--- title: "AMD Advanced Micro Devices" canonical: "https://supercyclehq.com/stock/advanced-micro-devices" type: "stock" dataAsOf: "2026-11-06" ticker: "AMD" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Advanced Micro Devices (AMD) Advanced Micro Devices designs processors and graphics chips. ## AI Exposure Score **75/100, Core.** Sells Instinct GPUs into AI data centers as the main merchant alternative to NVIDIA, plus AI-enabled CPUs for servers and PCs. The investment thesis is dominated by AI accelerator share gains, with client and gaming chips a cyclical base. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $449.04 | | Change 1d | +11.04% | | Change 7d | -11.05% | | Change 30d | -27.65% | | Change 1y | +92.28% | | 52-week high | $649.42 | | 52-week low | $190.95 | | Market cap | $736.5B | | P/E | 95.95 | | EPS | $4.68 | | Next earnings | 2027-02-02 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Technology | | Headquarters | Santa Clara, California | | CEO | Lisa T. Su | | Employees | 31,000 | | Website | https://www.amd.com | | Buildout layers | [Semiconductors](https://supercyclehq.com/category/semiconductors), [Cloud & Hyperscalers](https://supercyclehq.com/category/cloud-infrastructure) | ## What the company does Advanced Micro Devices designs processors and graphics chips. It makes money selling CPUs for servers and PCs, GPUs for data centers and gaming, and adaptive computing products, competing directly in the AI accelerator market. Its AI lineup is led by the Instinct MI300X data center GPU, the main merchant alternative to NVIDIA for AI training and inference. Around it sit Ryzen AI processors for PCs, the ROCm software platform for AI developers, Alveo accelerators, and Pensando data processing units for networking. Founded in 1969 and headquartered in Santa Clara, California, AMD trades on the NASDAQ and employs about 31,000 people. ## Role in the AI buildout AMD sits in the Semiconductors layer of the buildout with reach into Cloud & Hyperscalers as the main merchant challenger in AI accelerators. Its Instinct GPUs sell into AI data centers as the leading alternative to NVIDIA, with ROCm as the software on-ramp, while AI-enabled CPUs span servers and PCs. The investment thesis is dominated by AI accelerator share gains, on a cyclical base of client and gaming chips. Supercycle scores its exposure at 75 out of 100. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Whale Rock Capital](https://supercyclehq.com/investors/whale-rock) | Whale Rock Capital Management | $877.0M | 7.04% | increased | 2026-06-30 | | [Cathie Wood](https://supercyclehq.com/investors/cathie-wood) | ARK Investment Management | $822.8M | 5.34% | trimmed | 2026-06-30 | | [Chase Coleman](https://supercyclehq.com/investors/chase-coleman) | Tiger Global | $392.0M | 1.63% | new | 2026-06-30 | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $312.9M | 1.28% | trimmed | 2026-06-30 | | [David Tepper](https://supercyclehq.com/investors/david-tepper) | Appaloosa Management | $114.7M | 1.54% | trimmed | 2026-06-30 | | [Light Street Capital](https://supercyclehq.com/investors/light-street) | Light Street Capital Management | $63.6M | 7.48% | trimmed | 2026-06-30 | | [Philippe Laffont](https://supercyclehq.com/investors/philippe-laffont) | Coatue Management | $55.8M | 0.11% | new | 2026-06-30 | | [Stanley Druckenmiller](https://supercyclehq.com/investors/stanley-druckenmiller) | Duquesne Family Office | $42.3M | 0.97% | new | 2026-06-30 | | [George Soros](https://supercyclehq.com/investors/george-soros) | Soros Fund Management | $29.5M | 0.39% | increased | 2026-06-30 | ## Recent news - [Stock Market Today, Nov. 6: AMD Surges 11% on Record Quarterly Revenue and Stronger Growth Outlook](https://www.fool.com/coverage/stock-market-today/2026/11/06/stock-market-today-nov-6-amd-surges-11-on-record-quarterly-revenue-and-stronger-growth-outlook/?.tsrc=rss) (source, 2026-11-06) - [Why Did International Business Machines (IBM) Move Today?](https://finance.yahoo.com/markets/stocks/articles/why-did-international-business-machines-221303478.html?.tsrc=rss) (source, 2026-11-06) - [Nvidia, Intel, Tesla, AMD, Coherent, Lam Research, Moderna, and More Stocks That Explain Today’s Market](https://finance.yahoo.com/m/13933ac1-ca44-3c66-87e0-08f5c6b276e8/nvidia%2C-intel%2C-tesla%2C-amd%2C.html?.tsrc=rss) (source, 2026-11-06) - [Advanced Micro Devices (AMD) Joined A Quantum Error Correction Platform Launch](https://finance.yahoo.com/technology/articles/advanced-micro-devices-amd-joined-211815190.html?.tsrc=rss) (source, 2026-11-06) - [Intel and AMD in Focus as Tech Stocks Seek Rebound](https://finance.yahoo.com/markets/stocks/articles/intel-amd-focus-tech-stocks-192042980.html?.tsrc=rss) (source, 2026-11-06) ## FAQ ### What does Advanced Micro Devices do? AMD designs CPUs, GPUs, and adaptive computing chips. It sells processors for servers and PCs, data center GPUs for AI, and gaming graphics, competing as the main merchant alternative to NVIDIA in AI accelerators. ### How is Advanced Micro Devices exposed to AI? Substantially. The thesis is dominated by AI accelerator share gains as its Instinct GPUs sell into AI data centers, with client and gaming chips as a cyclical base. Supercycle gives it an AI Exposure Score of 75 out of 100. ### What are AMD's main AI products? The Instinct MI300X data center GPU, Ryzen AI processors for PCs, the ROCm software platform for AI development, Alveo AI accelerators, and Pensando DPUs for data center networking. ### Where is AMD headquartered and who leads it? AMD is headquartered in Santa Clara, California, and led by CEO Lisa Su. The company was founded in 1969, employs about 31,000 people, and its shares trade on the NASDAQ. ### Is AMD a pure play AI stock? Not fully. AI accelerators dominate the thesis, but client, gaming, and embedded chips remain a large cyclical base. An AI Exposure Score of 75 out of 100 places it high on the leaderboard without reaching pure play status. --- Source: https://supercyclehq.com/stock/advanced-micro-devices. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.