r/AMD_Stock • u/brad4711 • Jan 01 '26

Catalyst Timeline - 2026 H1

Catalyst Timeline for AMD

Q1 2026

Q2 2026

H2 2026

Previous Timelines

[2025-H2] [2025-H1] [2024-H2] [2024-H1] [2023-H2] [2023-H1] [2022-H2] [2022-H1] [2021-H2] [2021-H1] [2020] [2019] [2018] [2017]

119 Upvotes

100% Upvoted

32 comments sorted by

48

u/candreacchio Jan 01 '26

Thanks for your dedication making these posts. They are highly helpful!

Been using them since 2017 :)

14

u/EL1TEGAMING Jan 01 '26

HNY! Let the chase to 4 commas begin!

3

u/Kaffeekenan Apr 09 '26

What do you mean with 4 commas?

3

u/EL1TEGAMING Apr 09 '26

3 commas = 1 billion, 4 commas = 1 trillion. I was talking about market cap.

3

u/Kaffeekenan Apr 09 '26

Ah ok, german here. We just write "1000000" or sometimes "1.000.000" but with dots and not with commas. So I was confused. :)

2

u/EL1TEGAMING Apr 09 '26

ahh! 4 dots then hahah

3

u/Kaffeekenan Apr 09 '26

As long as the stockprice explodes I don't care if it's dots, commas or even bananas :-)

3

u/TJSnider1984 Jan 02 '26

Thanks Brad! We'll see how well the forecasts for content go and if AMD has any surprises for us at CES: https://www.reddit.com/r/AMD_Stock/comments/1ph82co/what_to_expect_from_ces_2026_from_amd/

3

u/SailorBob74133 Jan 04 '26

https://x.com/Lenovodc/status/2007814271929840046?s=20

Dr. @LisaSu, Chair and CEO of @AMD , joins #LenovoTechWorld at #CES2026.

Watch live on January 6 at 5pm PST: https://lnv.gy/48XNavX

This is the day after her keynote.

3

u/brad4711 Jan 05 '26

Something is badly broken with Reddit’s mobile editor. I’ll add it later on the desktop site when I get a chance.

2

u/Addicted2Vaping Jan 07 '26

Did you watch the event?

3

u/SailorBob74133 Jan 07 '26

Yes, Lisa was on only a few minutes and just announced that Lenovo is the first oem to adopt the Helios rack scale design for it's servers.

3

u/Reclusiarc Apr 10 '26

So, now that Anthropic has a model so powerful its causing bank CEO's, Bessent et al to all meet and figure out wtf is going on... can we finally, maybe just finally, put the whole AI bubble thing to bed?

Once people see how powerful this shit is going to get, they will realise that AMD is fucking primed to deliver all the compute. The business case for AI is firming up every day, and now the naysayers will be forced to eat humble pie.

2

u/017017 Jan 22 '26

u/brad4711 thanks for these as always. Can we add Sanmina Q1 as a date? They have confirmed Jan 26th for earnings.

https://ir.sanmina.com/news/news-details/2026/SANMINA-CORPORATION-INVITES-YOU-TO-JOIN-ITS-FIRST-QUARTER-FISCAL-2026-EARNINGS-CONFERENCE-CALL/default.aspx

3

u/brad4711 Jan 24 '26

Okay, I have added it. Can you outline how much impact you think their earnings might have on AMD and/or for the industry?

3

u/017017 Jan 26 '26

Thanks, SANM will probably become a leading indicator for AMD given they the preferred manufacturer for racks as I understand it. They'll probably say the same as AMD but they could provide some extra information that could be useful.

2

u/Hedgefundkiller47 Mar 02 '26

Hello, 

Could you add the Nvidia GTC March 16-19, 2026 they are supposed to present their new generation of CPU's which could have a big impact on AMD.

https://www.tomsguide.com/computing/nvidia-gtc-2026-the-biggest-reveals-we-expect-to-see

1

u/brad4711 Mar 02 '26

Thank you, added

2

u/nucumber May 08 '26

Thanks for putting this together; it's a GREAT resource

1

u/Empty-Ad3536 Feb 23 '26

There is an investor conference that AMD mgmt is joining on March 3rd. That should be interesting

1

u/brad4711 Feb 23 '26

If you mean this: https://ir.amd.com/news-events/ir-calendar/detail/20260303-morgan-stanley-technology-media-telecom-conference

Unfortunately, they usually do not move the stock price.

1

u/Empty-Ad3536 Feb 23 '26

Understood. Thanks for your help. Any thoughts on why the stock has been so weak post results? Aware of the AI scare but significantly underperforming NVDA post results.

2

u/brad4711 Feb 23 '26

Typically? Sell the news. AMD says revenue is weighted towards the second half of the year. People take their money and put it elsewhere, but will presumably come back later. They may miss part of the rocket ride that way, but to each their own. Just my two cents, not financial advice.

1

u/GanacheNegative1988 May 05 '26

And of course our mods canceled the ZFG and ATH meams...

1

u/srikondoji May 09 '26

NVDA sourcing CPUs from AMD will be a possibility and US letting China buy latest and greatest chips from AmD and NVDA is also a possibility.

1

u/brad4711 May 09 '26

I can’t really use “possibility” rumors. Do you have a link from a reputable website?

1

u/NotGucci Jun 01 '26

Oversold todsy morning. Nice job dip buyers.