AMD continues taking server CPU share with EPYC Turin and Venice. MI300/MI325 datacenter GPU revenue inflecting toward $10B+ in 2026 as MI400 series samples. Embedded Xilinx franchise stable. Client PC AI refresh starting to materialize. Trading at meaningful discount to Nvidia despite credible share gain story.
Thesis reviewed May 29, 2026
Advanced Micro Devices, Inc. is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States61NEUTRALView United States risk detail →💻Semiconductors2WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| NVDA | NVIDIA Corporation | 12 | +10% | ↓49% | NEUTRAL |
| ONTO | Onto Innovation Inc. | 12 | +17% | ↓49% | EARLY |
| TSM | Taiwan Semiconductor Manufacturing Company | 12 | +12% | ↓49% | NEUTRAL |
| UMC | United Microelectronics Corporation | 12 | +7% | ↓49% | NEUTRAL |
| WOLF | Wolfspeed Inc. | 12 | -29% | ↓49% | AVOID |
| ARM | Arm Holdings plc | 12 | +17% | ↓49% | EARLY |
| MU | Micron Technology, Inc. | 12 | +16% | ↓49% | EARLY |
Investors who hold AMD may also have indirect exposure through these country funds.
Microsoft expands MI325 deployment commitments
EPYC Turin wins major hyperscaler benchmark
MI400 tape-out at TSMC N3P confirmed
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $15k–$50k | Mar 27, 26 | ||
| Dan NewhouseWA | Sell | $1k–$15k | Jul 10, 26 | ||
| Gilbert CisnerosCA | Buy | $1k–$15k | Jun 5, 26 | ||
| Gilbert CisnerosCA | Buy | $1k–$15k | May 14, 26 | ||
| Gilbert CisnerosCA | Buy | $1k–$15k | May 15, 26 | ||
| Josh GottheimerNJ | Buy | $1k–$15k | May 5, 26 | ||
| Josh GottheimerNJ | D | Buy | $1k–$15k | Apr 27, 26 | +24.6% |
| Josh GottheimerNJ | D | Buy | $1k–$15k | Apr 23, 26 | +24.6% |
| Donald J. TrumpFL | R | Buy | $1.0M–$1.0M | Feb 10, 26 | +15.8% |
| Donald J. TrumpFL | R | Buy | $250k–$250k | Mar 2, 26 | +15.8% |
| Gilbert CisnerosCA | D | Buy | Unknown amount | Apr 14, 26 | +13.4% |
| Gilbert CisnerosCA | D | Sell | $1k–$15k | Mar 13, 26 | +133.0% |
| Thomas SuozziNY | D | Buy | $1k–$15k | Feb 18, 26 | +162.9% |
| Julia LetlowLA | R | Buy | $1k–$15k | Feb 2, 26 | +161.0% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Feb 10, 26 | +154.6% |
| Cleo FieldsLA | D | Buy | Unknown amount | Feb 3, 26 | +141.3% |
| Julia LetlowLA | R | Buy | $1k–$15k | Jun 17, 25 | +133.6% |
| Gilbert CisnerosCA | D | Sell | Unknown amount | Dec 19, 25 | +148.5% |
| John Boozman | Buy | $1k–$15k | Aug 7, 25 | +225.5% | |
| Angus S King, Jr. | Buy | $1k–$15k | Jul 21, 25 | +193.0% |