AMD

StocksStormTrooper

Ai said it’s very bullish on HIMS, PLTR, AMD. Premarket: HIMS - green PLTR - green AMD - red

Bulky-Highlight-8908

Not necessarily, AMD is in quite a good position to benefit from AI. Its entirely possible that they eat some of Nvidias cake if they keep advancing, but at the current market cap it's overvalued until proven otherwise

the_nojs

I'm allin with PALANTIR and AMD. So in 2 days, im rich or broke. Thats how we do this in south.

UrOpinionIsBadBuddy

What if, and what if for once, just once, that AMD announce some crazy earnings and rocket 20% in a day, what if?

Peckartyno

No women…. What a shocker!!! On another note AMD’s Lisa Su was TIME CEO of the year…. the same year NVDA became the world’s top 3 most valuable company in the biggest success story in recent memory, lapping AMD in the process.

mks_csw

AMD and Ford puts feel like free money, knowing my luck they go 15% up. sitting this one out (no balls)

Solid_Anything128

If you tried this on AMD 6 months ago, you would be so pissed

Rocket_Robin

Full port AMD can't go tits up

AlpsNo7456

AMD puts this what ChatGPT told me! https://preview.redd.it/cs9vc173owye1.jpeg?width=2014&format=pjpg&auto=webp&s=7bed210caca2a00631b3e8a53abafd1d94e94437

Independent_Might709

AMD calls 110 strike NVO calls 75 strike try to give me a reasoning for why they wont go up, they seem super udnervalued

Win-Kind

Calls on AMD

Midnightruined

If anyone is expecting AMD to do well on earnings. Just remember they burned me last time. And I’m doing it again

aioliravioli

SPY opens at 580 PLTR 150 AMD 0

darktidelegend

My problem with AMD is the PE I just can’t do it cause of that

Responsible_Bar_3306

Nah, AMD and NVIDIA are apparently better choices.

inewbee

Bro.. tried same strategy for AMD. Complete down fall.

Chokeman

Smartphone market becomes stagnant They haven't succeeded setting a foothold in cloud computing market yet nVidia is so strong and even if nVidia struggles there are many competitors who are more capable than Qcom such as AMD to gain the marketshare I have to say no

GoogleKushforLunch

AMD

CC-5576-05

I'm not sure I follow. Qualcomm is not competing with AMD, they primarily make mobile soc. There are rumors of them developing a server chip but that's still years out Also apple switched to inhouse chips years ago and they just started using their own modem instead of Qualcomm in the 16e, but that's surely priced in.

floppy_panoos

AMD ~bagholder~ bag holder here, can say those people are doing it better than me.

JakeTappersCat

Imagine buying Palantir at 250B market cap over AMD at 140B. There are actually people doing this today. It's very sad

BiteCerta

I don’t see it dropping a lot until the fed make the announcement because we have amd, PLTR, and a couple oil companies earnings this week AMD I’m pretty sure gonna go down on earnings PLTR yeah that one I have no fucking clue it’s anyone’s guess at the moment makes as much sense as Tesla so honestly up or down it’s gonna move a lot which way who knows.

Few_Range6900

AMD and CELH too please...

jabbaji

I thought this was AMD. And was confused how he got $3 calls for this money.

GrapeFickle7482

Why the calls on AMD just curious

xconnor759

Yes for the quarter not fy’25. If they reduce fy’25 guidance (confirm the orders simply weren’t moved due to Blackwell, but canceled). If they maintain the 25bil guidance for the year, I think it’ll rocket. If not, plummet. AMD simply loses. lol

FearlessTrader

Of course 🤷‍♂️ I sold cash secured puts on AMD (at the money), that’s why we will have a red day tomorrow, just to make me feel bad about losing out on more premium…

xconnor759

AMD and SMCI earnings on Tuesday. Wonder which one will destroy more wealth.

Resident_Plum5581

I believe in AMD

Drank420

Should I panic sell my AMD and Nvidia calls at open or what

theverybigapple

AMD is going to miss

KindStranger007

Xilinx amortisation still ongoing. It skews the PE. Refer to forward PE and it will make more sense. Basically the earnings are going to paying off the Xilinx acquisition, so using PE as a measure of value doesnt work for AMD.

AngelBeatz95

!banbet AMD 115 20d

Girth-Brooks_

Now we’re expecting INTC and AMD pumping? Top is in 

cbusoh66

Clear sailing until Jun expiry, buy calls, buy memes, hell even INTC or AMD will pop this month.

Think_Commercial2658

That might be. Anyhow I am not buying before earnings. Will wait till Wednesday and if I right I will buy more AMD at discounted prices plus dirt cheap SCMI

Far_Sentence_5036

Hims calls IBKR calls both have earnings this week AMD calls SBUX puts. trading back up post results makes no sense

WendyDumpsterFire

AMD calls six times the charm 

yespleasethankyoy

AMD Puts??? 👀👀

wallst_cat

as all of you are bearish about AMD it will go up. Reverse WSB. Calls it is

Technical_Bear9439

same but AMD for me 

Technical_Bear9439

|Ticker|Earnings Date|Strategy|Justification| |:-|:-|:-|:-| |PLTR|May 5 (After Close)|Calls|Strong revenue growth and recent NATO contract.| |AMD|May 6 (After Close)|Calls|Benefiting from AI-driven semiconductor demand.| |HIMS|May 5 (Before Open)|Calls|Significant revenue growth and profitability.| |UBER|May 7 (Before Open)|Puts|Potential volatility despite strategic partnerships.| |SHOP|May 8|Calls|Resurgence with AI-enhanced retail tools.| |SOUN|May 8|Puts|History of underperformance and expected losses.| |CELH|May 6 (Before Open)|Calls|Strong revenue growth and positive market share trends.|

dimethylhyperspace

they also release on the same day as AMD and Arista.. So if one or two hit, while one misses, it may confuse and chop the market. But if all three hit or miss, the resulting move in SMH/SOX could easily be a 15 point move.

KTVX94

AMD is a company that does well but stonks still go down somehow. It could be a long-term play or just copium, take your pick.

ElectricalGene6146

Yeah but what if Meta or Microsoft put in a massive order? You can’t say short AMD while Intel keeps shitting the bed and companies are also diversifying from Nvidia.

im_a_squishy_ai

It's not just the hardware, it's the fact that so many of the models rely heavily on CUDA and AMD has not managed to replicate *both* the software and hardware side in the same way as Nvidia. That's seeing some efforts and changing, but until then, AMD will continue to play second fiddle. Although it is a very good company

yushey__

Got 450 AMD shares at 130 avg. please pop

fuglysc

Lol...people that think AMD can possibly triple from where it is now in the span of 5 years are the ones that need a reality check AMD is currently at the same levels it was 4 years ago...meanwhile, there have been more than a handful of other tech stocks that have easily outperformed AMD in the same time If AMD can triple within 5 years...considering past history, other tech stocks would probably quintuple in the same time...because there isn't a more disappointing stock than AMD...there's a reason why it has the nickname 'Advanced Money Destroyer' on WSB

meikawaii

She’s needs to put on a leather jacket and talk about the “future”, where AMD AI will overtake Nvidia, control all future Tesla and whatever future AI self driving BS tech. sure it might all be fake and hopium but boom AMD stock will shoot up to $500

WTFhairyRabbit

AMD, 🤣

SwitchOrganic

> And you can't build AI model without high end AMD CPU. This is incorrect, you can easily build AI models without AMD CPUs. Models are trained using GPUs, not CPUs. Training with CPUs is very inefficient which is why you see companies buying GPUs or GPU clusters in bulk.

l0wryda

if i would have, id still be dead. nvda ended up gaining so much early 2024 there’s no way i could have saved it. what i ended up doing was getting assigned at 600 and buying back in immediately after assignment at 680. my only problem is i only bought back in with half the money, and the other half i used on advanced money destroy (AMD). if i would have just bought back nvda completely i would have about 600k in nvda right now.

catmommy1

This is peak wsb. You say the market and he says "depends what shit you buy" he thinks perhaps you're talking about the bitcoin market???? 🤔🤔 Then another person says "AMD" . I'm here for it. 🤣🤣🤣🤣

hv876

Some of y’all have Stockholm syndrome with AMD and it shows.

Radiant-Leg-4441

If AMD dumps before earnings I’m probably going to buy calls. If AMD rallies into earnings I’m probably gonna buy puts

RampantPrototyping

As a long time AMD holder, it will crash even if it triple beats. Lisa will give vague guidance (understandably) and traders will dump it on that alone

Alwaysnthered

dont say that you'll make AMD crash!!!

Technical_Pin8335

AMD going to OTC penny stocks. I only got 10 shares and down 40%. Thanx don

comps226

That was already priced in as AMD confirmed they'd take a 800m hit Guidance most important

fuglysc

Lol...in the QE environment we have been in, AMD getting to 250 in 5 years time would actually be a horrendous return

XYHopGuy

>And you can't build AI model without high end AMD CPU. Most don't use AMD CPUs. CPU is not a very important piece of ML hardware. >30%+ GPU market share How TF you get this number. Revenue don't lie. Gaming rev alone is 25% of NV. And this number is dominated by consoles for AMD. Datacenter segment looks much worse (and is dominated by CPU for AMD)

Danimalchen

Bag holders and bulls will say whatever they want. The truth is in 5-10 years this is not unrealistic. AI will only go up from here and AMD is a leader CPUs and AMD will always carry a premium over other CPU manufacturers

deadlyclavv

Great a bullish post, AMD is cooked now

fuglysc

Lol..."AMD should be at least 250-300" is one of the funniest things I've ever read on WSB

DrummerCompetitive20

AMD is down so much it's hard to see it crash further

wumr125

I'm holding heavy bags of that PoS stock Nvida hasn't even tried or wanted to produce video cards for gamers for **years** now and the Accredited Mega Dummies can't even seaze an abandoned market All my homies hate AMD

SleeplessShinigami

Yeah short it AMD been tanking for some time

pojosamaneo

AMD is NVDA before NVDA came up with their mega valuable product. So they are not really alike now. Competing with Intel is child's play.

Mrvonblogger

Also Playstation 6 will have AMD chips to be backwards compatible with the PlayStation eco system! Calls

wrecklord0

Aw shit, here we go again... AMD has an operating margin of 26%. The gaap figures are not representative of the business' performance. That said, that's still way below nvidia, obviously. Nvidia can literally sell their chips at any price.

econ_dude_

I mean, cool stats, but at the end of the day, operating margin trump's all. AMD has an operating margin of 11% for FY24, and that is a god damn great number. Well done, Lisa. She is one of the reasons I have had AMD in my portfolio since 2016. All that said, Nvidia is a competitor. Go look up Nvidia's operating margin for 2024 and let me know what you find. It also helps people understand operating margin and the significance behind it. I still shit bricks when I see that figure.

No-Detective5439

With AMD in my experience is if they just do the same over and over again they just gonna go stocks is going to be down and at the moment they just doing that so definitely down.

Budget-Ocelots

AMD should be at least 250-300. They have a duopoly in CPU/Server, Intel, and GPU, NVIDIA. Intel is starting to get into GPU, NVIDIA is trying to break into the CPU/Server space with its ARM chip. AMD already achieved both sides, and 40%+ for CPU and 30%+ GPU market share aren't bad for two sectors. This is the most beat up and irrational stock ever. Even though, within 3-5 years, AMD will overtake the CPU/Server % from Intel. And you can't build AI model without high end AMD CPU.

CatsalsoCookies

Too difficult to make up my mind, but this mind be one of those rare occasions where calls actually make money on AMD They aren't really that impacted by tariffs right? Guidance might be better than expected

Prestigious_Chard_90

If memory serves me right, last AMD earnings, when AMD dropped, NVDA dropped slightly. But then AMD said something to the effect of "our data center business lost market share" - so by extrapolation, NVDA took some of that and the stock proceeded upwards.

Kitchen_Bicycle4339

AMD earnings are like dating a 10 with red flags. you know it's risky, but you’re still going in. 😅

wfd

Their chips are built in Taiwan by TSMC. So any tariff from China against US has no impact on AMD.

Historical_Cover8133

AMD is one of those stocks that might go parabolic one day - but it’s not there yet. There’s a lot of promising stuff in the pipeline, though. I reckon it’ll take a bit more punishment before it finally bottoms - which is probably why you should buy calls.

Baymax702

P.S. While all my friends post education were going to bars, picking up chicks, etc. I was busy using all of my young energy to create a successful business, working, and lots of CE, and my first investment was AMD when it was ~$2/share in 2009. Many of these friends fell off, but now they are working and barely enjoy their time. I work to make more time.

tempacc_nit

Will AMD do on monday what it does best?

Chocobops

*AMD enters the chat*

Supreme_Regard

Remember when AMD was around $200 

CommanderLeona

$MAR puts --> $AMD puts --> $AXON calls --> $TTD calls

Such_Coin

She's a 10 but has AMD calls.

clockwork5ive

There was a point in time when I thought my $125 cost basis on AMD was a good value.

Particular_Sector_28

AMD will be reversing around the 16th of may

wallst_cat

burns money better than AMD

GoogleKushforLunch

AMD 

Think_Commercial2658

Earning is in Tuesday after market close. I do believe that they will drop as a rock after. SMCI I almost sure, AMD less. Wednesday buy stocks.

CommanderLeona

$MAR puts --> $AMD puts --> $BROS calls --> $TTD calls Track record of success: right on QCOM/GEHC last week, very fucking wrong on Duolingo 

CommanderLeona

Trying to decide between that and AMD puts, might split between both tbh

ECHuSTLe

Dude I’m up over 20% in Less than a month on AMD, SHOP, RDDT and 12% on VOO. I love panic and fear.

Think_Commercial2658

SMCI and AMD in Wednesday

Familiar_Employ_5413

I've never bought an Intel processor. Lol They're like chevy, I used to love chevy.. in the 90's.  AMD simply has better processors. It's why they're in the ps5, you don't realize the difference until you use it like going back to 480p on a 65". Wow was TV this low quality?   I'd buy intel, but only if it were way cheaper, and it's not. 

Wolfy-1993

Don't underestimate how shit ROCM is vs CUDA. It's a shame because they make solid hardware. Their software has always been shit for gaming, and for AI they're still soo far behind. For reference, I own a 7900XT, I'm not anti-AMD. Just too poor to justify the Nvidia equivalent

Accomplished-You-292

AMD earnings might beat expectations by 50%, up 10% AH then drop -3% at open.

korbs23

Now do AMD 

Ok_Cry7572

With MSFT's and AMZN's cloud revenue rising significantly we can infer that AMD is going to do well on Tuesday. AZURE revenue grew 33% while AWS grew 17% YOY. AMD should have a strong quarter, and with the stock under-valued we should see some nice upside. My only reservation is Q2 guidance. My belief is that the early release of the MI350 chips due to customer demand possibly slowed sales of the MI325 chips with customers willing to wait for the MI350. That was why it appeared according to WS that amd AI chips didn’t gain enough traction in 1H 2025 and led them to question overall adoption of amd AI chips. What puzzled me is that if I had this theory, why didn’t any analyst at least ask Lisa about it on the last ER? Did they not think of this or did they and it just gave them an excuse to pound on amd to lower the pps? That could result in a lower than expected guide for Q2 but a big up guide for Q3. Amd must have stolen more business from intel in Q1 and probably going forward in Q2 as well. It looks like WS is already expecting a sequential rev decline for Q2 from what I can see so I don’t know what they may have cooked up. Interested in hearing what you think of all this.

Ok_Cry7572

With MSFT's and AMZN's cloud revenue rising significantly we can infer that AMD is going to do well on Tuesday. AZURE revenue grew 33% while AWS grew 17% YOY. AMD should have a strong quarter, and with the stock under-valued we should see some nice upside. My only reservation is Q2 guidance. My belief is that the early release of the MI350 chips due to customer demand possibly slowed sales of the MI325 chips with customers willing to wait for the MI350. That was why it appeared according to WS that amd AI chips didn’t gain enough traction in 1H 2025 and led them to question overall adoption of amd AI chips. What puzzled me is that if I had this theory, why didn’t any analyst at least ask Lisa about it on the last ER? Did they not think of this or did they and it just gave them an excuse to pound on amd to lower the pps? That could result in a lower than expected guide for Q2 but a big up guide for Q3. Amd must have stolen more business from intel in Q1 and probably going forward in Q2 as well. It looks like WS is already expecting a sequential rev decline for Q2 from what I can see so I don’t know what they may have cooked up. Interested in hearing what you think of all this.

Kickboy21

RIVN puts and AMD calls