AMD

SlfImpr

Happy Friday! ⚠️⚠️⚠️ WARNING ⚠️⚠️⚠️ >Anyone holding neoclouds ($NBIS, $IREN, $CRWV) as a long term investment at current prices over $AMD, $AVGO, $NVDA is going to cry. $NBIS, $IREN, $CRWV are taking on massive amount of debt, have depreciating assets (GPUs), and high run costs (electricity, infrastructure maintenance) = **Low Margin** Business They have absurd valuations to justify their low margin business. NBIS P/E is 94 and IREN P/E is 161 !!! *^(There is a reason that hyperscalers are leasing from these neoclouds because they don't have to take on all that debt and risk)* Meanwhile, $AMD, $AVGO, $NVDA are selling to these AI infrastructure companies (neoclouds) at high profit margins without taking on those debts

Trans-Squatter

Last week my AMD calls expired worthless. This week I would be up 100%. I 'm sure there is a lesson to be learned but I am not smart enough to understand it.

himynameis_

Since the AI boom started, why has the water been rising for Nvidia, TSMC, and to a certain extent AMD, but not Intel so far?

mememan212

friendly reminder to BYND baggies, you couldve bought AMD yesterday and received the outcome you wanted

lurker165473

Threw away 5k today on INTC TSLA AMD and SPY 0dte OTM puts hoping for some volatility and instead the MMs decided to pin SPY to 678 for hours

Lugoe

Nvidia and AMD are kicking off because of their GPUs which Intel don't compete in. Nvidia and Intel have zero overlap product wise other than they both go in a computer

SlfImpr

What are you smoking? Debt has to be repaid with interest. Even if they make money, their margin will be much smaller than those of chip companies like $AMD, $AVGO, $NVDA. Are you really comparing $NBIS, $IREN, $CRWV data centers (loaded with debt) to gold???

iViEye

Fuck it I put $4 into BYND using my gains from AMD. I definitely didn't earn that 70% profit myself lmao

SirBaconater

More of SPMO, AMD, HOOD, and that door that’s not closed (for some reason they still ban the word o.p.e.n. In this sub) :)

EcstaticWear5903

!banbet AMD 240 7D

chem_alx

Up 320% on AMD 170 calls Was this close to sell at 250 ugh

SlfImpr

⚠️⚠️⚠️ WARNING ⚠️⚠️⚠️ Anyone holding $NBIS, $IREN, $CRWV as a long term investment at current prices over $AMD, $AVGO, $NVDA is going to cry $NBIS, $IREN, $CRWV are taking on massive amount of debt, have depreciating assets (GPUs), and high run costs (electricity, infrastructure maintenance) = LOW Margins Meanwhile, $AMD, $AVGO, $NVDA will be selling to these AI infrastructure companies at high profit margins without taking on those debts

Masonry1-

!banbet AMD 230 14d

IHadTacosYesterday

Google and AMD are my two biggest positions, and I remember not too long ago, they were specifically the two holding back my entire portfolio from greatness. Now, they're the stars on the team

Masonry1-

!banbet AMD -5% 14d

puggles123654

Wonder if i am going to get screwed by buying another intel call. Kind of wish i went with AMD.

Foxesandcattos

I think you’re underestimating AMD. AMD has been making big engineering bets and they’ve been consistently paying off. Their tech is better and more efficient than intel. If/when ROCm gets real traction, it makes more sense to compare AMD to Nvidia than Intel and AMD.

Inside-Unit-1564

Sold all my gold and bought AMD two weeks ago. I am happy

OPDBZTO

I am holding still and my reasoning is Intel shouldn't be so much lower than Nvidia & AMD (at least thats what I think)

Foxesandcattos

AMD, ABAT, and BURU keeping my head above meatshake today

Verumsemper

This is my perspective as well, AMD market cap is a good predictor of where intel should be. Many for get that not too long ago AMD was selling for $20 a share and looking up to intel. It may not happen next year but Intel will at minimum in the next 3-5 years have at lease the market cap that AMD has today.

StatusNeighborhood92

Listen closely to the earning this is a multi year plan by time Intel gets the act together. TSMC AMD will be five years ahead. I wouldn’t bet much on this turnaround. It’s been 15 years to get to this point. Nothing’s gonna change. They’re too far behind.

tails2729

I don't think you're entirely wrong for feeling this way and wouldn't blame people from walking away at this point. This said, I don't think the AI bubble is bursting this year. The time to pay up and start building is next year and companies are still rabidly purchasing right now. They are also given ungodly sums of money to purchase and be first to market. If AMD keeps meeting or beating expectations through January, there is no reason this is not a $300+ stock. I'll reevaluate my belief in January, pardon some extraordinary news, but I'm not shaky on AMD until Q2 next year. And when as everyone correctly predicts there won't be enough customers to sustain/justify the overall AI business model, it will crash. Full transparency I have an average price of $136.60 so I have a lot of slack on this one. Like u/MakoFishing said, I also don't want to pay taxes on it this year.

nixicotic

Yeah when it hit $19 I bought as much as I could. I'm less sure now then I was then. I've been buying NVDA, INTC, AMD & TSM though. I think rising waters raises all ships here even for Intel and the AI market hasn't even started imo

pedronegreiros94

Valued at half of AMD market cap, I think it's still has a lot of room to grow.

casey-primozic

Pour one out for my AMD shares. I wasn't able to buy back the CC I sold after that stupid run up. Held it for over a year. 100%+ gains on the underlying. It was good run. I may have to pay cap gains taxes though since that put me in the green for the year. FUUCCKKKK. I hate paying cap gains taxes. Whatever. On to the next CC candidate.

Slightlybadpicks

https://preview.redd.it/oabfbuivl4xf1.jpeg?width=919&format=pjpg&auto=webp&s=e0e73cc48461f9fc85c41cc40256e2245a592a9a Diamond handed AMD for a year only to sell it at 170 for ten percent gain.

SpotlessCheetah

18A full production is still YEARS away. Their current 18A yields are really bad and they are only able to make some of lowest end processors from what I've been able to gather. The number one primary objective for Intel over the past 4-5 years has been to make 18A happen. We're still not there yet. TSM is still not buying a High NA EUV system from ASML which is concerning to me. But Rapidus in Japan is buying it and they are far away too. So remains to be seen...the investments in Intel are for the fab not the chip designing. AMD is available fill chip design void if we have to for x86.

Alarmed_House23

Because AMD feels overpriced now

Key-Chemistry7151

if you're still holding AMD at 253 can you please give me one reason aside from momentum and greed as to why?

Big_Dog_Dexter

AMD at 252 feels like a simulation

hakim37

It's 25% of my portfolio with an average price of about 22 and I plan to keep adding. This company should not be worth less than half of AMD.

StatusNeighborhood92

AMD the next trillion dollar company can’t miss

LisaSu92

All the years I got shit talked by 99% for investing AMD finally paid off. Who’s laughing now Reddit!?

traderbusto

What if it was all a dream and we wake up tomorrow and discover that all AMD did was a reverse split?

benda_knee

Tesla by a mile nex Palantir third AMD then maybe NBIUS then maybe BMNR

-IQ200

Scalped out long ago, keep your shorts short. 😉 AMD cracked tho, 🥳 and 🖕lol.

SkanteWarrrior

PG will never, ever pull an AMD. its safe play

Far_Health_3214

but those BYND bagholders think she's better than AMD :)

Amplees

Can’t compare BYND to AMD. Haha

RoutineLegal3981

This is a rather interesting move for both parties. IBM has been strategically positioning itself for leadership in quantum computing, and partnering with AMD makes perfect sense given their extensive experience in chip technology.

Amplees

Well that’s the recipe for failure. I bought AMD when it was 103$. It stayed in that range for months. I’m up 110% now.

Beneficial-Ferret479

Yes, I read about that today about IBM. They have a partnership with AMD for a large scale Quantum computer by 2029 and without using GPU clusters. This was reported today. Not sure the money involved for the 2 companies, but AMD was up today as well. Quite a bit.

EducationalClient759

AMD’s next price target: your entire paycheck.

EducationalClient759

At this point, AMD chips are cheaper than AMD stock.

OrderPlus3235

Exited my position at 58% loss. Converted to AMD. already 5% gain

ai-moderator

#TLDR --- Ticker: POET Direction: Up Prognosis: Potential M&A target. Catalyst: ALAB's acquisition of a photonics company (aiXscale) has put blood in the water for competitors. Potential Suitors: NVDA, AVGO, MRVL, AMD, or INTC might be looking to acquire a photonics company to keep up.

NachoSleeves

Need AMD to take a nosedive

Pizanch

AMD is going to let me buy a bigger house

EducationalClient759

Everyone’s talking about the *“Dead Internet Theory,”* but what about the *“Dead Stock Market Theory”*? Nobody with a shred of sense is buying stocks at these prices. And if someone were dumb enough to try, they wouldn’t even have the money to afford it. AMD was at $70 in April - 200 days later it’s at $252. Just today, it went up another $18 compared to yesterday. The people who could afford that simply don’t exist. The whole market is fake.

beejee05

I do not believe in AMD

Key-Chemistry7151

who the fuck is buying AMD at $252 lmao

Lisaismyfav

This line of thinking is why it keeps going up. It reported a loss due to a one-time writeoff of their chips that were supposed to be sold to China, it will not recur. The OpenAI deal also legitimizes AMD's credentials in the AI GPU business, the market was barely giving them any credit before that.

kemar7856

Why is AMD up 17% did they buy 10% of open AI

NeighborhoodBest2944

AMD

toonguy84

> giving away up to 10% That's the glass half empty look at it and potentially short term view. Another way to look at it is that one of the biggest AI companies in the world now has a vested interest in seeing AMD do well. AMD tied themselves to one of the biggest AI companies. That could be huge for them.

magneticpasta9

Mainly options, I'm half degen and half swing trader but my problem is the degen plays are getting screwed with this stuff. Like AMD I didn't take the trade this morning bc it left the safe zone, and now look at me, the soiled fool. I either gotta be riskier on late day swings or just stick to my 2-6month swings, but those cost more money which I don't love. Or I just gotta get better with my analysis of how much things can really go after they gap up lol

LandCruiser76

The US dollar is down by 11%.... so yeah.... I invested in AMD: AMD has a good day. US takes ownership stake in Intel. Do you think the government will make reasonable policy decisions or ones that benefit its own company. My value got fucking rug pulled. Me invests in a company with an emerging market in india: Trump- fucks us and India relationships. craters the value. Trump Tariffs on Tariffs off: with rugpulls at every flip.

MutaliskGluon

AMD since losing money last Q and then giving away up to 10% of their company just for selling their own product to a customer: up 48%

Such_Coin

Sold some AMD 260c's for next week...🤞🏼

Glock7enteen

AMD pumping because their biggest, direct rival had good earnings lmao

Illustrious95

The world will end if AMD fucks up earnings next week

magneticpasta9

I'm fine with volatility, my point is from a day trading standpoint, there is a safe spot to enter a trade and see confirmation, that safe spot is teetered to by EOD, and then overnight it either gaps up or gaps down 1-3% and their still might be money to be made, in the morning, but it eliminates a safe/cushioned entry for the bigger/riskier part of the run. Like AMD closed low yesterday and looked good for a play to the upside in the morning, however it gapped up and eliminated a safer entry.

Silver-Delivery5322

AMD for the win!

sailortyx56

the entire stonk market is being carried by AMD.

Wsbmodisgay

Absolutely, I think there’s no harm in taking profits, but if Lisa Su executes, the runway right now is looking magnificent. People won’t expect it to run like NVDA did, but I believe it’s AMD’s turn based on fundamentals. Short term I see $270-280 as resistance technically and I will probably sell calls there to offset a correction. Maybe

Interesting-Shake952

AMD the OG wsb bet.

davidbigham

AMD $300 next week.

Sweaty_Platypus69

AMD is really becoming.. Always My Dick (going hard)... gone are the days of Always Money Destroyer.

Dependent-Goose8240

Why liquidate the entire position? Could've sold 50-75% and allowed you some room for expansion. AMD has an extremely bright future

RaisedByMonsters

That was the summer of AMD calls. Good times.

Blixxybo

Yea sort of compounds the dick kick. I intended to get back into AMD with the same capital, before I erased it.

reaper527

> If one company can run a “key error correction algorithm on AMD hardware” then another can do the exact same thing. they have to **have** the algorithm to run. it's kind of like why tiktok is relevant. the algorithm is what matters,and it's closely guarded.

duchumpian

Howdy! I'm looking to begin investing more regularly. I've got $900 wrapped up in VOO, SPY, AMD, and VTI. As someone who's still very new to this - what would be some smart suggestions for both long and short term plays? Really wanting to bank it for the future. Also, what are some good outlets to follow financial news and updates? Really appreciate the help.

Snoo-47553

IMO biggest mistake was leaving your AMD position. They are destined to be NVDA little brother.

DanZukito

At that time, what made you choose AMD as an investment stock and how old were you?

AbiralParajuli

TSLA not so magnificent, bring AMD in instead

0dtez

AMD dgaf

MaxDragonMan

Good day to hold RDDT, AMD, and GOOGL... And apparently just about anything else too.

FieryXJoe

I bought at $90 and I'm holding till AMD hits $1T market cap.

miss_L_fire

I need NVDA to do what AMD has been doing 🥲

boofpack123

PLTR and AMD. I’ve looked at a lot of meme stocks for 5 years straight. These are the only 2 that i believe will be trillion dollar companies. Everyone else has no moat imo.

isospeedrix

What a fukin glorious day. GOOGL AMD HOOD up huge, BYND drops, INTC drops from pre market, TSLA drops Alls right with this world

Interesting_Leg8859

funny cuz AMD to $1 trillion is actually not a meme anymore

isospeedrix

So who had AMD calls? They’re up 1500% today

Damerman

My portfolio got its bigggest start on AMD, and yet i haven’t touched it since 2023. Had no clue i was such a disloyal bitch.

FarrisAT

IBM makes no sense. If one company can run a “key error correction algorithm on AMD hardware” then another can do the exact same thing.

Gristle__McThornbody

Need Oracle to behave like AMD. Wtf you pos.

cucci_mane1

Used to be AMD. Been loading up all yr. But now im not so sure bc it ripped like 60% just past month

spellbadgrammargood

IBM working with AMD's chip

NotFishinGarrett

I think AMD has tremendous room to grow. They just made a deal with OpenAI for 6gigawatts of GPUs. For reference, Nvidia has a 10GW deal with them. If they can grow to 1/4 of Nvidia market cap that would double the stock price. Their current p/e ratio is triple nvidia's too so it seems very undervalued.

surmoiFire

AMD up 6% while INTC down after ER, what happened to Nana?

Untethered_GoldenGod

Should have bought AMD

Untethered_GoldenGod

Never mind it’s an AMD

gopoohgo

AMD was under $100 in April

moosewithamuffin

I remember when AMD was struggling to hold above 150 lol

blalah

That's what everyone said about AMD every time they reported good news and the stock got dumped. At some point it will stop being ripped a new one.

brett_baty_is_him

What do I actually recommend? Follow a research team called Citrini Research on substack, pay $800 for his subscription, and read their research on stocks and thematic investing. I am up 200% since buying their sub last year and most of the money I made is from ideas from their plays. If you can’t afford it then here is what I am holding in this order: Google Leaps (large portion of port) AMD stock (wish I owned leaps would’ve made like 100% more) Amazon is looking good right now. TIC - really good smaller company that could explode due to a bunch of stuff with Citrini But honestly in the past 2 years you could throw a dart at an AI datacenter company and make money. Now I am focused on the data center infra plays. The power guys. The cooling. There’s a lot of money pouring into DCs that aren’t just chips. Market is sleeping on some of those names while picking up on others.

Roronuffy

# **De Novo Proteins will be the future of AI** If you’ve seen the Veritasium video on AI protein design, you already know what’s coming.  Link: https://www.youtube.com/watch?v=VGosZWBTFyY That video explains how AI can now predict and design proteins with extreme accuracy. Proteins are the machinery of life, and for the first time, we can build new ones intentionally. That's great and all, but where's the money? # **Why Absci (ABSI) Might Be the Smartest High-Risk, High-Reward Play in AI Right Now** AI has already changed how we think, write, and build. But the biggest transformation is about to happen in biology. The future of medicine won’t come from finding molecules in nature. It will come from designing new ones from scratch. That is what Absci does. They use generative AI to create de novo proteins—brand-new proteins built by design, not discovery. These can become new drugs, enzymes, or even regenerative treatments. It’s a total shift in how medicine is made. Absci’s system goes even further. Their AI designs millions of protein candidates, and their automated lab physically builds and tests them. The data then feeds back into the model so each new cycle gets smarter. They call it “AI Drug Creation,” and it’s exactly what it sounds like—AI making new drugs that have never existed before. # **Why Absci Is Different** Every other serious player in this field is locked inside a major corporation or still private. - DeepMind and Isomorphic Labs belong to Google. - EvolutionaryScale is funded by Amazon. - Recursion is partnered with Roche. Absci is the only independent, publicly traded company focused entirely on AI-based de novo protein design. That gives regular investors a unique shot at a field that will likely reshape biotech over the next decade. They also have partnerships with Almirall, Oracle, and AMD, which gives them both scientific and computing credibility. And they recently raised enough capital to be funded well into 2028. That means they can deliver data without constant fundraising or dilution. # **The Baldness Program That Could Change Everything** Absci’s most exciting project right now is ABS-201, a potential treatment for pattern baldness. It targets the prolactin receptor, which plays a role in hair follicle miniaturization. In testing, ABS-201 achieved full hair regrowth in 22 days in mice, while 5 percent minoxidil (Rogaine’s active ingredient) only achieved partial regrowth in the same period. In primate studies, it showed over 90 percent bioavailability and a long half-life, meaning it could be taken once every few months instead of daily. If those results hold up in humans, it would outperform both Rogaine and finasteride by a wide margin. Absci is hosting a baldness-focused conference on December 11 where they are expected to reveal new progress and additional data on this program. If they confirm results close to what they’ve shown so far, it could be a major turning point for the company and the stock. The hair loss market has more than 80 million potential patients in the U.S. alone, with billions spent annually on treatments that barely work. A truly effective biologic would be a category killer. # **Where Things Stand** Absci also has ABS-101, a drug in human testing for inflammatory bowel disease. Results from that study will be the company’s first human clinical data and could validate their AI platform in real-world medicine. Between that and the upcoming December 11 event, Absci has multiple near-term catalysts that could drive significant attention and value. Their partnerships, data generation speed, and multi-year cash runway give them breathing room to prove their model works. # **The Risk and the Reward** Absci is small, volatile, and early. It’s not a stock for anyone who needs safety or short-term certainty. But it is one of the few companies sitting on the edge of a once-in-a-generation scientific shift. If AI-designed proteins become standard in drug creation, Absci could be the name that helped start it. The upside is enormous, even if the path there is risky. # **TL;DR** Ticker: ABSI - Focus: AI-driven design of new proteins for medicine and therapy - Why unique: Only public company fully dedicated to this field - Upcoming catalyst: Baldness program (ABS-201) update on December 11 - Other program: ABS-101 for inflammatory bowel disease, human testing already underway - Cash runway: Funded into 2028 - Potential: Could be the NVIDIA of biotech if AI protein design takes off - Risk: Early-stage biotech volatility, dependent on data

0dtez

WTF AMD doing And other things I have said so many times because I never learn