Podcast Stock Advisor

AMD Advanced Micro Devices, Inc.

Picks
107
Buy
26
Sell
6
Distinct hosts
1
Latest action
BUY
Latest 30d
—

Price (last 90 days)

2026-05-22 → 2026-09-30 · 467.51 → 612.71 (+31.1%)

Pick history

DateActionConfHost / episodeSummary7d30d90d
2026-10-01 MENTIONED LOW Rob Black Show
Afternoon podcast 10-1-26
Named as ~1.5% of the S&P 500 and 4% of the Nasdaq 100 in the index-weight rundown. [audio] — — —
2026-09-24 MENTIONED LOW Rob Black Show
Afternoon podcast 9-24-26
Named as one of the giant AI names everyone already talks about, contrasted with under-the-radar storage. [audio] — — —
2026-09-24 MENTIONED LOW Rob Black Show
Stocks Slide Again As Treasury Yields Push Higher
AMD down about 2% in the broad chip-stock selloff. [audio] — — —
2026-09-22 WATCH MEDIUM Rob Black Show
Markets Near High As Oil Falls
AMD benefited from enthusiasm for agentic AI's CPU requirements and support for AI development. [audio] -2.6% — —
2026-09-21 WATCH MEDIUM Rob Black Show
Afternoon podcast 9-21-26
Rob highlighted AMD reaching a trillion-dollar market value and benefiting from AI computing and CPU demand that Intel cannot fully supply. [audio] -1.2% — —
2026-09-21 WATCH MEDIUM Rob Black Show
Stocks Rise As Oil Prices Ease
AMD surged to a new high as Meta's successful AI agent strengthened expectations for CPU inference demand. [audio] -1.2% — —
2026-09-16 MENTIONED LOW Rob Black Show
Afternoon podcast 9-16-26
AMD was one of the semiconductor names showing strength. [audio] +19.9% — —
2026-09-15 MENTIONED LOW Rob Black Show
Afternoon podcast 9-15-26
AMD was cited as higher during the session. [audio] +23.7% — —
2026-09-15 MENTIONED LOW Rob Black Show
Markets Fall As Losses Accelerate
AMD was cited as validating Micron's next-generation server-memory technology. [audio] +23.7% — —
2026-09-14 MENTIONED LOW Rob Black Show
Afternoon podcast 9-14-26
AMD was cited as being hit hard during the AI slowdown concerns. [audio] +24.7% — —
2026-09-09 MENTIONED LOW Rob Black Show
Rising Oil Prices Continue To Rattle Investors
Rob names AMD among the few technology gainers, up about 3% in an otherwise weak market. [audio] -1.7% — —
2026-09-08 BUY MEDIUM Rob Black Show
Afternoon podcast 9-8-26
AMD is named alongside NVIDIA and ARM as the brains layer of the humanoid robotics investment stack. [audio] -0.3% — —
2026-09-08 MENTIONED LOW Rob Black Show
Stocks Drop As Oil Prices Climb
AMD was up 6.5% on the day as part of the AI hardware bid. [audio] -0.3% — —
2026-09-04 MENTIONED LOW Rob Black Show
Afternoon podcast 9-4-26
Named with NVIDIA as layer one - the chips - in his seven-layer AI investment map. [audio] +8.1% — —
2026-08-31 MENTIONED LOW Rob Black Show
Afternoon podcast 8-31-26
Number ten on the revenue-per-day list at $128 million, the entry point for Rob's would-you-own-it-long-term exercise. [audio] +1.5% +30.2% —
2026-08-31 MENTIONED LOW Rob Black Show
Stocks Fall After Strikes On Iran
Cited in the revenue-per-day rundown at $128 million a day. [audio] +1.5% +30.2% —
2026-08-28 MENTIONED LOW Rob Black Show
A Very Big Week On Wall Street
Listed in the roundup of AI-era revenue growth with sales up 50% in the quarter. [audio] +2.6% +35.5% —
2026-08-26 BUY HIGH Rob Black Show
Afternoon podcast 8-26-26
Raymond James analyst Simon Leopold upgraded AMD to strong buy with a $641 target implying 40% upside, on doubling data center revenue, Microsoft deploying Helios across Azure, and a large Anthropic GPU commitment. [audio] -5.0% +31.1% —
2026-08-25 BUY MEDIUM Rob Black Show
Yields Fall
Raymond James upgraded AMD to strong buy on a potential CPU demand inflection and growing data center opportunity, framing it as NVIDIA's mirror image. [audio] -4.1% +31.3% —
2026-08-24 BUY MEDIUM Rob Black Show
Attention Turning To Debt
Down 2% today but BMO Capital initiated with a $550 target on a $450 stock, citing Helios shipments in September and commitments from OpenAI, Meta and Anthropic. [audio] +3.1% +34.6% —
2026-08-21 MENTIONED LOW Rob Black Show
Afternoon podcast 8-21-26
Over 70% of hyperscaler AI spending flows to NVIDIA and AMD as semiconductor demand rises. [audio] -1.6% +18.3% —
2026-08-20 MENTIONED MEDIUM Rob Black Show
Afternoon podcast 8-20-26
Named as a chip supplier Waymo historically relied on before designing its own ASIC. [audio] +1.5% +19.2% —
2026-08-20 MENTIONED MEDIUM Rob Black Show
Markets Drop Hurt By Rising Treasury Yields
Named as a chip supplier Waymo historically relied on before building its own custom silicon. [audio] +1.5% +19.2% —
2026-08-18 MENTIONED HIGH Rob Black Show
Afternoon podcast 8-18-26
AMD fell 5%, among the hardest hit of the AI-exposed names as yields surged. [audio] -1.1% +12.5% —
2026-08-18 MENTIONED HIGH Rob Black Show
Trouble In Tech Land
AMD is forecast to need 10 billion gigabytes of high bandwidth memory by 2028 and was named among companies affected by shifting AI accelerator share. [audio] -1.1% +12.5% —
2026-08-17 MENTIONED LOW Rob Black Show
Afternoon podcast 8-17-26
AMD fell 1.6% as the semiconductor rally faded into the close. [audio] -9.7% +1.3% —
2026-08-17 BUY HIGH Rob Black Show
Investors Weigh AI Optimism
AMD is pointing to another major jump in AI performance with its upcoming MI500 generation and its inference improvements, and Rob named it among the semiconductor names to own in the infrastructure layer. [audio] -9.7% +1.3% —
2026-08-13 BUY MEDIUM Rob Black Show
Afternoon podcast 8-13-26
Rob listed AMD among the stocks he personally owns, and it was named as a Taiwan Semiconductor three-nanometer customer. [audio] -2.8% +6.9% —
2026-08-13 WATCH MEDIUM Rob Black Show
More Encouraging Inflation Data
CEO Lisa Su guided to server CPU data center growth of over 70% in 2027 and said the overall data center segment should more than double on the AI ramp. [audio] -2.8% +6.9% —
2026-08-11 MENTIONED LOW Rob Black Show
Oil Prices Stabilize
AMD rose 10 basis points and was cited as a competitive concern weighing on Intel. [audio] +2.1% +6.2% —
2026-08-06 MENTIONED MEDIUM Rob Black Show
Afternoon podcast 8-6-26
AMD rose a modest 1.5%, reclaiming a portion of its post-earnings decline. [audio] -1.3% -2.4% —
2026-08-06 MENTIONED LOW Rob Black Show
Traders Keep An Eye On The Middle East
Noted as up 10 in the individual-name check. [audio] -1.3% -2.4% —
2026-08-05 HOLD HIGH Rob Black Show
Afternoon podcast 8-5-26
AMD traded lower after delivering results that largely met expectations but failed to produce the upside surprise investors have grown used to in the AI cycle. [audio] +0.2% -0.9% —
2026-08-05 HOLD HIGH Rob Black Show
Markets Rally To Fresh Records On Earnings Strength
AMD tanked after earnings despite a strong data center report, with Rob focused on whether below-average AI gross margins can expand as the Helios ramp builds. [audio] +0.2% -0.9% —
2026-08-05 HOLD HIGH Rob Black Show
Afternoon podcast 8-4-26
AMD rose 7% into its report but fell 7.8% after hours; results were solid but the stock had run up and its margins are not NVIDIA's margins. [audio] +0.2% -0.9% —
2026-08-04 BUY HIGH Rob Black Show
Oil Prices Dropped Amid Optimism
AMD's Helios rack systems ship in the fourth quarter, it reports tonight, and Rob cited a $220 billion server CPU market by 2030 with AMD taking share toward 50% versus Intel. [audio] -8.5% -12.0% —
2026-08-03 WATCH MEDIUM Rob Black Show
Afternoon podcast 8-3-26
AMD is among the chip names reporting in the next few days that investors are watching. [audio] -3.1% -5.7% —
2026-07-30 MENTIONED LOW Rob Black Show
Semiconductors Help Drive Gains
AMD is up 12% today; mentioned among other winners. [audio] +0.8% -4.1% —
2026-07-28 MENTIONED LOW Rob Black Show
Afternoon podcast 7-27-26
Host notes AMD was lower amid semiconductor sell-off. [audio] +14.1% +4.9% —
2026-07-22 MENTIONED HIGH Rob Black Show
Afternoon podcast 7-22-26
AMD was up 1.4 percent after announcing a $5 billion strategic partnership with Anthropic. [audio] -22.2% -14.3% —
2026-07-22 BUY HIGH Rob Black Show
Oil Prices Hitting Their Highest Levels In Over A Month
AMD's Advancing AI Conference mentioned; AMD partnered with Anthropic for GPU deployments and committed $5 billion equity investment; listed as AI/cloud beneficiary. [audio] -22.2% -14.3% —
2026-07-21 MENTIONED LOW Rob Black Show
Afternoon podcast 7-21-26
AMD up 8 percent; mentioned as a beneficiary of Taiwan Semiconductor Manufacturing's chip supply. [audio] -16.5% -13.8% —
2026-07-21 WATCH MEDIUM Rob Black Show
Stocks Boosted By Chipmakers
AMD is discussed as a CPU stock with high valuations and as a competitor to NVIDIA and Intel in server CPUs. [audio] -16.5% -13.8% —
2026-07-20 BUY HIGH Rob Black Show
Afternoon podcast 7-20-26
AMD up 1.5 percent; Microsoft deploying AMD's Helios rack scale solution; new Helios system launched to rival NVIDIA. [audio] -1.7% -7.4% —
2026-07-16 MENTIONED LOW Rob Black Show
Chip Stocks Weighing On The Market
AMD is referenced as a key customer of Taiwan Semiconductor Manufacturing. [audio] +7.7% +2.7% —
2026-07-15 SELL MEDIUM Rob Black Show
Afternoon podcast 7-15-26
AMD shares lower by 3%, referenced as part of semiconductor sector decline. [audio] +4.4% -2.8% —
2026-07-13 MENTIONED LOW Rob Black Show
Oil Gains After Trump Reimposes Blockade
AMD is referenced as a customer of TSMC for AI and high-performance computing. [audio] -5.8% -9.6% —
2026-07-09 BUY HIGH Rob Black Show
Afternoon podcast 7-9-26
AMD was up 5.6%, suggesting investors continue to favor the highest conviction AI beneficiaries. [audio] -8.4% -11.6% —
2026-07-09 MENTIONED LOW Rob Black Show
Stocks Rose Supported By Jump In Semiconductors
AMD is mentioned as a semiconductor company framing broader AI appetite. [audio] -8.4% -11.6% —
2026-07-08 MENTIONED LOW Rob Black Show
Markets Tumble As Oil Rises Due To End Of Ceasefire
Mentioned as a supplier of CPUs and as a competitor to NVIDIA's new CPU. [audio] +2.3% -6.6% —
2026-07-08 SELL HIGH Rob Black Show
Afternoon podcast 7-7-26
AMD down 6.5 percent, discussed as part of chip sell-off and momentum reversal. [audio] +2.3% -6.6% —
2026-07-06 MENTIONED HIGH Rob Black Show
Afternoon podcast 7-6-26
AMD CEO Lisa Su is quoted describing AI demand as 'insatiable' and forecasting strong growth for the company. [audio] -3.2% -12.7% —
2026-07-02 MENTIONED HIGH Rob Black Show
Afternoon podcast 7-1-26
AMD listed among AI chipmakers underperforming due to Meta's news. [audio] +5.6% -8.0% +18.3%
2026-07-01 MENTIONED LOW Rob Black Show
Markets Start Second Half of Year After Blockbuster First Half
AMD is mentioned among chipmakers going in the red this morning. [audio] -4.3% -12.0% +12.3%
2026-06-30 BUY HIGH Rob Black Show
Afternoon podcast 6-30-26
AMD up 7.6% today; Wells Fargo raised price target, bullish sentiment on AI-optimized CPUs. [audio] -11.2% -16.4% +4.6%
2026-06-30 BUY HIGH Rob Black Show
Markets Rise To Close Out First Half Of 2026
AMD price target raised from $505 to $615; tripled in past three months; benefiting from AI CPU and GPU growth. [audio] -11.2% -16.4% +4.6%
2026-06-26 MENTIONED HIGH Rob Black Show
Afternoon podcast 6-25-26
AMD was up 2.6 percent, cited as a positive performer among semiconductor stocks. [audio] -0.7% +0.1% +20.6%
2026-06-25 MENTIONED LOW Rob Black Show
DJIA Notches Record As Market Divides
AMD is referenced as a speculative semiconductor with high PE ratios. [audio] -2.8% -2.0% +15.4%
2026-06-24 MENTIONED MEDIUM Rob Black Show
Oil Prices Fall Four Percent
AMD performance discussed in context of semiconductor sell-off and price target increases. [audio] +4.1% +0.4% +20.0%
2026-06-23 MENTIONED MEDIUM Rob Black Show
Afternoon podcast 6-23-26
AMD is mentioned multiple times as a chipmaker affected by the sell-off and as a company to look at for AI data center CPUs. [audio] +11.7% +3.8% +18.4%
2026-06-23 MENTIONED MEDIUM Rob Black Show
Global Chip Rout
AMD is mentioned as a semiconductor with questionable bookings. [audio] +11.7% +3.8% +18.4%
2026-06-22 WATCH MEDIUM Rob Black Show
Declines In Technology Stocks
AMD is cited as an AI beneficiary and among stocks that have doubled. [audio] -2.2% +0.1% +1.5%
2026-06-15 BUY HIGH Rob Black Show
Afternoon podcast 6-15-26
Citi upgraded AMD to buy with a price target of $575, citing optimism in GPU sales and AI portfolio expansion. [audio] +0.8% -3.3% -5.7%
2026-06-15 BUY HIGH Rob Black Show
Iran Peace Deal Lifting The Markets
AMD is outperforming airlines in early trading and included in momentum ETF picks. [audio] +0.8% -3.3% -5.7%
2026-06-12 BUY HIGH Rob Black Show
Afternoon podcast 6-12-26
City analyst upgraded AMD to 'buy' from 'neutral', boosting price target and citing massive GPU potential. [audio] +5.0% +9.1% -1.6%
2026-06-11 MENTIONED MEDIUM Rob Black Show
Afternoon podcast 6-11-26
AMD discussed for high valuations and AI CPU opportunity. [audio] +10.0% +14.2% +6.7%
2026-06-11 MENTIONED HIGH Rob Black Show
Stocks Rebound But Gains Limited
AMD's price target raised to $560 from $500 at Bank of America; discussed as a CPU market play and peer to Intel. [audio] +10.0% +14.2% +6.7%
2026-06-10 BUY MEDIUM Rob Black Show
Stocks Slide Amidst Surging Inflation
AMD shares lower due to sector rotation, but host notes liking declines as buying opportunities. [audio] +13.3% +23.3% +11.8%
2026-06-08 BUY HIGH Rob Black Show
Afternoon podcast 6-8-26
AMD was a big winner today, up 23 bucks, up 5%. [audio] +11.6% +5.5% -2.6%
2026-06-08 MENTIONED LOW Rob Black Show
Stocks Rebound From Friday Rout
AMD's up 5%, highlighting semiconductor strength. [audio] +11.6% +5.5% -2.6%
2026-06-03 MENTIONED LOW Rob Black Show
Markets Fall As Oil Prices Creep Higher
Discussed in the context of semiconductor stocks. [audio] -16.6% -4.6% -15.3%
2026-06-02 SELL MEDIUM Rob Black Show
Afternoon podcast 6-2-26
Host notes shares of AMD fell after NVIDIA unveiled a new RTX Spark chip. [audio] -8.8% -0.7% -9.7%
2026-06-02 WATCH MEDIUM Rob Black Show
Markets Start The Day With Highs
NVIDIA's new PC chips are described as an attack on Qualcomm, Intel, and AMD. [audio] -8.8% -0.7% -9.7%
2026-06-01 SELL MEDIUM Rob Black Show
Afternoon podcast 6-1-26
AMD fell 1.2%; host groups it with Intel and Qualcomm as having 'egregious' valuations compared to NVIDIA's more reasonable multiple. [audio] -3.9% +6.0% -8.7%
2026-06-01 MENTIONED LOW Rob Black Show
Oil Jumps
Host mentions AMD is up 26 points, sitting at $253 a share. [audio] -3.9% +6.0% -8.7%
2026-05-29 BUY HIGH Rob Black Show
Thinking About A Shopping List
Host lists AMD as a 'Fab Five' stock looking like a buy with a PE of 40 and growing earnings per share. [audio] -9.6% +1.1% -7.6%
2026-05-28 SELL MEDIUM Rob Black Show
Afternoon podcast 5-28-26
Host questions owning AMD due to high P/E ratios (40-100) compared to cheaper alternatives like Micron or SanDisk. [audio] +1.0% +0.7% -7.2%
2026-05-28 MENTIONED MEDIUM Rob Black Show
Negotiators Have Reached Deal To Extend Ceasefire
AMD is up a whopping $29 today, up 6% to $525. [audio] +1.0% +0.7% -7.2%
2026-05-27 MENTIONED LOW Rob Black Show
Afternoon podcast 5-27-26
Host refers to Micron's performance in the context of high bandwidth memory makers and the AI trade. [audio] +9.5% +5.3% -3.3%
2026-05-22 BUY MEDIUM Rob Black Show
Strategy Show For Memorial Day Weekend
Host notes AMD trades at 47 times earnings (better than Intel), mentions CEO forecast for massive CPU demand growth, and that the stock rose on positive news. [audio] +10.4% +14.9% +0.4%
2026-05-20 MENTIONED LOW Rob Black Show
Afternoon podcast 5-20-26
Host notes AMD was up 8.1% today as investors bought semiconductor stocks on a buy-the-dip mentality. [audio] +10.7% +20.1% +8.2%
2026-05-20 MENTIONED MEDIUM Rob Black Show
Markets Move Higher Thanks In Part To Declining Oil Prices
Host mentions AMD is up 8% today, with a price increase of $32 to $446. [audio] +10.7% +20.1% +8.2%
2026-05-19 MENTIONED LOW Rob Black Show
Afternoon podcast 5-19-26
Host lists AMD as one of the top 10 stocks today. [audio] +21.7% +29.8% +22.2%
2026-05-18 WATCH LOW Rob Black Show
Afternoon podcast 5-18-26
Host lists AMD among semiconductor names that would make up half the market if their run continues. [audio] +11.1% +21.7% +22.2%
2026-05-18 BUY MEDIUM Rob Black Show
Big Week With Nvidia Earnings
Host lists AMD as a stock they like alongside others in the AI sector. [audio] +11.1% +21.7% +22.2%
2026-05-15 SELL MEDIUM Rob Black Show
What Is Lifecording
AMD shares dropped 3% during the tech pullback. [audio] +10.2% +20.6% +13.9%
2026-05-14 MENTIONED LOW Rob Black Show
Afternoon podcast 5-14-26
Host mentions AMD stock was up 2% today. [audio] -0.0% +13.8% +7.4%
2026-05-14 MENTIONED LOW Rob Black Show
Stocks Rise Led By Tech Investments
Host mentions AMD as a competitor to NVIDIA in the AI chip space. [audio] -0.0% +13.8% +7.4%
2026-05-12 MENTIONED MEDIUM Rob Black Show
Stocks Move After High Inflation Reading
Host references AMD as part of the semiconductor chain, noting its performance relative to other semiconductor stocks. [audio] -7.6% +9.0% +4.7%
2026-05-11 BUY MEDIUM Rob Black Show
Fresh Record Bolstered By Key Tech Stocks
Host mentions AMD as a stock that has enjoyed double-digit growth. [audio] -8.2% -1.4% +5.4%
2026-05-08 BUY MEDIUM Rob Black Show
Good Year In The Stock Market So Far
Host highlights a huge jump in data center sales as part of robust AI infrastructure demand. [audio] -6.8% +2.5% +7.5%
2026-05-07 HOLD MEDIUM Rob Black Show
Afternoon podcast 5-7-26
Host mentions AMD had a great quarter and closed up strong, contrasting it with Arm's performance. [audio] +10.1% +14.2% +18.0%
2026-05-07 MENTIONED MEDIUM Rob Black Show
Oil Continues Pullback
Discussed regarding 'blowout numbers' and a historic stock jump, taking center stage in data center CPU discussions. [audio] +10.1% +14.2% +18.0%
2026-05-06 BUY HIGH Rob Black Show
Afternoon podcast 5-6-26
Host highlights AMD's spike and the critical role of CPUs in AI, noting Lisa Su's comments on CPU/GPU ratios. [audio] +5.7% +10.7% +23.1%
2026-05-06 BUY HIGH Rob Black Show
Earnings Jump
Host expresses strong bullish sentiment on AMD, noting it as the 'darling of the ball' and discussing its CPU market growth. [audio] +5.7% +10.7% +23.1%
2026-05-05 BUY HIGH Rob Black Show
Afternoon podcast 5-5-26
Host describes AMD's quarter as 'really nice' with lifted guidance, stock up 4% in aftermarket, and highlights strong performance (up 80% YTD, 250% last year) matching NVIDIA and Broadcom. [audio] +26.2% +47.3% +36.4%
2026-05-05 MENTIONED MEDIUM Rob Black Show
Stocks Get Boost From Oil Pullback
AMD is set to report earnings with focus on data center sales. [audio] +26.2% +47.3% +36.4%
2026-05-04 WATCH MEDIUM Rob Black Show
Afternoon podcast 5-4-26
Host notes AMD is getting ready to report earnings after the bell on Tuesday and Wall Street will be paying attention. [audio] +34.3% +58.8% +39.4%
2026-05-04 MENTIONED MEDIUM Rob Black Show
Traders Eye Oil Again
AMD is down 5.6 percent today and is facing chip shortages. [audio] +34.3% +58.8% +39.4%
2026-04-30 MENTIONED LOW Rob Black Show
Markets Working Higher For Now
Meta has custom silicon. AMD chips to complement the new NVIDIA systems that we're rolling out as well. [audio] +15.2% +45.6% +21.2%
2026-04-29 MENTIONED LOW Rob Black Show
Oil Prices Continue Their Rally
A lot to play into other AI names today from those four companies like NVIDIA and AMD. [audio] +25.0% +53.1% +34.9%
2026-04-28 MENTIONED LOW Rob Black Show
OpenAI Sees Revenue Growth Below Target
Names like Microsoft, CoreWeave, Nvidia, Oracle, AMD, Intel, Arm Holdings, Taiwan Semiconductor Manufacturing, Microsoft, Google, all have skin in the game. [audio] +9.9% +60.3% +53.1%
2026-04-27 MENTIONED MEDIUM Rob Black Show
The Performance Of Semiconductor Stocks
AMD is mentioned as one of the central processing unit stocks that get chased to no avail. [audio] +2.1% +48.1% +56.0%
2026-04-24 BUY HIGH Rob Black Show
Focusing On Wealth Accumulation
AMD stock jumped to a record high today on an upgrade. [audio] +3.7% +34.4% +55.2%
2026-04-24 MENTIONED LOW Rob Black Show
Afternoon podcast 4-23-26
Texas Instruments does not make the kind of high-end chips that NVIDIA or AMD or Broadcom does. [audio] +3.7% +34.4% +55.2%
2026-04-23 MENTIONED MEDIUM Rob Black Show
Stocks Mixed After New All Time Highs
The biggest weightings in the SOX index, NVIDIA, Broadcom, Micron, and AMD. AMD up 55 percent. [audio] +16.1% +53.1% +80.9%
2026-04-22 MENTIONED LOW Rob Black Show
Afternoon podcast 4-22-26
Advanced Micro Devices stock was up 4.4%. [audio] +11.1% +54.1% +79.4%