Advanced Micro Devices Stock (AMD)

Upside – $IRON +52% (Phase 3 APOLLO trial met all primary and secondary endpoints in erythropoietic protoporphyria) – $AAME +41% (long-delayed 2025 annual report was filed, showing a return to annual profitability) – $XLAB +24% (extends rally after securing an $8.2M AI-server order) – $TCRT +20% (extends volatile rally tied to a proposed acquisition and …

Upside – $TCRT +25.0% (extends its surge after closing a PAH-focused biotech acquisition and securing about $350M of financing) – $NCPL +19.0% (regains Nasdaq minimum-bid compliance) – $SITC +18.0% (declares a $3.00 special cash distribution after an asset sale and plans to delist from the NYSE) – $FFR +9.0% (launches the $2,490 FF Nova humanoid …

Upside – $VFC +4.0% (Piper Sandler and Truist upgrade as signs of Vans stabilization improve turnaround confidence) – $GS +3.0% (Q3 beat, led by surging equities revenue and stronger investment-banking fees) – $UNH +2.5% (Q3 beat and 2026 adjusted EPS outlook raised to at least $20.50) Downside – $SNDX -17.0% (MAXPIRe Phase 2 axatilimab trial …

Upside – $JAGX +35% (announces a special stock dividend) – $OPCH +21% (reported takeover talks value the transaction at more than $5B including debt) – $APOG +20% (Q2 beat sharply and the FY adjusted EPS and sales outlooks were raised above expectations) – CEG +9.3% (reports of a potential $1B-plus hyperscaler nuclear-power agreement) – $PENN …

Check this out. Most readers probably already know that I have been very positive on both Advanced Micro Devices ($AMD) and Intel ($INTC). AMD literally for years and INTC for this year at least. Most readers likely also know that I remain long Nvidia ($NVDA), but don’t write on it very often. Looking at The Sarge-folio, AMD is …