How Schwab Network’s view on $AMD changed

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2026-09-10Bullish
“Tony Zhang on Crude Oil Climb, 10-Year Yield & AMD, DVN Options Trades”
AMD is bullish; breakout above 500 targets ~585 due to AI infrastructure strength.

All right. And I see here also uh that you're looking at AMD right now. And I read an interesting note from Piper Sandler this morning that they think AMD is about to enter its biggest growth phase yet, which would be incredible based on the growth that we've seen uh coming out of this name.

I mean, just looking at its price action year to date, we're up 137%. Last 52 weeks, we're up 219%. So, how are you looking at AMD right now?

2026-09-04Bullish
“Ca$htag$: NVDA "Perfectly Positioned" in AI Trade, AMD, AVGO & INTC Gain Speed”
AMD is catching up to establish a second position in the market, creating potential profitability.

Specifically, I am a big fan of AMD here. I think they are doing amazing things to catch up and establish a second position, which could be very profitable.

Yes, Andy, as you know , we've seen Nvidia, based on futures valuation, look cheap compared to many of the competitors you mentioned, such as AMD and Intel, even at this point.