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Which podcasts are discussing AMD?
87 ATTRIBUTED IDEAS · 80 EPISODES · 30 SHOWS
The shows
The Options Insider Radio Network
Excess Returns
The Julia La Roche Show
Bloomberg Surveillance
CNBC Fast Money
Motley Fool Money
Thoughtful Money
a16z Podcast
Monetary Matters with Jack Farley
The Compound and Friends
The Twenty Minute VC
All-In with Chamath, Jason, Sacks & Friedberg
Planet MicroCap Podcast
The Tim Ferriss Show
WSJ What's News
Animal Spirits
Barron's Streetwise
Capital Allocators
Invest Like the Best with Patrick O'Shaughnessy
MacroVoices
Marketplace
Odd Lots
Prof G Markets
Real Vision Daily Briefing
The Acquirers Podcast
The Alpha Exchange
The Derivative
The Pomp Podcast
What Bitcoin Did
Yet Another Value Podcast
Where the discussion went deepest
5 AUG1W AGOBLOOMBERG SURVEILLANCE · 02:30
4 AUG1W AGOBLOOMBERG SURVEILLANCE · 22:30
AMD as a top pick to gain AI share
“The analyst's thesis is that AMD is a top pick due to its potential to capture significant share in the expanding AI accelerator market as it ramps its large-scale platform and improves its software.”
Bloomberg Surveillance TV: August 4th, 2026
Core thesis · 5/5Verify in source →
30 JUL2W AGOTHE ACQUIRERS PODCAST · 07:00
Extreme market valuations invite eventual government profit-capping
“Even when hyper-growth corporate themes achieve complete market dominance, government intervention and regulatory profit caps historically limit long-term investor equity returns.”
What 250 Years of Market Data Actually Tells Us
Core thesis · 5/5Verify in source →
15 JUL15 JULA16Z PODCAST
Nvidia's moat reinforced by supply chain and rapid model shifts
“Early-stage silicon startups struggle to disrupt Nvidia because long chip design cycles get rendered obsolete by shifting model architectures.”
From the Archive: Can Anyone Catch NVIDIA?
Core thesis · 5/5Verify in source →
9 JUN9 JUNBLOOMBERG SURVEILLANCE
6 JUN6 JUNALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Dedicated wafer-scale architectures surpass GPUs in AI inference
“Specialized, non-GPU silicon architectures placing memory directly adjacent to compute overcome traditional memory bandwidth bottlenecks in AI workloads.”
The IPO Comeback: Why Tech Giants Are Finally Going Public
Core thesis · 5/5Verify in source →
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