Raging Capital Ventures on X
@pradeeepk $AMD + ASICs will eat $NVDA margins
NASDAQ
Advanced Micro Devices INC
AMD
2 articles
$773B Market cap · 2026-08-21
Raging Capital Ventures on X
I’ve been legging into $AMD short https://t.co/XWmhyYgpFC
Investor Letters
Letters that discuss AMD.
- White Falcon Capital Management Q2 2026 Partner Update Letter Q2 2026 +8.5% AMD $773BEPAM $5.5BNU $71BTOI $6.2B
- Polen Capital 5Perspectives Growth Opportunities Polen 5Perspectives Growth Opportunities 2Q 2026 Portfolio Manager Commentary 2Q 2026 +25.2% AMD $773BBE $60BBWXT $14BFSLY $3.6B
- Artisan Partners Artisan Global Opportunities Fund Quarterly Commentary Q2 2026 +12.4% AMD $773BAS $18BBAESF $89BCOR $61B
- Wedgewood Partners Are Hyperscalers Still Magnificent? Second Quarter 2026 +9.4% HRMS AMZN $2.8TGOOGL $4.2TMETA $1.4T
