The keyword “amd stock” has seen a surge in search interest, reaching over 20,000 searches, primarily due to recent earnings reports and post-earnings trading activity. According to a report from CNBC, stocks including Advanced Micro Devices (AMD) experienced significant movements in after-hours trading, indicating heightened market attention and investor engagement surrounding AMD’s performance.
Additionally, MSN reported on trader expectations for AMD stock’s potential volatility following the earnings announcement. Such forecasts often lead to increased searches as investors seek to understand the potential impact on stock prices and position themselves accordingly. The anticipation of these earnings results can create a ripple effect, prompting both active and passive investors to research the company more extensively.
Overall, the convergence of AMD’s earnings announcement and the resulting speculation about stock movement has driven substantial interest, leading to a notable spike in searches for “amd stock.” This indicates that market participants are closely monitoring AMD’s financial health and future performance amid ongoing developments.
Watch the Moment
Internet Reacts
D
I mean, why are we surprised any more? Every ER is a bunch of people playing for massive upside and when it doesn’t come because Lisa Su guides are almost always on point, they rush for the exit in the aftermath of the ER. Give it to the end of the week and it’ll be back to normal service.
M
I sold all of my AMD shares a while ago, but this is looking like a very nice opportunity to reinvest. I think the algo is overreacting here.
O
I think you could wait for a little bit longer. The main issue here is too many people buying keybanc’s BS 3 weeks ago. They all got disappointed right now. [https://www.reddit.com/r/AMD\_Stock/comments/1qbojeh/keybanc\_upgrade\_to\_buy\_cpu\_shortage\_is\_here/](https://www.reddit.com/r/AMD_Stock/comments/1qbojeh/keybanc_upgrade_to_buy_cpu_shortage_is_here/) I don’t expect any meaningful upside until more mi400 series orders.
S
Yah this report doesn’t really support the pump and other bullish rumors we have had. Lisa said 60% DC growth possible, and when you take out epyc growth, leaves small gains for mi455
O
MI455 ramp is a 2H2026 thing. I’m not sure if people got disappointed about mi355x or not. It’s certainly better than mi325x but I didn’t really hear too much excitement from the industry insiders.
E
So sad day
E
It is really funny . Try to destroy AMD with someone’s power.
A
Honestly, 222 is a hell of a buy in zone. New highs are around the corner. Those who can buy will be lucky to buy at this price.
P
I haven’t heard the cc yet (at work), but for what I read in the comments my two biggest concerns were addressed: \- Memory availability and \- MI450/Helios on track. Am I missing something?
K
we got some china revenue back in \+ multiple hyperscalers like Open Ai for helios
L
So why is it down -8%? Been investing since $105 just curious….
C
I found it! “Jim Schneider: Good afternoon. Thanks for taking my question. Relative to the ramp of your rack-level systems, would you expect any kind of bottleneck in terms of supply constraints in terms of the ramp as you ramp the second half of the year to potentially impact or limit the revenue growth? In other words, maybe talk about whether you expect supply to really kind of mute the growth in Q4 sequentially relative to sorry, Q3 relative to Q4. Lisa Su: Jim, we are planning this at the, you know, every component level. So I think relative to our data center AI ramp, I do not believe that we will be supply limited in terms of the ramp that we put in place. I think we have an aggressive ramp. I think it’s a very doable ramp. And, as we think about the size and scale of Advanced Micro Devices, Inc., you know, clearly, our priority is ensuring that the data center ramps go very well that’s both on the data center AI, you know, the GPU side, as well as on the CPU side.” They are saying they are limited by demand! Not limited by supply! /sarcasm With analysts, they either put AMD into being supply limited, or demand limited. It cant be that they are growing at a responsible rate!
S
It’s a good earning. But Wallstreet was looking for of a “jaw dropping “ earning It will okay. Stock will rebound soon
D
We can’t get jaw dropping earnings prior to Q3? What was wall st expecting?
A
Because everything that makes this stock worth its price is “coming soon”. Its rise and fall from 160 are 100% speculative.
S
Well the raise was based on OpenAI ordering a boat load of AMD chips, even said how much they are ordering in the next 3 years. This is not speculation…it was announced and on track
2
Are we sure the OpenAI deal is on track and dependable? OpenAI is on the hook for 1+ trillion in commitments; some of that will not materialize. There’s smoke concerning OpenAI can’t follow through on all the commitments. Just because it’s announced doesn’t mean anything. For example, Tesla announces lots of fluff too.
T
The warrants should help though. They are incentivized to cut other suppliers before AMD
O
It’s more of some analysts saying epyc sold out for the whole year \~3 weeks ago. SP was then up \~20%. The outlook is showing some strength but far away from being sold out.
S
” epyc sold out for the whole year \~3 weeks ago.” where did you see that?
O
[https://finance.yahoo.com/news/keybanc-upgrades-intel-amd-surging-120025997.html](https://finance.yahoo.com/news/keybanc-upgrades-intel-amd-surging-120025997.html) AMD was also raised to Overweight with a $270 price target, with KeyBanc saying the chipmaker is “almost being completely sold out of server CPU in 2026.”
H
whenever someone says shit like that it is starting to sound more and more like manipulation to me. These guys get supply chain and demand wrong . . . ALLLLLLLLL the time. was watching an interview with stacy and he said some of his firms analysts/researchers had supply chain reports that amd would do 12b ai gpu sales in 2024 . . . lol. Then we have semianalysis predicting AMD’s AI sales to be 3b in 2024. Both of them with “supply chain experts” The only thing supply chain experts are good at is being wrong. anyways . . . /rant
O
Yes but they are motivated to do so. The manipulation works. People here got excited and the SP jumped up \~20% in 2 weeks.
L
Lot’s of retail bought calls before ER. Once those are wiped it will go back up, happens every quarter.
A
Man AMD always does this on earnings. Literally doesn’t make sense.
S
Great quarter for AMD – Record Milstones and seems like everything still intact. Not any weakness or delayed, Lisa Su actually said the term “bullish” multiple times for growth which is unusual for her so I can feel relief that they can deliver for many upcoming quarters . Stock down because: • China help with the beat so it was not the “impressive or jaw dropping “ report that Wallstreet was looking for . • Guidance although above estimate , is a slight sequential decline from next quarter due to seasonality • Still high P/E I listened to the full conference call and them analysist asked really tough questions with high expectations for the second half of this years from expectations of OpenAI deal and new products. So expect lots of volatility if you are holding AMD this year “Inflection points “ will be in the second half of this year as Lisa said
S
If you back out Xilinx amortization, AMD’s PE is 31.
J
Full year 2025 non-GAAP EPS is $4.17. At closing price of $242 that makes TTM P/E: 58. At current AH price of $222 P/E is 53. Am I missing something?
E
Forward PE?
S
He didn’t mention forward PE, and in any case 30 is still a premium forward PE.
F
Good point was revs will be booked when OEMs receive chips.
M
Cant help but like the numbers and the call
S
Are my Friday 245 calls now $0
L
Never buy calls before AMD ER, can’t beat the house. It will go back up after expiration.
D
Very likely, unless some miracle happens
T
Haha yes that’s how options work
A
Cnbc “For the first quarter, AMD said it expects $9.8 billion in revenue, plus or minus $300 million, versus expectations of $9.38 billion. Some analysts, however, were expecting AMD to provide stronger guidance as customers continue to ramp up spending for the chips necessary to power AI models.” Lol I would think some analysts were expecting lower guidance too..
S
The real expectations are different than the number they say. Especially with all the language around cpu shortages we had recently and the pump back to $250
T
The only thing can think of is that analysts were hoping for boom in cpu akin to the memory boom? Otherwise pretty satisfying results
M
Agree. I think people are just expecting AMD to be the next NVIDIA and remain disappointed at each quarter.
S
the valuation of AMD vs AVGO is laughable
M
Any reason for this?
G
Seriously. Cramers Jensen interview was taped from earlier today. Lame. Total manipulation.
G
I think the after-hour feeling is that AMD should have surprised at least a little in its guidance. The 5% drop in EPS projected for this quarter kind of break the AI narrative, and that AMD can’t seem to get traction even in 2026, while the rest of the industry is ripping it up. “The best is yet to come”… “Slow and steady” tm This strategy is not working for AI and DC, the world is whizzing by while Lisa play it safe. This is turning out to be another Crypto type fiasco all over again. Only hope is that all the AI investment will never end, and when AMD is finally ready, the AI boom will still be there. Because AMD value is not in gaming desktop CPU… And Intel is closing the gap FAST on server CPU. And the AI market is getting flooded, TAM grow yes, while AMD acces to this TAM shrinks. And we still don’t have a clear win in the AI DC market. Lisa needs to go, way past her time, she is **seriously** hurting AMD for the past 4 years. It doesn’t have to be that way under quality leadership. Yes, AMD won’t go bankrupt, but the amount of revenue lost from her cautious strategy is insane.
C
I heard the same thing with micron when it was 100,nobody îs forcing you to stay with amd
L
The lower guide is due to client, gaming and embedded seasonality. Both DC CPU and GPU will be up sequentially, they addressed that during the call.
B
This is what they call a buying opportunity.
S
did you miss the OpenAI deal? also, it was pretty damn obvious if you listened to the call that there are multiple other large deals.
G
The deal where OpenAI get to own 10% of AMD at 0.01 per share ?!?! You guys are beyond hilarious.
L
You are rambling lol. In all seriousness I was expecting an upside surprise for guide. But seems the client and other segments are affecting the guide. DC is going to be up sequentially. .. We just need to be patient until mi450 revenue starts showing up. That’s when things will finally turn for good. And I think we get a big deal announcement in next few weeks. It’s about time.
Additional Sources:
CNBC – Stocks making the biggest moves after hours: Chipotle, Advanced Micro Devices, Amgen and more
MSN – Here’s how much traders expect AMD stock to move after earnings
