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AMD

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THEMIS SNIPE

Signal Detected

$88.31

Feb 2, 2023

2 sources converged

Bowtie Nation · Joseph Carlson

Current Price

$193.39

live

Since Snipe

+119.0%

Buy Range

$164.38 – $183.72

WAIT

Based on: SMA200 at $190.82 provides support · SMA50 ($216.13) - 5% buffer · 52W low ($76.48) + 10% buffer

THEMIS SCORE

78Moderate Signal
Convergence (40%)82
Fundamentals (30%)70
Technicals (30%)87

CONVERGENCE BREAKDOWN

Sources40/40
Media Mix12/20
Quality10/20
Freshness20/20

GURU SCORE

6/10

SOLID

●○ENGINE
ROIC 5%, Rev growth 34%
●●SAFETY
D/E 0.07, Altman Z 14.6, IC 28x
●○MOAT
Gross 50%, Op 11%
●○REALITY
Piotroski 7/9, IQ 1.81x
●○TREND
RSI 42

MARKET DATA

live

$193.39

-2.20%

Advanced Micro Devices, Inc.

Technology · Semiconductors

Advanced Micro Devices, Inc. operates as a semiconductor company worldwide. The company operates in two segments, Computing and Graphics; and Enterprise, Embedded and Semi-Custom. Its products include x86 microprocessors as an accelerated processing unit, chipsets, discrete and integrated graphics processing units (GPUs), data center and professional GPUs, and development services; and server and embedded processors, and semi-custom System-on-Chip (SoC) products, development services, and technology for game consoles. The company provides processors for desktop and notebook personal computers under the AMD Ryzen, AMD Ryzen PRO, Ryzen Threadripper, Ryzen Threadripper PRO, AMD Athlon, AMD Athlon PRO, AMD FX, AMD A-Series, and AMD PRO A-Series processors brands; discrete GPUs for desktop and notebook PCs under the AMD Radeon graphics, AMD Embedded Radeon graphics brands; and professional graphics products under the AMD Radeon Pro and AMD FirePro graphics brands. It also offers Radeon Instinct, Radeon PRO V-series, and AMD Instinct accelerators for servers; chipsets under the AMD trademark; microprocessors for servers under the AMD EPYC; embedded processor solutions under the AMD Athlon, AMD Geode, AMD Ryzen, AMD EPYC, AMD R-Series, and G-Series processors brands; and customer-specific solutions based on AMD CPU, GPU, and multi-media technologies, as well as semi-custom SoC products. It serves original equipment manufacturers, public cloud service providers, original design manufacturers, system integrators, independent distributors, online retailers, and add-in-board manufacturers through its direct sales force, independent distributors, and sales representatives. The company was incorporated in 1969 and is headquartered in Santa Clara, California.

Mkt Cap: $315.3B

TECHNICALS

RSI (14)41.8(Buy Zone)
SMA StatusBelow 50, above 200
52W Range$76 — $267

FUNDAMENTALS

P/E72.72
P/S9.10
P/B5.00
FCF Yield2.1%
D/E0.07

CONVERGENCE INTELLIGENCE

11 sources · 20 mentions · 50% direct

TOP THEMES

AI Compute Scaling Infrastructure

1 source1x

Odd Lots

AI-Chip Challenger Play (AMD vs Nvidia)

1 source1x

Jeremy Lefebvre Financial Education

AI-Chip Growth-Value Arbitrage

1 source1x

Jeremy Lefebvre Financial Education

AI-Driven Semiconductor Exposure

1 source1x

Jeremy Lefebvre Financial Education

AI-Driven Semiconductor Leadership

1 source1x

Liberty's Highlights

AMD 400-Series Earnings Upside

1 source1x

Jeremy Lefebvre Financial Education

Domestic AI Compute & Chip Fabrication Reshoring

1 source1x

The Innermost Loop

Efficient AI Chip & Memory Providers

1 source1x

Jordi Visser

SOURCE TIMELINE

20 entries · 14d

Mar 14, 2026

Jeremy Lefebvre Financial EducationYTmentioned
10 Stocks to BUY Now‼️

Theme: AI-Driven Semiconductor Exposure

AMD ... you’re getting major growth. You got to understand AMD is about to go through a multi-year insane growth cycle.

Mar 7, 2026

Jeremy Lefebvre Financial EducationYTmentioned
Jeremy Lefebvre says “this stock is the next Palantir”

Theme: AI-Chip Growth-Value Arbitrage

When their next earnings comes out, let's say it's ahead of expectations... get ready for a rocket ship ride and you'll see that stock go from 190 to 290 in a snap of fingers.

Mar 6, 2026

InterconnectsSubinferred

How Anthropic vs. DoW impacts open models (with Dean Ball)

Theme: Strategic AI Chip & Hardware Diversification

The Innermost LoopSubmentioned

Welcome to March 6, 2026

Theme: Domestic AI Compute & Chip Fabrication Reshoring

Washington is tightening the valve with draft regulations requiring American approval for AI chip shipments anywhere on Earth, while Commerce proposes that nations wanting Nvidia and AMD chips invest ...

Mar 5, 2026

peterdiamandisYTmentioned
Amazon's $35B AGI Ultimatum to OpenAI & Anthropic Drops AI Safety | EP #235

Theme: Strategic Chip-Capacity Partnerships & Fab Equity

Meta and AMD reach an AI chip deal worth $und00 billion.

RaoulPalYTinferred
We're NOT Ready for This | With David Mattin & Raoul Pal

Theme: Energy-Efficient AI Compute Hardware

InterconnectsSubinferred

Olmo Hybrid and future LLM architectures

Theme: Hybrid-LLM Accelerator Chips

The Innermost LoopSubinferred

Welcome to March 5, 2026

Theme: Inference-Efficient AI Chipsets

Apricitas EconomicsSubinferred

Taiwan's Modern Miracle

Theme: Silicon Shield Geopolitical Play

Mar 4, 2026

Liberty's HighlightsSubinferred

616: Nvidia Dethrones Apple at TSMC, Coase Conjecture and AI Lab Profits, Boots on the Ground vs Panopticon, BART Applied Economics, Apple’s 2025 Scorecard, Uranium, and Catchlights

Theme: AI-Driven Semiconductor Leadership

The Great SimplificationYTinferred
AI, Rare Earths, and Economic Statecraft with Michael Every & Craig Tindale | RR 22

Theme: Enterprise AI Compute & Chip Ecosystem

Mar 3, 2026

The CompoundYTmentioned
Here’s What Happens to Stocks After an Oil Spike

Theme: Valuation-Conscious AI Chip Exposure

I'm not talking about AMD. Like a lot of Nvidia's customers are now looking to ship their own chips to other Nvidia customers.

Mar 2, 2026

Odd LotsYTinferred
How the Speed of a Trade Got Down to Nearly the Speed of Light | Odd Lots

Theme: FPGA/ASIC Platforms for High-Frequency Trading

Odd LotsYTinferred
How the Speed of a Trade Got Down to Nearly the Speed of Light | Odd Lots

Theme: AI Compute Scaling Infrastructure

Mar 1, 2026

Jordi VisserYTinferred
The Hidden Crisis: Private Credit, Hyperscaler Leverage, and the Software Reckoning

Theme: Efficient AI Chip & Memory Providers