AMD · Advanced Micro Devices
AMD — Attributed statements and research notes, reproduced as stated. Not investment advice.
What published research said about AMD in the last 14 days
None of the tracked publishers made AMD the primary subject of a piece in this window.
Directional statements on AMD, on the record
Each row is a dated fact: a named source expressed a direction on AMD. Where a publisher relayed a broker's rating change, the originating voice is in the "via" column. None of these is a recommendation from Quant Data; they are recorded so they can later be checked against what the price did.
| Date | Publisher | Via | Stance | Statement |
|---|---|---|---|---|
| 2026-10-07 | James Bulltard | options market print | Bullish | Noted purchase of 4,000 October 30th $640 calls for over $12 million. |
| 2026-10-06 | TMT Breakout | Citi | Bullish | Raised price target to $800, citing agentic AI expanding the CPU TAM. |
| 2026-10-06 | James Bulltard | author's own account | Bullish | Rolled 540 short puts in November to 550 in December (net-long exposure) and added 10 more contracts. |
| 2026-10-05 | TMT Breakout | BNP | Bullish | Raised the price target to $960, citing Helios and Venice CPUs driving major AI share gains. |
Research notes that mention AMD
- October 13, 2026 — Eight research pieces from six publishers: Meta's Muse Wonder returns to the frontier, SK Hynix faces HBM4 defect rumors, global liquidity drops, and Paul Tudor Jones warns of a bearish 2027.
- October 11, 2026 — Three research notes from Cassandra Unchained, Irrational Analysis, and Macro Charts cover Fannie Mae preferreds, the history of Intel's 3D XPoint, and macro rotation signals
- October 7, 2026 — Ten research pieces from six publishers: Marvell's ambitious 2030 targets, ASML's capacity expansion, optical switch growth, and rising Treasury yields pressure tech valuations
- October 6, 2026 — Eight research pieces from six publishers: Global liquidity edges higher, AI computer use targets a $1 trillion market, and Marvell raises long-term targets
- October 5, 2026 — Quant Data Daily Research Notes for 2026-10-05: Eleven pieces from seven publishers covering macro liquidity, semiconductor substrates, enterprise AI security, and tactical options strategies.
- September 9, 2026 — Seven notes from six publishers: Meta Muse launch, Capital Wars maps a 5-6 year liquidity cycle, and a hedge fund trims its AI-chain shorts
- September 8, 2026 — Eight notes from five publishers: OpenAI's Astra reshapes the AI capex debate, GS/Citi TMT conference recaps, and a wave of sell-side rating changes
Attributed statements and research notes, reproduced as stated. Not investment advice.
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