AMD

Frozen_Shades

Money is draining from MSFT NVDA AMD and META. It's probably nothing.

Mathguy200

AMD $195 EOM please

JPOW_woz_ere

someone tank AMD pls

petegameco_core

In the current volatile macroeconomic landscape, a critical inquiry into market direction is warranted. One might contemplate the prudence of a **bearish asymmetric wager** (i.e., purchasing a put option) on the premise that an economic downturn is an inevitable consequence of the business cycle. This position is predicated on the timeless maxim that **what ascends must invariably descend**, a principle that underpins strategies of **risk aversion** and capital preservation. Conversely, a compelling argument for continued market expansion rests on the notion of a **paradigm shift** driven by transformative technologies. The profound and accelerating proliferation of artificial intelligence, coupled with the continued maturation of digital assets such as **Bitcoin** and **Ethereum**, suggests a re-evaluation of traditional market valuations. The sustained performance of entities like **Nvidia** and **AMD**, alongside the enduring appeal of **gold**, seems to validate a view that these assets are fundamentally sound. My personal preference for **CBETH**, despite the inherent **counterparty risk**, underscores a belief in the long-term utility and value accrual of liquid staking derivatives. This leads to a central question: what is the prevailing **consensus** on the market's trajectory? Is a cataclysmic correction imminent within the next one to two years? Will the current growth phase persist indefinitely? Or could a precipitous collapse occur as soon as tomorrow? The **September Effect**, a documented seasonal market anomaly characterized by historically weak returns, serves as a poignant reminder of the unpredictable nature of asset classes. While this anecdotal trend has often been a personal harbinger of financial downturns, I am now inclined to adopt a more deliberate and **prudent** approach. Although I am prone to bouts of **inadvertent overexposure**, a more disciplined strategy of making small, hedged bets or accumulating assets incrementally on price declines—a practice one might call "buying dips in bulk"—seems advisable.

Ancient-Stock-3261

NVDA squashing supply rumors is classic damage control—doesn’t mean margins won’t tighten later. Demand’s insane, but competition from AMD/Intel is heating up, so dips like this are less about shortages and more about stretched valuations. Play it like a high-beta momentum stock, not gospel.

Mcamp27

AMZN, AMD. I usually start with a stock screener on moomoo. Set filters like low PE, high ROE, steady profits, and no major dividend cuts over the past five years. It helps narrow down the list so I don’t waste time on overpriced or unstable picks.

foo-bar-nlogn-100

No crying at the casino. A fraternity brother got rich off building shoddy Phillipine flood walls. Only 20% of the funds were spent on the flood walls The rest, he bought CoreWeave, NVDA, and Figma amd AMD and cryptos. Parts of the Phillipines are flooded but he's in Dubai with crypto bros. Would you gamble off public works money?

Stunning-Narwhal1884

AMD and MU and maybeee TSM tm thoughts ?

StatisticalMan

To be clear it isn't illegal. It is 100% legal and in fact a solid hedged strategy. People however don't predict the market as well as they think they will. Most active traders fail to beat the market. In my Intel AMD example what if Intel releases a much better chip and thus has exceptional earnings and Intel stock rises more than AMD. Noow the trade is underwater. If it gets too far underwater you face a margin call and get liquidated. Even if eventually AMD does better than Intel (or the index) it doesn't matter if you have already lost everything.

floo82

NVDA the old graphics card company? Why would you invest in them, they're like Intel and AMD

StatisticalMan

It is called a long short. >For example, if I think X is going to go up, I want a mechanism that will give me a positive result even if X goes down by 5%, and the whole stock market went down by 10%. You could be short VTI (the US market index) and long the company. If the company does better than the index (up or down) you come out ahead. > Similarly, if I think X is going to go down, I'd like a mechanism that will give me a payoff even if X goes up by 5% while the whole stock market goes up by 10%. Here would just be the reverse. You short the company and are long the index. In either case you wouldn't necessarily need to use a broad market index. If company X was a semiconductor company you could use a tech index or a semi conductor index or even another semiconductor company. Like short Intel and go long AMD. I would however caution you from doing this and provide it only as academic information.

CryptoChartz

Year 2036, we live in a NVDA economy. Things are bought and sold using pieces of old GeForce Rtxs. AMD loyalists are eating rats and bugs in the sewers. President Jensen is on the television about to give an announcement on the next new breakthrough in AI. A loud bang is heard in the crowd followed by deafening silence. A smoking gun is raised in the hands of an Intel bag holder as he is executed on the spot. The crowd turns to Jensen and a woman in the audience produces a blood curling scream that echos across the 100 million TV screens throughout the globe. A large bullet hole directly through the skull of Jensen is shown on the screen. But… no blood? Where’s the blood? Jensen carefully peels his face off revealing the next breakthrough in AI, a lifelike android. The crowd erupts in cheers, NVDA soars to all time highs. The body of the would-be assassin slowly becomes one with the earth under the weight of the untamable crowd. Jensen deletes the assassins number from his phone and walks on to the stage to a thunderous applause.

MarginCuck

My moves this year Bought AMD at $99, Sold at 170 and then got GOOG at 190… Fuck yeah 🤌🤌🤌

gkdjsl

AMD please go back to $185 by EOW, I'm not getting any younger here

Y0tsuya

Those new chips found a foothold in the vacuum left after the initial H20 ban. The Chinese govt issued the recommendation to try to stave off a Drumpf TACO of the H20 ban which will kill off those companies. Nvidia's GPU ecosystem (CUDA etc) is decades in the making. Many well-financed companies have attempted to challenge it recently and failed (cough AMD cough). It's easy to become enamored with the Chinese tech scene and the seemingly omnipotent Chinese govt. I first arrived in Shanghai Pudong in 2003 and helped set up our company first R&D center there, and still travel there regularly pre-COVID. It has changed much in those years. But I also understand the Chinese way of doing things (am ethnic Chinese myself) and recognize the limitation of their govt-directed model.

Chief-Sheed

Duplicator still duplicating money loool AMD!!!

CoverThat7433

AMD green eod

Chief-Sheed

PLTR green and AMD pumping to green, like I said, nothing burger.

hungry-pizza1631

With AMD being shaky right now along with the market overall do you think nvidia might take another drop. I am very interested in getting money into everything related to AI whether the tech behind it as well as energy to power these centers.

Chief-Sheed

I’m not a greedy bull, I just want 640 today. 647 tomorrow. PLTR back to 180, AMD to 190, NVDA 180, and maybe or nah bers can have HOOD. Deal?

Chief-Sheed

AMD ending green

Paul_Robert_

AMD ATM calls, about 4 weeks out. Good luck 🫡

The_Albertino

What’s next for AMD 170 or 150?

Chief-Sheed

AMD just wants the green light from mommy NVDA and it’ll rip a shrek dik to $180. Can feel it in my left testicle.

daemon-electricity

Always is a long time. AMD was the second tier choice for a long time. ARM is absolutely going to own laptops in the near future. They might even have a decent shot at owning app servers if they can pack a ton of cores in one package. The cooling and efficiency gains are worth it when those things cost lots of money for idling in a data center.

PanchoSinCaballo

Linear Technology and Maxim Integrated are both owned by Analog Devices now. Altera was acquired by Intel and Xilinx was acquired by AMD. So many semiconductor companies have been consolidated in the past decade.

Metacog_Drivel

NVDA down more than AMD. This shouldn't be legal.

gkdjsl

AMD's six month chart looks like a guy about to jump off the Golden Gate bridge

meltbox

No they’re not. Maybe if AMD didn’t exist Qualcomm would have a real shot.

chochang69420

AMD is perfect for sadomasochists

VoidMageZero

Eh you’ve got companies like AMD, ARM, PLTR, ORCL, even IBM which are kinda high right now.

daemon-electricity

On the flipside of that, by the mid-2000s, everyone pretty much assumed ARM was a joke. Now it is actually ready to eat what's left of Intel's lunch that AMD didn't already eat.

bloodygee

I don’t think that’s the main reason. I believe it’s the Alibaba earnings and the decline of US semiconductor companies like Nvidia, ASML and AMD

Chief-Sheed

NVDA holding down my AMD calls, PLTR looking good tho

Chief-Sheed

Rumors have it AMD now follows daddy PLTR

Amplees

iT WOULD be awesome if we just pumped AMD up to 170. Mama Su baby

Low-Scarcity88

AMD has risen

ShadowCatZeroMeow

Sold my AMD out for profit now my calls are going up kek

Chief-Sheed

Why didn’t I double down on my AMD calls fml

jiggolo420

AMD going green today

jiggolo420

AMD going green today

jiggolo420

AMD coming back from the grave

Mathguy200

AMD $195 by October

gkdjsl

Took too long walking the dog and didn't get to panic sell covered calls on AMD at open, and now it's recovering. My dog is a better trader than I am.

ShadowCatZeroMeow

AMD please stop giving me hope

Sir_Grindalot

Before the Jackson Hole speech I sold all my Nvidia and AMD, stayed mostly cash gang and put 10k in biotech stocks. Right now all my biotechs are green, lmao

tdraaayer

Buy AMD chumps

Wowmuchrya

TSM was doing fine and then this clown admin was like “nah AMD AND NVIDIA ARE -3% BETTER CANCEL WAIVER”. Clowns. Hope he’s actually gone.

whisperedstate

or 5k GOOG and 5k AMD for the contrarien play.

Fitcouple0324

So puts on TMC and probably AMD and NVDA gonna take a big hit too with this right?

chochang69420

AMD got me feeling like the Eagles on their first SuperBowl win. We are the underdog

Fitcouple0324

What's more likely by EOW. SPY under 630. PLTR under 140 or AMD under 150

DirectionOk9296

When AMD is back to $100 you know things will have reset themselves.

Fitcouple0324

Do.i buy SPY puts..pltr puts or AMD puts....🤔

Fitcouple0324

Could this week be a 10% drop and beyond for AMD. I really hate that fucking ticker and I want to buy puts

Paul_Robert_

Rip my AMD calls that I bought on Friday, thinking that I was buying the dip 😭

myboywears

Remember it’s a short week, don’t try to max out the gains: AMD 155P 9/5 and/or 9/12 NVDA 170P 9/5 and/or 9/12 AAPL 227.5P 9/5 … then flip to AAPL 240C 9/19 for Apple Event META 700P 9/5 and/or 9/12 AMZN 222.5P 9/5 HOOD 100P 9/5 Short Dow Jones to 45,000 Short Nasdaq to 22,950 - 23,000 Long gold

Wowmuchrya

No matter how retarded you are just remember there are people here that bought AMD at 185 2 weeks ago thinking it would actually go to 200. 🤡

mulletstation

AMD or HAS

ShadowCatZeroMeow

depends if you consider AMD dog shit, I have calls that expire late October

ShadowCatZeroMeow

Fucking terrified with my AMD 160 10/17 calls, fuckkkkk

dreadpiratewombat

The thing that protects nvidia right now is no credible competitor.  Intel had this for awhile then AMD started nibbling at them but it was just different flavours of the same thing.  It didn’t really go wrong for intel until they started missing on execution and ARM became a viable, and frankly superior, option.  Those considerations don’t yet exist for nvidia.

Yorokobi_to_itami

"You ever notice how AMD fans constantly talk about: “Value” “Price-to-performance” “But actually my 7900 XT is better than a 4080 if you undervolt it and use a beta driver from GitHub…” Like bro… you had to flash a modded BIOS, turn off shadows, and sacrifice a goat to Lisa Su just to match stock NVIDIA performance."

IMSLI

The veteran investor also took aim at a rising impulse towards state control under Trump. Dalio resisted calling the president’s model authoritarian or socialist, but described the mechanics bluntly: “Governments increasingly take control of what is done by central banks and businesses.” Asked about Trump’s Intel stake and export tariffs imposed on Nvidia and AMD, Dalio referred to his own concept of “the big cycle”, when during periods of great conflicts and risks countries’ leaders are more controlling of the markets and the economy. “Classically, increased wealth and value gaps lead to increased populism of the right and populism of the left and irreconcilable differences between them that can’t be resolved through the democratic process. So democracies weaken and more autocratic leadership increases as a large percentage of the population wants government leaders to get control of the system to make things work well for them.”

PaperHandsTheDip

The only semi I've been in this year is AMD, and that did well enough (ie: I made money). I'm fully out until the smoke clears on this. It very well could keep bulling, but could also faceplant. The risk in this sector is super high right now. I fully rotated into healthcare, I bought LEAPS on a few select overly beatdown companies (UNH at 240 & NVO at 51).

PaperHandsTheDip

\~40% of nvidias revenue comes from 2 companies. Suspects are META & MSFT. Zucks has been raving about AMD chips recently too (and amd's next gen are looking pretty sexy tbh) - it's why it bulled like 200%+ in the last 6 months. Nvidia has competition from every side. I am not long nvidia right now, spooky. I'm also not short it... also spooky. I'm sitting this one out (I was long AMD and took profits already)

Wowmuchrya

!banbet AMD 159.01 90h

Wowmuchrya

!banbet AMD -2% 4d

Wowmuchrya

!banbet AMD 160.01 4d

gkdjsl

I need AMD to get some random analyst upgrade this week so I can gtfo of my calls

AppropriateRefuse590

AMD is definitely a good stock that’s been making me money; I really like it.

unknownpanda121

Ya know you are right. I would much rather listen to you. The guy who asked reddit if they should hold AMD through earnings a month again over Powell.

Echojan999

AMD

No_Result_30

AMD 0 chance Dudę, baba i have no opinion and last one wth

EuryleiaAskari

Actually AMD hardware is arguably better, especially for the value. The issue is their software sucks

inetkid13

5 years are over: Nvidia had a crazy run. Tesla 3x is ok. AMD 2x, MELI 1.5x. So not the worst picks considering a lot of stocks went down in the past 5 years.

inetkid13

Nvidia had a crazy run. Tesla 3x is ok. AMD 2x, MELI 1.5x So not the worst picks considering a lot of stocks went down in the past 5 years.

erichang

Been on LNC since low $20s, NTDOY after I got out of NVDA this Jan. I had been eyeing NTDOY since $12 but need to wait till Jan because of tax. The worst I have is AMD since $40. Missed the last peak 2 years ago, but well, you can’t always win. They take up about 80% of my positions, the rest are index funds, and espp.

SiON42X

9/26 AMD calls here we ride or die

Wowmuchrya

Software has been moving inverse to big tech due to the "ai eats software" narrative. Now suddenly the narrative has switched to "ai is fake/bubble" due to wallstreet inbreds having no idea what they're talking about, so money is flowing back into things like CRM/Snow/Ddog/Adobe/MDB and out of Nvidia/Meta/AMD/AVGO.

dmbgreen

In the short term I just bought AMD at like $78 a couple months ago, it has more than double. Wondering if I should sell?

Ambitious-Profit855

I think Google is fairly valued if not undervalued. They OWN the LLM game (vertically, horizontally, probably in 5-6 dimensions). They successfully transformed their search to use AI when everyone said AI would eat their search revenue. They would be twice their valuation if they weren't THIS FUCKING BAD at doing business. They could put Microsoft and Facebook out of business within a decade. But they're like AMD.. the means are there but the management and company culture is not.

TurbodToilet

Where are the gamers? Proud AMD gamer here. As well as everyone I know. It’s not 2009 anymore

TurbodToilet

I mean if you want to talk about the CPU side AMD is doing insanely well. It’s still a very good company and an obvious hold. NVIDIA is very good but AMD is only one silicon breakthrough away from gaining even a small portion of NVIDIA’s market share.

Cold-Possibility-922

I think the real answer has to do with why NVIDIA jumps on any good news, and it’s purely AI hype. They have the entire AI chip market in a sense through their competitive advantage in CUDA. Now is probably a great time to look for AMD buying opportunities because eventually NVIDIA won’t have this domination effect.

Impact009

I knew what AMD was when I was 8 because I was using their K2 processor. Why wouldn't kids know what the largest company in the world is if they know what smaller companies are?

Primary_Audience46

I have been doing for over 2 years now. I am very conservative option trader, here is my run down for this year by months Jan '25: $3,273.00, Feb '25: $3,067.00, Mar '25: $3,325.00, Apr '25: $1,576.00, May '25: $2,466.00, Jun '25: $4,211.00, Jul '25: $2,859.00, Aug '25: $5,682.00 In April, I took several assignments such GOOGL, AMZN, AMD......,

ChairmanMeow1986

Largely agree, but I think the real question, more than trying to pick a winner(s) or even if it will end up as a dead-end technology, is really chip requirements and consumption. Whether or not Quantum computing will be viable, especially at scale, depends heavily on cost vs performance in the future. However, I think there are current front runners right now. Not my favorite for price, but IONQ seems pretty firmly established in the space. Trading at less than 7$ a year ago, a billion dollar acquisition, Patents surpassing 1k, with revenue growth focused on Hardware sales, consulting and support. At some price I don't see how they're not established in the Sector. They well integrated with Nividia's VUDA-Q platform, directly participated in NVDA's 'Quantum Day' panel, and NVDA is building a quantum computing research center in Boston that they are probably involved in (revenue support). The acquisition was Oxford Ionics (UK) scaling for a machine that can possibly do 2 million pairs and 80 thousand qubits by 2030. At least a semi realistic horizon in my view. RGTI is in a weaker position right now, but in my view a better long-term buy at it's price. If they can manage 100 Qubits by EOY, with high fidelity, using chiplets they could easily explode. Huge downside, most of their revenue has been R&D and research. My quantum preference/play (not finical advice and I am invested like this currently) is weirdly AMD, IBM and RGTI. AMD and IBM are established Firms with healthy revenue steams (so also a Semi/Chip/Tech sectors investment), they teamed up to combine tech with quantum. RGTI is trying to scale chiplets also, clear connection I hope they partner of get a mou.

Longjumping_Ad_424

I like AMD.

nleksan

First time I ever mind was in 2013 and believe it or not back then the AMD gpus were faster. 7070Ghz Ed vs GTX680. IIRC the best dollar per watt at the time was either the 7850 or the 7870 from AMD. I sure shit wish I'd thought Bitcoin was more than just "a phase" and kept track of those coins. A well, c'est la vie.

FeloniousMaximus

Am I missing something? I game with Nvidia due tondriver support and my experience with them. The mega bank I work for uses racks of AMD Epyc processors in our on prem datacenter.

slbaaron

GPU is way more core tech of current human society than you think. You think it’s a coincidence that Gaming, Crypto, AI, Computer vision / Self driving cars and stuffs all rely (or at least at one stage did) on GPU? That Everytime something fades a bit another one pops up that peaks GPU demand? It is the fundamental piece of modern compute, overtaking CPU as the core hardware that provides all the best features and software the current and foreseeable future tech has to offer. There are niche replacements like TPU or AMD, and there are future complete replacements like Quantum compute (lol) or whatever in 30 years, but GPU is not going anywhere yet and Cuda / NVDA has way larger a moat than you seem to grasp. And while we are here there’s not yet enough GPU power to go around and incremental performances still mean a lot, even if it’s just efficiency side that will save huge $$$ at these large scale centers. Yes, if AI bubble pop in a big way NVDA’s immediate prospects will drop too, probably correct in a rather significant way, but it’s not going to crash and burn by a long shot.

ImakeBADinvestmentsx

going short $GOOGL $GOOG - could be the move this week. It's a failing company. Long $AMD/ $NVDA here!

warm_fork

AMD r fuk

Remarkable-Crow-3459

AMD daily chart looking bearish

Longjumping_Ad_424

Need IONQ, SLDP, AMD, APLD to rip.

No_Lychee_7534

You probably completely missed the Amazon, Facebook, Nvidia, etc surges in stock appreciation. Everything is vapourware in the beginning. I bet you’re holding AMD still. ;)

PaperHandsTheDip

AMD would moon

PaperHandsTheDip

Meta is basically NVidia's largest customer... and they've been raving about AMD's next generation of GPU's. They're actually looking really good.

marclongtx

As needed in this market a spike in the VIX will be welcomed. The AI trade may finally be exhausted and we could possibly see some AI leaders go red ($NVDA, AMD, AVGO, etc)