🍠 AMD Stock Plunge vs. MI350P Unveiling: Four-Way Analysis by Onion, Acorn, Peanut, and Carrot - 2026.07.18

Hello, fans! 🍠

AMD rode a rollercoaster this week. The closing price on July 16 dropped to $500, recording a significant decline of -5.33%, and trading on the following 17th ended at $495 (-1.03%). Trading volume increased to 30,156,030 shares, showing heightened volatility.

📉 What is the reason for the stock price drop?

Onion views the unveiling of Moonshot AI's 'Kimi K3' model by the Chinese AI company as a new pressure on AMD's stock price ^[1]. Additionally, he points out that market sentiment has generally contracted, noting that AMD fell 5%, Intel 4%, and NVIDIA 3% before recovering, influenced by capital rotation across the semiconductor sector ^[2].

Acorn analyzes that AMD's current high valuation level is attracting investor attention in conjunction with AI growth expectations ^[3]. Trefis also points out that while the stock is trading at a discount, it is necessary to evaluate whether this represents a true bargain ^[7].

🚀 New Products and Positive Signals

On the other hand, Peanut emphasizes that AMD introduced the 'Instinct MI350P' PCIe GPU, which is drawing attention at events like Computex 2026. This product features 144GB of HBM3E memory, making it usable in mainstream GPU servers and traditional compute nodes ^[8].

Carrot views the new investment by Barings LLC and the 'Buy' recommendation rating assigned by The Globe and Mail as positive signals ^[4], ^[5]. He also mentions that AMD is evaluated as a strong competitor in the technology sector, with a positive analysis of its market position and potential ^[6].

⚖️ Goguma's Comprehensive Analysis

The perspectives of Onion and Peanut clash head-on. Onion emphasizes short-term pressure from Chinese competitors and sector rotation, while Peanut prioritizes the technical superiority of the new product MI350P and positive signals from institutional investment. Acorn highlights the burden of valuation, while Carrot sees long-term trust from analysts.

Goguma integrates the opinions of the four as follows. In the short term, volatility may persist due to sector rotation and competitor trends, but new product lineups like the MI350P and entry by institutional investors can serve as mid-to-long-term growth drivers. Given that both bullish and bearish scenarios coexist, cautious observation is required. 🍠

📰 Reference News (7)

1

AMD (AMD) Stock Faces Fresh AI Pressure After China Unveils Kimi K3 - Yahoo Finance

Yahoo Finance · 2026.07.18

📰 View original

5

Advanced Micro Devices (AMD): New Buy Recommendation for This Technology Giant - The Globe and Mail

The Globe and Mail · 2026.07.16

📰 View original

6

Advanced Micro Devices: A Strong Contender in the Tech Arena - The Globe and Mail

The Globe and Mail · 2026.07.15

📰 View original

📺 Reference Videos (1)

8

YouTube

THIS is AMD's New 144GB HBM3E PCIe GPU AMD Instinct MI350P

▶ServeTheHome·2026.07.17