Company coverage · TECHNOLOGY
Advanced Micro Devices Inc AMD
SEMICONDUCTORS coverage with price history, portfolio records, theme ratings, and research entries pulled from the IntraAlpha data layer.
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Price, fundamentals, portfolio context, and research memory.
Latest snapshot: 2026-08-28T00:00:00. Position gain/loss: —.
40 trade records · 0 option records · 2025-01-06 → 2026-07-07Gained significant CPU market share (25.4% in PC, 27.8% in server as of Q3 2025) through competitive product design. The x86 instruction set (shared with Intel) provides a legacy software moat — decades of applications built on x86 create ongoing de…
Fabless semiconductor company outsourcing entirely to TSMC. Owns minimal physical manufacturing infrastructure. Design centers and R&D facilities are not uniquely defensible. Complete dependence on TSMC for advanced node access creates geopolitical…
Growth. MI350 GPU and CDNA 4 architecture capture enterprise AI inference market while Xilinx FPGA integration expands adaptive compute TAM across edge and embedded applications. Primary assets. x86 CPU license, GPU/CPU designs (MI350, EPYC, Ryzen),…
Append-only ticker entries from the internal coverage database.
- SLB's 3D Far Field Sonic gives operators a quantitative look at what the borehole doesn't touch
SLB's 3D Far Field Sonic service provides operators with a quantitative understanding of subsurface structures and fractures beyond the wellbore, addressing limitations of traditional seismic and borehole imaging. This technology…
- SLB Shares Climb 4.2% After Venezuela Data Agreement, Analysts Remain 8% Above Consensus
SLB stock rose 4.2% after securing a new data agreement with Venezuela's PDVSA, gaining access to critical oilfield data and production monitoring. Despite the gains, analysts maintain a consensus target of $61.93, suggesting an…
- WEC Energy Group stock holds steady as guidance and analyst targets support 2026 outlook
WEC Energy Group's stock is trading around $106, supported by strong second-quarter 2026 earnings, reaffirmed 2026 guidance of $5.51 to $5.61 per share, and a long-term annual earnings growth objective of 7-8% through 2030. Analy…
- The Technical Signals Behind (POOL) That Institutions Follow
This article analyzes Pool Corporation (NASDAQ: POOL) using AI models to identify institutional trading signals. It highlights weak sentiment across all horizons, suggests an exceptional risk-reward setup targeting a 16.2% gain,…
Gained significant CPU market share (25.4% in PC, 27.8% in server as of Q3 2025) through competitive product design. The x86 instruction set (shared with Intel) provides a legacy software moat — decades of applications built on x86 create ongoing demand. However, AMD's ROCm software platform lags significantly behind NVIDIA's CUDA ecosystem (6M developers,…
Fabless semiconductor company outsourcing entirely to TSMC. Owns minimal physical manufacturing infrastructure. Design centers and R&D facilities are not uniquely defensible. Complete dependence on TSMC for advanced node access creates geopolitical vulnerability.
- news
SLB's 3D Far Field Sonic service provides operators with a quantitative understanding of subsurface structures and fractures beyond the wellbore, addressing limitations of traditional seismic and borehole imaging. This technology…
- news
SLB stock rose 4.2% after securing a new data agreement with Venezuela's PDVSA, gaining access to critical oilfield data and production monitoring. Despite the gains, analysts maintain a consensus target of $61.93, suggesting an…
- news
WEC Energy Group's stock is trading around $106, supported by strong second-quarter 2026 earnings, reaffirmed 2026 guidance of $5.51 to $5.61 per share, and a long-term annual earnings growth objective of 7-8% through 2030. Analy…
- news
This article analyzes Pool Corporation (NASDAQ: POOL) using AI models to identify institutional trading signals. It highlights weak sentiment across all horizons, suggests an exceptional risk-reward setup targeting a 16.2% gain,…
- news
A Senior VP at Applied Materials recently sold US$3.6m worth of stock, reducing their holding by 15%. This follows a larger US$56m sale by the President over the last year, though both sales were at prices higher than the current…
- manual · sw-hw
Growth. MI350 GPU and CDNA 4 architecture capture enterprise AI inference market while Xilinx FPGA integration expands adaptive compute TAM across edge and embedded applications. Primary assets. x86 CPU license, GPU/CPU designs (…
- manual · physical-assets
Fabless semiconductor company outsourcing entirely to TSMC. Owns minimal physical manufacturing infrastructure. Design centers and R&D facilities are not uniquely defensible. Complete dependence on TSMC for advanced node access c…
- manual · moat
Gained significant CPU market share (25.4% in PC, 27.8% in server as of Q3 2025) through competitive product design. The x86 instruction set (shared with Intel) provides a legacy software moat — decades of applications built on x…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-07-07 | SELL | Equity | +100% |
| 2026-07-01 | SELL | Equity | +96% |
| 2026-01-09 | BUY | Equity | +1% |
| 2026-01-09 | BUY | Equity | +1% |
| 2026-01-08 | BUY | Equity | +2% |
| 2026-01-07 | BUY | Equity | +0% |
| 2026-01-02 | BUY | Equity | +0% |
| 2026-01-02 | BUY | Equity | +1% |
| 2026-01-02 | BUY | Equity | +1% |
| 2025-12-08 | BUY | Equity | +0% |
| 2025-04-24 | BUY | Equity | +3% |
| 2025-04-24 | BUY | Equity | +1% |
| 2025-04-14 | BUY | Equity | +1% |
| 2025-04-10 | BUY | Equity | +1% |
| 2025-04-10 | BUY | Equity | +1% |
| 2025-04-09 | BUY | Equity | +4% |
| 2025-04-03 | BUY | Equity | +1% |
| 2025-04-03 | BUY | Equity | +1% |
| 2025-03-31 | BUY | Equity | +1% |
| 2025-03-31 | BUY | Equity | +2% |
| 2025-03-27 | BUY | Equity | +1% |
| 2025-03-27 | BUY | Equity | +1% |
| 2025-03-24 | BUY | Equity | +3% |
| 2025-03-24 | BUY | Equity | +4% |