https://gnosly.com/feed/amd/Business Intelligence Console and Prediction Algorithms3840@wallstengineWall St Engine<p>Source: Wall St Engine (X), citing AMD CEO Lisa Su</p>https://x.com/wallstengine/status/21177293652116565240.00102026-11-04T06:50:11.360734+00:002x.comamdaistocks3753https://pbs.twimg.com/media/HWOvns-a8AAJWEl?format=png&name=smallImage2026-11-04T06:50:12.644818+00:002337https://www.linkedin.com/in/guillermoflor/Guillermo Flor<p>AI compute demand is outpacing supply right now.AMD is already ramping this year. But the real move is a "substantial" supply increase planned for 2027. Su expects strong compute demand to run for several more years. This isn't a one-quarter story. It's a multi-year infrastructure wave, and AMD is openly saying they're still catching up to it.</p>https://lnkd.in/p/dNYDsiuE0.00602026-10-06T09:26:43.769418+00:001linkedin.comaiamdchips2156https://media.licdn.com/dms/image/v2/D4D10AQHkCa3vWSP4mw/image-shrink_800/B4DaEQhK4nJYAg-/0/1791278493477?e=1791885600&v=beta&t=bfiNIiQB_KCzCLOnyR5hjFokIt-4sDuVdY6vVogPK5IView image2026-10-06T09:26:45.012577+00:001951https://www.linkedin.com/in/guillermoflor/Guillermo Flor<p>AMD just paid $8.2B to bring Fei-Fei Li inside the building.AMD is acquiring World Labs in an all-stock deal, its second-largest acquisition ever.Fei-Fei Li becomes Chief Scientist and EVP.World Labs' 'Marble' model simulates full 3D environments.Robots and autonomous vehicles can train in virtual worlds before touching the real one.The strategic upside AMD is really buying: years of early visibility into what next-gen AI chips actually need to do.This isn't just a talent grab. It's AMD placing a very large, very deliberate bet that physical AI is where the chip wars get decided.Does this move AMD into genuine contention with Nvidia in the AI infrastructure race?</p>https://lnkd.in/p/dA8y4BS20.00402026-09-30T06:52:27.569972+00:001linkedin.comamdacquisitionai1743IMAGE/media/content/1951/g-20260930-amd-buys-worldlab.jpgg-20260930-amd-buys-worldlab.jpgjpg2026-09-30T06:54:14.058008+00:001832https://www.linkedin.com/in/jonathanroig/Jonathan R.AMD is CRUSHING NVIDIA over the PAST YEAR. 🔥AMD has surged nearly 300%, from about $158 to $631, while Nvidia gained just 32%, from $170 to $225.AMD’s 12-month RETURN is roughly 9x Nvidia’s.AMD also rose more than 2% in Friday premarket trading as tech stocks advanced, with Nasdaq futures up 0.55% and S&P 500 futures up 0.33%.The chipmaker recently crossed $1 TRILLION in market value, becoming the FOURTH U.S. chipmaker to reach the milestone after Nvidia, Broadcom and Micron.Source: Coin Bureauhttps://www.linkedin.com/in/jonathanroig/0.00502026-09-27T15:56:59.979917+00:001linkedin.comamdnvidiacoin-bureau1610IMAGE/media/content/1832/g-20260927-amd-vs-nvidia.jpgg-20260927-amd-vs-nvidia.jpgjpg2026-09-27T16:16:53.637765+00:0053https://www.linkedin.com/in/vikas-subhash-singh-39232398/Vikas Subhash Singh🚨AMD has officially crossed 30% of the x86 PC market for the first time. 🚀🔸 $INTC: 69.7%🔸 $AMD: 30.3%Together, Intel + AMD = 100% of the x86 market.AMD has gained nearly 10 percentage points of x86 share in just two years, showing that its momentum against Intel continues to accelerate.👉 The CPU battle is getting increasingly competitive. 🔥https://www.linkedin.com/feed/0.00502026-08-26T16:23:31.896773+00:001linkedin.comamdamdstockintc43https://media.licdn.com/dms/image/v2/D4D22AQGpy4y55-W1hQ/feedshare-shrink_160/B4DaA3riYGIQAk-/0/1787640555252?e=1789603200&v=beta&t=kcG512RRXE2-663lMmd5Jesgogu8zX1ZDZ0jC7ST_MUView image2026-08-26T16:23:32.195394+00:00