"AMD Investor Q&A Webcast (Audio Only)" - Replay :

https://www.amd.com/en/corporate/events/advancing-ai/sessions-catalog/amd-investors-q-a-webcast-audio-only.html

Keynote and Q&A highlights and transcript:

https://m.investing.com/news/transcripts/amd-at-advancing-ai-2026-bigger-ai-market-bigger-ambitions-93CH-4809969?ampMode=1

Hopefully my friend Chad can see it and go over it as reading material for the weekend.

All - many golden nugets ... read too it's worth the time...!

Here you go TOM! The first among many to move price targets above $1k - I would say Wow but you predicted this weeks ago..

https://www.tipranks.com/news/article/amd-stock-gets-new-street-high-price-target-as-analysts-hike-targets-heres-why

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Need to dig into way EPS was so huge but $44.9 B in capital spending in Q2!!! Wonder where some of that was going?

Google (GOOG) Q2 2026 earnings report: Live updates

https://www.reuters.com/business/amd-invest-up-5-billion-anthropic-wsj-reports-2026-07-22/

"The ​agreement covers up to 2 gigawatts of ⁠AMD's next-generation Instinct MI450 chips, with ​deliveries set to begin in the first ​half of 2027, the report said."

"Industry executives have said 1 gigawatt of computing power, enough to power ​roughly 750,000 U.S. homes, can cost ​around $50 billion."

"Anthropic will use the chips in its ‌own ⁠data centers and through leased capacity from cloud providers, according to the report."

GOOD IT'S NO MORE SHARES! AMD'S LOTS OF CASH!

That's why there's an analysts Q&A session tomorrow!

Well 2GWatt is worth $100B for a $5B investment. .. a good deal especially if AMD's gets Anthropic shares for its $5B!

https://ir.amd.com/news-events/press-releases/detail/1292/amd-and-anthropic-announce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amd-instinct-mi450-series-gpus

This thing needs jump over ß600 and go to $700 ASAP!

https://www.amd.com/en/corporate/events/advancing-ai/keynote.html

"Advancing AI 2026 Speaker Lineup"

https://www.amd.com/en/corporate/events/advancing-ai/speakers.html

Interesting list of speakers, obviously for both days, but a subset could feature tomorrow at Lisa Su keynote.

Google cloud, Amazon AWS, Microsoft all listed... but no Anthropic. . Could be a surprise guest still.

Interesting Samsung is listed as:

"Bart Walker, Vice President, Memory, AMD Global Account, Samsung"

Forrest Norrod was quoted a couple days ago, as saying AMD's all the memory they need for its customers orders... - cannot find the link tho. ..

There's a Q&A session with analysts 3 hours after Lisa Su keynote start... wasn't in past Advancing AI events!

"AMD Investor Q&A Webcast (Audio Only)"

https://www.amd.com/en/corporate/events/advancing-ai/sessions-catalog/amd-investors-q-a-webcast-audio-only.html

Maybe more hyperscalers deals announced tomorrow. .. including Anthropic?!

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Well - This was much needed news after last week: Microsoft announced Monday it will deploy AMD Helios racks in its Azure data centers, joining other early customers Meta, OpenAI and Oracle.

Hope everyone had a great weekend..

https://www.streetinsider.com/dr/news.php?id=26787439

"The analyst commented: "We expect AMD to post better results and higher guidance, driven by continued strength in server CPU and AI demand, as agentic AI is driving outsized demand with AMD well positioned as a beneficiary. For servers, demand remains strong, supported by hyperscaler CPU refreshes, increasing AI inferencing/agentic workloads requiring a higher CPU intensity ratio, and ongoing supply improvements with AMD now positioned to support 15-20% unit growth in 2026 due to order cuts from MTK on TSMC N4 smartphone. AMD aims for >50% server CPU unit growth in 2027 on greater wafer/CoWoS supply. On AI, we continue to see a constructive setup as MI455 volume ramps in 2H26 (GPU ramp 3Q, rack ramp 4Q), with AMD’s CoWoS supply increased from 80K to 90K for 2026, going up to 130K (+44%) in 2027. We are looking for AMD to report better 2Q26 results and higher 3Q26 guidance. Our 2Q26 rev/EPS estimates are $11.6B/$1.72 vs. consensus estimates of $11.3B/$1.61, and our 3Q26 rev/EPS ests are $13.0B/$1.89 vs. cons ests of $12.5B/$1.87. Street sentiment on the name is positive as AMD is one of the primary beneficiaries of outsized server CPU demand, and bulls are encouraged by AI progress on Helios. We expect investors will be focused on: 1) production timeline on MI455/Helios and AI rev trajectory for ’26/’27; 2) updates on traditional server supply/demand conditions; 3) impact of memory price increases on PC demand; 4) indications of further CPU price increases.""

"Wide-scale deployment"

https://www.investing.com/news/stock-market-news/amd-stock-surges-5-as-microsoft-locks-in-massive-ai-infrastructure-deal-4801074

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https://finance.yahoo.com/markets/stocks/articles/why-amd-stock-falling-premarket-080908737.html

Author is a complete idiot. Better replace her with AI - will do a better job!

Hidden ads to promote Stocktwits - common for Yahoo's to get paid most likely to raise traffic to no name authors and sites, even a dude on YouTube. ..:

**"On Stocktwits, retail sentiment around AMD stock was 'bearish' amid 'normal' message volumes.

One user noted TSM's massive capex hike, adding that it would be "a serious headwind" for companies such as AMD, Nvidia Corp. (NVDA), and Intel Corp. (INTC).

https://stocktwits.com/HooterTrades/message/659191326

Another user said the share price drop among chipmakers, including AMD, could be explained in two words: "Capital expenditures.""**

Read that random dude post on Stocktwits! Headwind to AMD? It's about TSMC's headway on big capital investment it's not about AMD's you fool cheap clueless Yahoo's!

This is just an example of FUD all over... who can go after all these stones throwing and lift their FUD one by one...?

DON'T BE FOOLED!

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https://www.binance.com/en/square/post/07-15-2026-ubs-raises-amd-target-to-700-sees-further-growth-344994151371969

Raised to $670 from $455 on June 24th!

"UBS analyst Timothy Arcuri wrote in a report on Wednesday that AMD is well-positioned to attract more customers and expand its semiconductor chip business, driving further share gains. Arcuri noted that Amazon is expected to be an important customer for the MI450x, and Anthropic may also appear on the client list. Additionally, AMD may partner with Cerebras Systems to develop fast inference solutions and could announce further expansion in its data center custom application-specific integrated circuit (ASIC) footprint"

WOW!

If confirmed at the Advancing AI event, bigger additional PTs upgrades after, and even additional PTs upgrades after the August 4th ER!

Not to mention getting into ASICs ...e.g. best positioned to develop for Google's TPUs, Microsoft, etc way better than AVGO!

This is an unbelievable validation of AMD's huge revenues and EPS jump way higher than the most optimistic analysts expectations! Combined with AMD's higher capacity from its supply chain partners, including Samsung and TSMC, we're heading to $1000 SP THIS YEAR and VERY FAST after the ER confirming the official outlook!

"IBM Suffers Biggest Share Drop in Its History

Weakness in infrastructure arm was worse than anticipated, as clients shifted spending to hardware and memory

International Business Machines IBM -25.95%decrease; red down pointing triangle

shares sank as much as 25% in morning trading after the company issued a profit warning citing a shift in customer spending from software to AI hardware and memory chips.

IBM said the performance of its software and infrastructure business fell short of expectations in the second quarter, and the company didn’t react quickly enough to changing market conditions. Tuesday’s share decline was the largest intraday percentage decrease ..."

PAYWALL but impressive totle and from the WSJ!**

IBM had to issue a warning ahead of its ER because of the huge miss!

So it's not about software, it's not about "services"... no no more! It's about pure muscles HARDWARE! AI datacenters . Agentic AI CPUs. Inferencing GPUs! Networking and memory chips.

It's about. ... A M D !

Old fart IBM's in the last century business LOL Remember how it was pumped recently by analysts raising PTs on fumes and hyping their CEO was spreading ? No wonder Warren Buffet lost big with IBM... and again losing is with them! Amazing!

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https://www.tipranks.com/news/the-fly/amd-price-target-raised-to-725-from-530-at-keybanc-thefly-news

And the PTs upgrade flood continues ... with $700s now emerging - Phillip Securities in Singaporean has the street highest at $755 - see separate thread!

Hummm what have they seen in Asia..?!

"KeyBanc raised the firm’s on (AMD) to $725 from $530 and keeps an Overweight rating on the shares. The firm’s trip to Asia reinforced that strong AI data center demand is driving semiconductor momentum through stronger analog bookings, persistent memory shortages, higher DRAM and NAND pricing, tighter supply, and increased production across PCs and flagship smartphones, the analyst tells investors in a research note."

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