Advanced Micro Devices
AMD is portrayed as a major beneficiary of the AI-led market advance: The Kobeissi Letter reported AMD up 190% year-to-date, alongside sharply stronger AI-related equities than the broader market 2. The same outlet highlighted AMD’s inclusion among the ten stocks comprising 42% of US market capitalisation and contributing to extreme S&P 500 concentration 56. Against that strength, Lance Roberts said he had taken profits and rebalanced AMD after its substantial gains, while Jim Iuorio described becoming more conservative after gains in AMD and other chip exposures 13.
From the window to Oct 13, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
5 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Walter Bloomberg 2 mentions
- The Kobeissi Letter 2 mentions
- Lance Roberts 1 mention
- Adam Taggart 1 mention
See what your own voices say about Advanced Micro Devices, every morning.
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