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$AMD

Advanced Micro Devices
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AMD designs processors and accelerators used in personal computers, data centers and AI systems.

sentiment mix
bull 75%bear 5%neu 20%

signal summary

latest high-conviction thesis
Buying AMD aggressively as market sleeps on programming difficulty▾

AMD chips offer great compute per dollar but are underutilized because vendors invest less in kernel optimization; Sail Research builds software to unlock that alpha and is buying all available supply.

neilT1Invest Like The Best2026-08-25
confidence 88 / 100impact High
key themes
  • AI Infrastructure59%
  • AI Economics & Business Models47%
  • Semiconductors42%
  • AI Hardware & Chip Architecture41%
  • Data Center Infrastructure22%

bull thesis · 76

87 / 100
  • •Jay Goldberg sees AMD closing competitive gap with Nvidia by 2027 across silicon and software
  • •AMD gaining traction in AI chips with larger memory advantage
  • •Beharon says AMD will be fully competitive with competitive racks by 2027

bear thesis · 4

26 / 100
  • •Tae Kim: AMD's claim that CUDA moat is dead is self-serving marketing
  • •AMD Helios rack delayed to 2027, squeezed between Nvidia dominance and hyperscaler custom chips
  • •AMD loses SpaceX to Nvidia as Anthropic signs AMD deal instead

company research · 10 videos

mentions · 100

SemiAnalysisEp. 030 - Rubin Ultra Drops From 1 TB to 192GB of HBM (Memory)1 mentions · 0▲ 0▼ 1○ · 11 days ago
0:0011:0022:0033:0045:00
Bloomberg TechAmazon, Qualcomm Deal Broadens the AI Chip Race | Bloomberg Tech 9/08/20261 mentions · 1▲ 0▼ 0○ · 17 days ago
0:003:007:0011:0015:00
The InformationNvidia Invests $3.5B into MediaTek, Wafer Raises $40M Series A, VC Argues for Raising Less for AI1 mentions · 1▲ 0▼ 0○ · 23 days ago
0:002:005:007:0010:00
All-In PodcastNvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine1 mentions · 0▲ 0▼ 1○ · 27 days ago
0:0010:0020:0030:0040:00
Invest Like The BestEx-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper3 mentions · 3▲ 0▼ 0○ · last month
0:0013:0027:0041:0055:00
Scaling EuropeBREAKING: Callosum raised $100m Seed: Danyal Akarca, Co-founder at Callosum1 mentions · 0▲ 0▼ 1○ · last month
0:002:005:007:0010:00
Bloomberg TechAnthropic's Revenue Jump, Wealthy Bet on SpaceX | Bloomberg Tech 8/17/20262 mentions · 2▲ 0▼ 0○ · last month
0:005:0010:0015:0020:00
Peter H. DiamandisFuture of Energy: Gas Turbines Sold Out, Helion's Fusion Deal With Microsoft, GPUs 20x Overpriced1 mentions · 1▲ 0▼ 0○ · last month
0:0015:0030:0045:001:00:00
Bloomberg TechAnthropic in Talks for $6 Billion AI Infrastructure Bet | Bloomberg Tech 8/13/20262 mentions · 2▲ 0▼ 0○ · last month
0:0012:0025:0037:0050:00
The InformationCan Big Tech’s AI Chips Rival Nvidia?2 mentions · 1▲ 0▼ 1○ · last month
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The InformationSpaceX’s $7.8B Q2 Revenue, AMD Stock Falls Despite 50% Revenue Growth, China’s New AI Gold Rush2 mentions · 0▲ 1▼ 1○ · 2 months ago
0:008:0017:0026:0035:00
Limitless PodcastElon Just Promised Wall Street $1 Trillion a Year2 mentions · 0▲ 1▼ 1○ · 2 months ago
0:005:0010:0015:0020:00
Bloomberg TechSpaceX's AI Push, Uber's Next Move and Zoox's Milestone | Bloomberg Tech 8/5/20263 mentions · 0▲ 0▼ 3○ · 2 months ago
0:008:0017:0026:0035:00
Peter H. DiamandisHow the White House Plans to 10x Scientific Productivity | Michael Kratsios | EP #2762 mentions · 2▲ 0▼ 0○ · 2 months ago
0:007:0015:0022:0030:00
Bloomberg TechPalantir Surges as AI Demand Accelerates | Bloomberg Tech 8/4/20262 mentions · 2▲ 0▼ 0○ · 2 months ago
0:0010:0020:0030:0040:00
Limitless PodcastThe World's Best AI Investor Just Got Wiped Out2 mentions · 1▲ 0▼ 1○ · 2 months ago
0:006:0012:0018:0025:00
TBPNRSI Is Closer Than People Think, Per Tae Kim3 mentions · 2▲ 1▼ 0○ · 2 months ago
0:008:0017:0026:0035:00
TBPNTae Kim Sounds Off 🗣️🗣️🗣️, Big Companies Are Hiring Again, HBO Goes Short Form2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:0016:0032:0048:001:05:00
Antonio Linaresmy next palantir at $72 mentions · 2▲ 0▼ 0○ · 2 months ago
0:003:007:0011:0015:00
TBPNAMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:002:005:007:0010:00
Bloomberg TechOpen-Weight AI Debate Takes Center Stage2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:005:0010:0015:0020:00
The InformationSpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Incoming1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:006:0012:0018:0025:00
TBPNAMD CEO Lisa Su Live on TBPN1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0027:0055:001:22:001:50:00
The InformationUS AI Policy Debate Reignited by Kimi K3, Where Anthropic is Lagging, AMD’s New Helios AI System1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:002:005:007:0010:00
Bloomberg TechOpenAI's AI Hack, AMD's Anthropic Bet & Apple's Next Macs | Bloomberg Tech 7/22/20262 mentions · 2▲ 0▼ 0○ · 2 months ago
0:005:0010:0015:0020:00
Antonio Linaresbigger than amd at $4.2 and palantir at $71 mentions · 1▲ 0▼ 0○ · 2 months ago
0:002:005:007:0010:00
Sourcery VCAMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:006:0012:0018:0025:00
SemiAnalysis[Emergency Episode] Moonshot’s Kimi K3 has Arrived! China has a Frontier Model1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:002:005:007:0010:00
Antonio Linaresmy next stock picks after AMD and Palantir1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:002:005:007:0010:00
Antonio Linaresemergency amd update 1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:002:005:007:0010:00
Antonio Linaresamd is a $2,000 stock1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:002:005:007:0010:00
SemiAnalysisWhy next-gen AI scale-up needs CPO1 mentions · 0▲ 0▼ 1○ · 4 months ago
0:003:007:0011:0015:00
Antonio Linareswe have to talk about hims and duolingo...1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:006:0012:0018:0025:00
Antonio Linaresthe most asymmetric bet in history1 mentions · 0▲ 0▼ 1○ · 4 months ago
0:002:005:007:0010:00
Antonio Linaresthis is just the beginning for amd1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:002:005:007:0010:00
Antonio Linaresthis changes everything for nvidia, amd, palantir and iren1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:003:007:0011:0015:00
Antonio Linaresbigger than palantir at $7 and amd at $4.21 mentions · 1▲ 0▼ 0○ · 4 months ago
0:002:005:007:0010:00
TBPNCerebras IPO, Warshtime, VC Infighting, H100s in China, Robot Monkey Business1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:0028:0057:001:26:001:55:00
Peter H. DiamandisGoogle's Record Quarter, the White House Intervenes, and GPT 5.5 Silently Matches Mythos | EP 2541 mentions · 1▲ 0▼ 0○ · 5 months ago
0:0010:0020:0030:0040:00
Antonio Linareslet’s talk about amd1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:005:0010:0015:0020:00
Antonio Linaresduolingo is quietly becoming something else1 mentions · 0▲ 0▼ 1○ · 5 months ago
0:002:005:007:0010:00
Antonio Linaresthis is bigger that palantir at $71 mentions · 1▲ 0▼ 0○ · 5 months ago
0:002:005:007:0010:00
Antonio LinaresI’m up 80x on AMD1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:003:007:0011:0015:00
Antonio Linareswhy amd will be a $5 trillion company​​​​​​​​​​​​​​​​1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:002:005:007:0010:00
Asymmetric InvestingThe AI Bubble Is About to Burst and Here's Why1 mentions · 0▲ 1▼ 0○ · 5 months ago
0:002:005:007:0010:00
Antonio Linaresthis is bigger than AMD at $41 mentions · 1▲ 0▼ 0○ · 5 months ago
0:002:005:007:0010:00
Dwarkesh PatelJensen Huang – Will Nvidia’s moat persist?1 mentions · 0▲ 0▼ 1○ · 5 months ago
0:0011:0022:0033:0045:00
SemiAnalysisBryan Shan x Cameron Quilici | Researcher Conversations at GTC1 mentions · 0▲ 0▼ 1○ · 6 months ago
0:003:007:0011:0015:00
Antonio Linaresthe investor who called palantir at $7 is now buying peptides1 mentions · 1▲ 0▼ 0○ · 6 months ago
0:005:0010:0015:0020:00
Antonio LinaresEarly AMD Investor Explains: The Next Tech Stock Rally is Coming.1 mentions · 1▲ 0▼ 0○ · 6 months ago
0:002:005:007:0010:00
SemiAnalysisAI Chip & Silicon Round-up 20261 mentions · 1▲ 0▼ 0○ · 7 months ago
0:002:005:007:0010:00
Antonio LinaresUrgent Warning to Duolingo Investors: The Opportunity of a Lifetime is Coming.1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:005:0010:0015:0020:00
Limitless PodcastEveryone Is Waiting for the AI Bubble to Pop (NVIDIA Earnings)1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:008:0017:0026:0035:00
Antonio LinaresNvidia and AMD Just Did the Unthinkable: A Massive Event is Coming in 2026.1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:002:005:007:0010:00
Antonio LinaresIf You're an AMD Shareholder... GET READY!1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:002:005:007:0010:00
Antonio LinaresAMD Just Did the Unthinkable (Watch this BEFORE Tuesday!)1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:002:005:007:0010:00
Antonio LinaresThe Market is Wrong About Hims (Again)1 mentions · 1▲ 0▼ 0○ · 8 months ago
0:006:0012:0018:0025:00
Antonio LinaresFinal Warning: The Market is Wrong About AMD (Again)1 mentions · 1▲ 0▼ 0○ · 8 months ago
0:002:005:007:0010:00
Antonio LinaresWe Have to Talk About Palantir Very Seriously... And is Duolingo A Mistake?1 mentions · 0▲ 0▼ 1○ · 8 months ago
0:005:0010:0015:0020:00
Antonio LinaresHow I Invested in Palantir, AMD and Tesla Early1 mentions · 1▲ 0▼ 0○ · 8 months ago
0:005:0010:0015:0020:00
Antonio LinaresAMD Lisa is the Best Non-Founder CEO, The AI Bubble, Hims Is the Future of Healthcare w/ Thomas1 mentions · 1▲ 0▼ 0○ · 8 months ago
0:003:007:0011:0015:00
Antonio LinaresHims Is Only Getting Started...1 mentions · 1▲ 0▼ 0○ · 9 months ago
0:006:0012:0018:0025:00
Antonio LinaresBetting My Entire Net Worth On Palantir, AMD, Hims, Duolingo, Tesla And...1 mentions · 1▲ 0▼ 0○ · 9 months ago
0:002:005:007:0010:00
Antonio LinaresHims and Duolingo are Trillion Dollar Companies in the Making1 mentions · 1▲ 0▼ 0○ · 9 months ago
0:003:007:0011:0015:00
Antonio LinaresHow This Millionaire Retail Investor Went from $28K to $2M in the Stock Market1 mentions · 1▲ 0▼ 0○ · 9 months ago
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Antonio LinaresSelling My Palantir Position for IREN?1 mentions · 0▲ 0▼ 1○ · 9 months ago
0:002:005:007:0010:00
Invest Like The BestGPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview1 mentions · 1▲ 0▼ 0○ · 10 months ago
0:006:0012:0018:0025:00
The InformationOpenAI’s Vision of 220 Million Paid Users by 2030, Crypto Winter Will Be Different | Nov 26, 20251 mentions · 1▲ 0▼ 0○ · 10 months ago
0:003:007:0011:0015:00
The InformationUnpacking the Latest Big Tech Market Moves1 mentions · 0▲ 0▼ 1○ · 10 months ago
0:002:005:007:0010:00
Antonio LinaresDuolingo’s Revenge: The 70%+ Collapse That Won’t Age Well.1 mentions · 1▲ 0▼ 0○ · 10 months ago
0:005:0010:0015:0020:00
The InformationNvidia Bull vs. Bear, White House AI Executive Order & Coinbase Prediction Market | Nov 20, 20251 mentions · 1▲ 0▼ 0○ · 10 months ago
0:002:005:007:0010:00
The InformationCan Jensen Huang Lead Nvidia Through its Biggest Challenge Yet?1 mentions · 1▲ 0▼ 0○ · 10 months ago
0:002:005:007:0010:00
Antonio Linares“Dan Ives: What’s Coming Next in AI Will Shock Everyone”1 mentions · 0▲ 0▼ 1○ · 10 months ago
0:002:005:007:0010:00
Antonio LinaresHow to Make 25X Your Money In the Stock Market: Early Palantir Investor Explains.1 mentions · 1▲ 0▼ 0○ · 10 months ago
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The InformationARK Invest’s Brett Winton on AI’s Next Phase, Amazon Pharmacy Ambitions, iPhone Delay | Nov 11, 20251 mentions · 1▲ 0▼ 0○ · 11 months ago
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Antonio LinaresDuolingo Ruined My Reputation.1 mentions · 1▲ 0▼ 0○ · 11 months ago
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The InformationThe AI Bubble Narrative Is "Flat Wrong" | ARK Invest’s Brett Winton1 mentions · 1▲ 0▼ 0○ · 11 months ago
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Antonio Linares"We've Been in a Bear Market for The Past 3 Years."1 mentions · 1▲ 0▼ 0○ · 11 months ago
0:003:007:0011:0015:00
Antonio Linares"AMD’s Free Cash Flow Is About to Explode"1 mentions · 1▲ 0▼ 0○ · 11 months ago
0:002:005:007:0010:00
Invest Like The BestInside the Trillion-Dollar AI Buildout | Dylan Patel Interview1 mentions · 0▲ 0▼ 1○ · last year
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In Good Company with Nicolai TangenChristophe Fouquet - CEO of ASML | Podcast | In Good Company | Norges Bank Investment Management1 mentions · 1▲ 0▼ 0○ · 2 years ago
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