--- type: "Symbol" title: "AMD (AMD.US) — Community Discussions" description: "Community discussions about this stock, including analyst opinions, earnings analysis, and investment strategies from verified financial professionals and active investors." locale: "en" url: "https://longbridge.com/en/quote/AMD.US/topics.md" symbol: "AMD.US" parent: "https://longbridge.com/en/quote/AMD.US.md" count: 18 datetime: "2026-06-25T08:07:02.883Z" locales: - [en](https://longbridge.com/en/quote/AMD.US/topics.md) - [zh-CN](https://longbridge.com/zh-CN/quote/AMD.US/topics.md) - [zh-HK](https://longbridge.com/zh-HK/quote/AMD.US/topics.md) --- # AMD (AMD.US) — Community Discussions ### [Micron's earnings report was explosive, sending global chip stocks soaring! But that's a separate matter from whether you should chase the Science and Technology Innovation Board chip stocks today.](https://longbridge.com/en/topics/42180465.md) - Author: [老韭菜进化](https://longbridge.com/en/profiles/25202815.md) - Datetime: 2026-06-25T08:02:05.000Z - Comments: 0 - Let me start with the conclusion: Micron (the American giant in memory chips) had a blowout earnings report last night—revenue of $41.46 billion, up about 3.5 times year-over-year, next quarter guidan ### [$iShares Semiconductor ETF(SOXX.US)SOXX components…](https://longbridge.com/en/topics/42175764.md) - Author: [CrazyJenny](https://longbridge.com/en/profiles/13903643.md) - Datetime: 2026-06-25T05:24:54.000Z - Comments: 0 - $iShares Semiconductor ETF(SOXX.US)SOXX components: Micron 8.77%, AMD 7.51%, NVIDIA 6.94%, Intel 6.25%, Broadcom 6.17%, Marvell Technology 5.28%, Applied Materials 5%.The upstream of storage also need ### [Micron, NVIDIA, Intel, AMD, Broadcom, SanDiskEssen…](https://longbridge.com/en/topics/42167205.md) - Author: [纳斯达克小作手进行录](https://longbridge.com/en/profiles/16370765.md) - Datetime: 2026-06-25T01:06:28.000Z - Comments: 0 - Micron, NVIDIA, Intel, AMD, Broadcom, SanDiskEssentially, they have a symbiotic and co-prosperous relationship with the four major cloud providers (Meta, Microsoft, Google, Amazon) and OpenAI, Anthrop ### [Woke up to find Micron saved the world](https://longbridge.com/en/topics/42166668.md) - Author: [天空1982](https://longbridge.com/en/profiles/15443563.md) - Datetime: 2026-06-25T00:44:37.000Z - Comments: 0 - Micron's earnings report is epic: The adjusted gross margin for the third quarter was 84.9%, higher than the expected 81.9%. The third-quarter revenue was $41.456 billion, higher than the IBES expecte ### [$NVIDIA(NVDA.US) Bros, my prediction was spot on! …](https://longbridge.com/en/topics/42162462.md) - Author: [st英伟达的最大受害者](https://longbridge.com/en/profiles/19363249.md) - Datetime: 2026-06-24T21:13:53.000Z - Comments: 1 - $NVIDIA(NVDA.US) Bros, my prediction was spot on! It follows the market down but not up! Always lagging behind Intel and AMD **Comments:** - **DY离恨烟 · 2026-06-24T23:49:43.000Z**: It's peaked, nv is hard to double again. Big companies are looking for alternatives. On the other hand, intc has a solid base in the US. Just hold it. 😂 ### [I've been watching Qualcomm for three days, was bu…](https://longbridge.com/en/topics/42162018.md) - Author: [钢铁纪律](https://longbridge.com/en/profiles/13301109.md) - Datetime: 2026-06-24T20:52:43.000Z - Comments: 15 - I've been watching Qualcomm for three days, was busy betting on football and forgot to buy it, it's gone up like crazy.Alright, remember to buy Qualcomm the next time it has a big drop.NVDA, AVGO, the **Comments:** - **在微软等半导体暴跌 · 2026-06-25T02:02:32.000Z**: What's your view on Qualcomm's valuation? Can it double? It's only 200 billion now. - **西瓜呀 · 2026-06-25T00:30:36.000Z**: M7 has taken a huge loss, should I cut my losses? - **静待花开M · 2026-06-24T23:42:26.000Z · 👍 1**: Bro, Micron's earnings report pulled it up today. Is it likely to be an upward trend from now on? Or could it still drop for a few days? - *[... 10 more comments →](https://longbridge.com/en/topics/42162018.md)* ### [📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: $Cerebras(CBRS.US) C…](https://longbridge.com/en/topics/42156397.md) - Author: [Hardik Shah](https://longbridge.com/en/profiles/27423834.md) - Datetime: 2026-06-24T17:35:40.000Z - Comments: 0 - 📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: $Cerebras(CBRS.US) Cerebras CEO Says Investors "Misunderstood" Margin Outlook After 17% Stock Drop👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ 𝐂𝐞𝐫𝐞𝐛𝐫𝐚𝐬 shares fell m ### [$AMD(AMD.US) is weak when rising, and plummets lik…](https://longbridge.com/en/topics/42150776.md) - Author: [港股赚钱美股亏](https://longbridge.com/en/profiles/14403818.md) - Datetime: 2026-06-24T15:02:14.000Z - Comments: 0 - $AMD(AMD.US) is weak when rising, and plummets like a floodgate opening when falling. ### [$NVIDIA(NVDA.US) storage rises, you don't rise, yo…](https://longbridge.com/en/topics/42145146.md) - Author: [st英伟达的最大受害者](https://longbridge.com/en/profiles/19363249.md) - Datetime: 2026-06-24T13:58:05.000Z - Comments: 4 - $NVIDIA(NVDA.US) storage rises, you don't rise, you're an old-timer stock! Big market cap! Storage falls, the six sisters hold up, you follow with a big drop! Storage rebounds, you still don't rise be **Comments:** - **ID卡是新的 · 2026-06-24T15:37:18.000Z**: There's no way around it. This stock has a market cap of over 20 billion, while AMD only has a few hundred million shares. - **原味清凉薄荷 · 2026-06-24T14:03:37.000Z**: When it rises, it belongs to the old man; when it falls, it belongs to AI. ### [$AMD(AMD.US) is bullish!](https://longbridge.com/en/topics/42145021.md) - Author: [wun_008](https://longbridge.com/en/profiles/18672632.md) - Datetime: 2026-06-24T13:57:01.000Z - Comments: 0 - $AMD(AMD.US) is bullish! ### [$AST SpaceMobile(ASTS.US) Glad I got out the day b…](https://longbridge.com/en/topics/42142347.md) - Author: [smcxx爆仓王](https://longbridge.com/en/profiles/24580725.md) - Datetime: 2026-06-24T13:33:07.000Z - Comments: 0 - $AST SpaceMobile(ASTS.US) Glad I got out the day before yesterday; I'd rather get margin called in my Supermicro position than watch it slowly bleed out here. ### [Control drawdown, it's better to make less profit …](https://longbridge.com/en/topics/42140488.md) - Author: [天大大将军(^･ｪ･^)](https://longbridge.com/en/profiles/18095475.md) - Datetime: 2026-06-24T12:36:30.000Z - Comments: 3 - Control drawdown, it's better to make less profit than to incur a big loss 👍👍👍"Investing is a high-elimination-rate game of '9 losses, 1 win'. What truly creates a gap is often not catching eve **Comments:** - **何长桥 · 2026-06-24T14:36:17.000Z · 👍 1**: Abandon the shitty taste of A-shares ### [$AMD(AMD.US) | UBS reiterates 𝐁𝐮𝐲 on 𝐀𝐌𝐃, 𝐫…](https://longbridge.com/en/topics/42138574.md) - Author: [Hardik Shah](https://longbridge.com/en/profiles/27423834.md) - Datetime: 2026-06-24T11:05:50.000Z - Comments: 0 - $AMD(AMD.US) | UBS reiterates 𝐁𝐮𝐲 on 𝐀𝐌𝐃, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟔𝟕𝟎 𝐟𝐫𝐨𝐦 $𝟒𝟓𝟓Analyst sees AMD capturing outsized server CPU share from Intel, citing a superior roadmap, core count ad ### [💢💢💢](https://longbridge.com/en/topics/42132925.md) - Author: [辰逸](https://longbridge.com/en/profiles/16318663.md) - Datetime: 2026-06-24T07:31:24.000Z - Comments: 0 - 🔥 ETF moves first, individual stocks follow? The key signal to detect sector rotation early Most investors focus on individual stocks, but the real flow of funds is often first reflected in ETFs. The ### [People have two heartsOne is greedyOne is unwillin…](https://longbridge.com/en/topics/42128800.md) - Author: [Pstri1oySe](https://longbridge.com/en/profiles/23199608.md) - Datetime: 2026-06-24T03:54:24.000Z - Comments: 0 - People have two heartsOne is greedyOne is unwilling to give up$Invesco QQQ Trust(QQQ.US)$SPDR S&P 500(SPY.US)$AMD(AMD.US)$Marvell Tech(MRVL.US)$Micron Tech(MU.US)$Applied Optoelectronics(AAOI.US)$ ### [🚨The most shocking thing about $SOXX might not be…](https://longbridge.com/en/topics/42119316.md) - Author: [辰逸](https://longbridge.com/en/profiles/16318663.md) - Datetime: 2026-06-23T16:46:18.000Z - Comments: 0 - 🚨The most shocking thing about $SOXX might not be how much it has risen.It's that what's driving it up isn't $NVIDIA(NVDA.US).Since the beginning of this year, $Micron Tech(MU.US) has skyrocketed 259 ### [Curious if anyone's portfolio is green after today…](https://longbridge.com/en/topics/42117471.md) - Author: [Serenity](https://longbridge.com/en/profiles/26792196.md) - Datetime: 2026-06-23T15:45:49.000Z - Comments: 3 - Curious if anyone's portfolio is green after today's fun day. $KORU: -32.06%$SOXL: -22.98%$IQE: -13.58%$DRAM: -12.6%$AXT(AXTI.US): -12.57%$Fluence Energy(FLNC.US): -12.5%$Applied Optoelectronics(AAOI **Comments:** - **我耳机呢 · 2026-06-23T17:19:30.000Z**: Open a position and average down - **阳光涨涨涨 · 2026-06-23T16:37:16.000Z**: Exciting - **我在牛市里亏大钱 · 2026-06-23T16:06:37.000Z**: I'm so done 😑 ### [US Growth Stocks](https://longbridge.com/en/topics/42116475.md) - Author: [一颗白菜](https://longbridge.com/en/profiles/17273061.md) - Datetime: 2026-06-23T15:24:19.000Z - Comments: 0 - US Growth Stocks ## References - [AMD (AMD.US)](https://longbridge.com/en/quote/AMD.US.md)