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
Based on: SMA200 at $190.82 provides support · SMA50 ($216.13) - 5% buffer · 52W low ($76.48) + 10% buffer
THEMIS SCORE
CONVERGENCE BREAKDOWN
GURU SCORE
6/10
✅ SOLID
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
FUNDAMENTALS
CONVERGENCE INTELLIGENCE
11 sources · 20 mentions · 50% direct
TOP THEMES
AI Compute Scaling Infrastructure
Odd Lots
AI-Chip Challenger Play (AMD vs Nvidia)
Jeremy Lefebvre Financial Education
AI-Chip Growth-Value Arbitrage
Jeremy Lefebvre Financial Education
AI-Driven Semiconductor Exposure
Jeremy Lefebvre Financial Education
AI-Driven Semiconductor Leadership
Liberty's Highlights
AMD 400-Series Earnings Upside
Jeremy Lefebvre Financial Education
Domestic AI Compute & Chip Fabrication Reshoring
The Innermost Loop
Efficient AI Chip & Memory Providers
Jordi Visser
SOURCE TIMELINE
20 entries · 14dMar 14, 2026
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
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
How Anthropic vs. DoW impacts open models (with Dean Ball)
Theme: Strategic AI Chip & Hardware Diversification
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
Theme: Strategic Chip-Capacity Partnerships & Fab Equity
“Meta and AMD reach an AI chip deal worth $und00 billion.”
Theme: Energy-Efficient AI Compute Hardware
Olmo Hybrid and future LLM architectures
Theme: Hybrid-LLM Accelerator Chips
Welcome to March 5, 2026
Theme: Inference-Efficient AI Chipsets
Taiwan's Modern Miracle
Theme: Silicon Shield Geopolitical Play
Mar 4, 2026
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
Theme: Enterprise AI Compute & Chip Ecosystem
Mar 3, 2026
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
Theme: FPGA/ASIC Platforms for High-Frequency Trading
Theme: AI Compute Scaling Infrastructure
Mar 1, 2026
Theme: Efficient AI Chip & Memory Providers