimates.
He owns NVDA instead. It's cheaper, and he likes it more.
AMD reported a revenue of 7.69B, which is a 3.3% 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 3.06B, marking a -10.6% change since the last quarter. Gross profit showcases the efficiency in production and sales processes. Social media mentions are up 30.9% in the past 24h.