AEA Capital Research — AMD https://aeacapitalresearch.com/positions/AMD.html Everything published on AEA Capital Research about AMD: the standing position thesis, its earnings report and competitor comparison where those exist, plus any News, Letters, or Opinion piece that mentions it by name (a real text match, not hand-curated). en-us Advanced Micro Devices (AMD) — Standing Thesis https://aeacapitalresearch.com/positions/AMD.html https://aeacapitalresearch.com/positions/AMD.html Position detail: Advanced Micro Devices (AMD) — valuation, thesis, and bull/base/bear case. Sat, 11 Jul 2026 00:00:00 GMT Advanced Micro Devices (AMD) — Q1 2026 Earnings Update https://aeacapitalresearch.com/earnings/AMD-2026-q1.html https://aeacapitalresearch.com/earnings/AMD-2026-q1.html Earnings update on Advanced Micro Devices (AMD): Q1 2026 Earnings Update. Sat, 11 Jul 2026 00:00:00 GMT AMD vs. Intel vs. NVIDIA https://aeacapitalresearch.com/comparisons/semiconductors-amd-intc-nvda.html https://aeacapitalresearch.com/comparisons/semiconductors-amd-intc-nvda.html Three different bets on the same AI-accelerator demand cycle, compared on real fundamentals — a leader I don't own, a challenger I do, and a turnaround story I also hold. Sat, 11 Jul 2026 00:00:00 GMT The Samsung Selloff Wasn't About Samsung https://aeacapitalresearch.com/opinion/2026-07-09-samsung-selloff-not-about-samsung.html https://aeacapitalresearch.com/opinion/2026-07-09-samsung-selloff-not-about-samsung.html Intel and AMD both fell hard after Samsung's earnings, but neither company's own numbers changed — what's actually being repriced ahead of two real catalysts. Thu, 09 Jul 2026 00:00:00 GMT Chip Stocks Slide as Samsung Earnings Rattle the Sector — Intel and AMD Both Hit https://aeacapitalresearch.com/news/2026-07-07-chip-selloff-samsung.html https://aeacapitalresearch.com/news/2026-07-07-chip-selloff-samsung.html Intel and Applied Materials fell roughly 10% and AMD around 8% on July 7, 2026 after Samsung's earnings triggered a broad semiconductor selloff. Tue, 07 Jul 2026 00:00:00 GMT Dow Tops 53,000 for the First Time — While AMD, Micron, and Intel Fall for a Second Day https://aeacapitalresearch.com/news/2026-07-06-semi-selloff-vs-record-dow.html https://aeacapitalresearch.com/news/2026-07-06-semi-selloff-vs-record-dow.html The Dow and Nasdaq closed at records on July 6, 2026, but AMD, Micron, and Intel fell for a second straight session on AI-semiconductor valuation concerns. Mon, 06 Jul 2026 00:00:00 GMT