AMD

Financial_Memory5183

Nov 2021, amd hits 164.00 on AMD epyc rome annoucnement and meta buying amd cpus. Stock begins a slide in January from 164 to 53 within 1 year. My 560K portfolio gets destroyed leaving me with a hefty tax bill to the irs.

Vegeta9001

If Nvidia has all this proprietary tech going on, like DLSS, NVENC, RTX, CUDA, stuff like that... what's stopping them from facing some anti-trust lawsuit at some point? Calls on AMD

futureisours

AMD

Souldestroyer_Reborn

Intel will never fold, for the same reason that AMD never folded. Can’t have a monopoly on the CPU x86 market, otherwise the survivor gets split up. It’s in neither AMD nor Intels interest for them to go under. The game is figuring out where their bottom is and holding on for dear life till they rebound bigly.

Souldestroyer_Reborn

Intel is reaping what they sow. They sat on their hands for years, pushing out minor upgrades, whilst charging more and more for easy money. YoY profits, was all that mattered. Then, when AMD finally got their act together, they had nothing because they had literally stagnated for over a decade. Hell fucking mend them.

davewritescode

The leaked Ryzen benchmarks are what catalyzed my decision to throw money at AMD

Anxious_Comparison77

I should rephrase, policy was the wrong word, their actions. Intentionally using subpar glass so the screens would break when a solution already existed and was in use by other companies. Putting a paywall in front of customers and companies with the app store. See the Epic court case which Apple lost. They were out right ripping you off. They kicked started the hardware changes so you can't do routine repairs your self like swap out a dead battery. They were caught introducing bottlenecks via software updates to degrade product performance to encourage unnecessary buying of their products. I understand companies pull crap, But sheesh, just give the people what they are paying for. AMD/Samsung/Nvidia don't engage in this that I know of, Sure Nvidia pricing is robbery for retail. But the products generally do work and are not being sabotaged.

mark_mt

His time frame is pretty short.... so for busy people.. it's hard to make it work. My strategy is similar... when a large establish company like AMD is -40+% from it's peak, I would start buying in... yes Ist times I have more than 1.5m in 2 yrs out Call options... did this for the last 10 years and returns had been very sweet. The trick is in discipline and not chasing or getting in too much too early. The idea is to be 95% in near the bottom (within 20% of the lows)... and from there on , sit, take a walk in the park... enjoy the flowers and the bees .. come back in 6 mths .. it's almost certainly be much higher ... Don't argue .... look at Microsoft or AMD, ANET, SMCI charts over the last 6 mths and look at what the cost of Jan 2027 Call Options that are 50% higher than their price at that time... and look at what the cost right now... at least 2x to 3x within about 3 mths. Bought 350 contracts of AMD 275 strike at 6.25 when it was not even at the low (~$4) and it's as high as $25 since. look at Microsoft too... Latest... started looking at health insurers yesterday... whole sector is down 20% to 60% , nibbled on CNC and HUM Jan 2027 yesterday... hopefully bottom is 20% from here and by then I hope to have lined up a couple of hundred contracts. These are multi $100B+ revenue companies... in an area that will not go out of fashion. They'll figure it out... raise prices 🥴

NoApartheidOnMars

It's been 25 years of fuck ups, starting with the Itanium bombing in the marketplace and AMD defining the x86 platform's 64 bit instructions set. Time to wake up.

anthro28

Look for them to announce they've hired Jim Keller to design their new CPUs. That's when AMD turned it around. 

anthro28

I wrote my graduate thesis on AMD getting ready to breakout, right when the ryzen rumors started.  Tons of research and I nailed it. Too bad I didn't believe myself and never out in a single penny. 

Not_FinancialAdvice

> On the other hand I’m shocked AMD survived their long years in the wilderness. They didn’t have an answer to any Intel chip during the reign of Core 2. And have been playing second fiddle to Nvidia essentially forever with Nvidia capturing developer mindshare. But here they are, back from the dead. I owe their success to Jim Keller. https://en.wikipedia.org/wiki/Jim_Keller_%28engineer%29

Phaoryx

Long term, stocks go up ultimately. I’m personally heavy invested in big tech names, with AMD as my largest position as I think they have the most growth upside in the next 6-18 months. But yeah, I think this technological revolution is a real thing, AI is here to stay and we’re just at the surface, so barring WW3 or Trump actually tanking the economy, long term these companies are stronger than they’ve ever been and will only get stronger. I can give more specifics if you want, but my holdings are AMD GOOG AMZN META MSFT NVDA ETH ASML UBER

Anxious_Comparison77

Actually they have, They have lost a lot of market share, They been in decline as AMD has been growing. You can see it in the monthly/annual revenue statements of both companies.

ShadowCatZeroMeow

Bruh I was thinking the same shit. Why keep releasing all this FUD? Granted my Intel position is 1/10th of my AMD position and my cost basis is $20.

Wall_of_Wolfstreet69

'4 core CPUs is all that retail customers would ever want' fuck Intel. So glad AMD kicked their asses

Splurch

AMD survived because of the Playstation/xBox contracts.

ContactIcy3963

Yeah I sold my AMD for a 3x gain in 2016 and missed the 80-100x gain during covid. Only way you wouldn’t sell either is if you forgot your password, which is my new investment tactic

Aomix

Core 2 ruined Intel, they got everything so right that they owned the desktop/server market for a decade while it felt like they were phoning in generational improvements on the tick-tock cycle. Meanwhile they spun their wheels on modems, mobile, and gpus and have basically nothing to show for it. On the other hand I’m shocked AMD survived their long years in the wilderness. They didn’t have an answer to any Intel chip during the reign of Core 2. And have been playing second fiddle to Nvidia essentially forever with Nvidia capturing developer mindshare. But here they are, back from the dead.

ElectricalSystem1761

AMD and possibly AUR innovations

meteorprime

The best part is when they changed the name of the chips so now they don’t have any recognition there at all. I know why they did it: people have been selling old i7s forever and they wanted to make sure that people understood anything with an “i” was now old. The problem is they did it the exact same time people started considering switching AMD. So now when people go to the store instead of familiar, Intel versus unfamiliar AMD they have unfamiliar AMD versus unfamiliar INTEL Everyone keeps saying how great AMD is so they walk out the door with one of those.

Baffled04

It’s just like sports. Teams rebuild and become competitive again. I am going to buy this dip to exercise my sins as an early 20 year old not having the balls/money to buy $2 AMD.

Next-Problem728

Maybe AMD will buy them out…what a tragic ending to a fairytale story of a company that would be.

davewritescode

I wish I had more, I threw only a few thousand at AMD @ 4 something a share and didn’t hold all of it the whole way but I netted over $100k between what I sold and what I still have. I was saving to buy a home at the time so I didn’t have as much to throw around.

ThisKarmaLimitSucks

AMD's a really well-run business, their stock just doesn't always behave like it. In the long run, they're a good horse to bet on. NVidia has been a fantastically well run business as well... they were the brass ring job for digital design engineers even before this AI shit blow up, so they've been accumulating talent for a long time, and Jenson is a killer. But I just don't know if I'd buy in now at a $4T valuation. Good company, but Jesus Christ. The one semi company I really, really like is TSMC. They will have a 2 year lead on Intel and Samsung, for at least the next 5 years. They have the leading-edge logic market cornered and no one can touch them.

Stamperdoodle1

I finally sold last week, Intel was one of those companies I felt were too good to not pivot and get their act together. However upon further reflection - the company engaged in the most traditional corporate venture of "make a fantastic product 15 years ago. Then kind of just... milk it?" Their hubris was thinking that their colossal success with quad core processors would translate to perpetual free money, And now AMD and Nvidia are clowning on them and Intel are so far behind, There is no way to recover. Would not surprise me if Intel file for bankruptcy within the next 5-8 years.

maxiums

I mean they dug their own whole. Instead on innovating like AMD they thought they were the top dog and charging high prices. Not to mention the bullshit they did with the x86 clr and compilers to make their competitors chips benchmark worse.

Ok_Muscle_3773

Of course Kim Jong un would have done much better, he would have proliferated Intel's chip fabs in adherence to Juche, and he would have had people spray XV in Lisa Su's face at an airport before she had a chance to turn AMD around.

davewritescode

The writing was on the wall 13 years ago which is why I made a fuck-ton of money on AMD when I bought it 2012. Even before them was hints, being beaten to 64bit x86 and the failure of itanium were both big indicators that intel lost its innovative edge.

Lostmymindandmoney

The incompetence of intel executives is insane. They should be bigger and better than AMD but AMD blew their back out. In the early 2010s intels CPU’s were far superior than AMD’s and they somehow completely fucked everything up

Risley

What chip maker is worth a damn? AMD? Nvidia isn’t used for CPUs.  

IDreamtIwokeUp

>what would be a efficient way to get an overview of companies who have a low stock price or a recent significant dip. The big dips usually happen during and after earnings season (which is now!). If a company reports disappointing guidance, their stock will fall sharply. But honestly...buying the dip IMO is overrated...and buying the breakout works better. Often buying the dip is like catching a falling knife...the stock usually continues to fall. Instead you often want to buy breakout stocks. What happens after earnings day is that the price momentum will usually continue for another month. eg Adobe dropped after their earnings day...but continue to drop for the next month. On the flip side AMD rose after their earnings day and kept rising the next few months. This is known as PEAD (Post-Earnings-Announcement Drift). Generally speaking you DO NOT want to buy the drop, but you do want to buy the bump even though that seems counter intuitive and it seems like you're losing money as the stock was just lower. If you don't believe me...go to a good screener that shows earnings days a chart. Finviz does this well...here is GE: [https://finviz.com/quote.ashx?t=GE&ty=c&ta=1&p=d](https://finviz.com/quote.ashx?t=GE&ty=c&ta=1&p=d) You can clearly see PEAD and why it is so important.

TheBlackSheepTrader

Chat GPT gives solid shit advice when it comes to stock picks. If you're wanting to look into some good long term holds that are going to go up check out ELF and AMD. ELF has had a recent dip and a decent buy opportunity currently.

HudyBudyFudyWhudy

A buddy of mine made a lot of money with AMD around 2017 and I bought both AMD and Nvidia. I have a lot of other stocks yes.

andytobbles

Bitcoin ain’t even phased by this, nothingburger confirmed. Worst case my MSTR calls hedge against my AMD

alexmark002

LOL, still don't want to admit that google is failing. Yes, they won't go under, but its hard to shine again.Search is over, barely anyone would search after 1-2 year, I almost never used search engine this year. Browser also getting chanlleged. Yes youtube is a bright spot, but remember its the search engine helped youtube alot too to rank their videos higher than the compeititors. Search(ads) is their core business. google in 1-2 yrs will come down to yahoo's level, maybe a little bit better. Google's AI is awful, so many restriction than other AI. Many topics under their guildances, can't generate responses, guess they censor alot. There are many other stocks are better than google - Amazon, NVDA, AMD, HOOD, MSFT...

Working-Math-9610

AMD !!

PhgAH

I was on this sub since AMD launched the Ryzen 1 and stock price was like $3, everyone was praising Sue bae.

SecondSt4ge

July 10th 2025 Robinhood securities has sent you mail: “SELL MOTHERFUCKER!! ARE YOU READING THIS? AMD IS DIPPING!!”

Humble_Ladder

Yep, if you've got your surplus invested, that decision didn't cost me $500. It cost me 50 shares of AMD when it was $10/share. My wife habit of making dumb, expensive decisions after I tried to convince her not to, and have to dip into brokerage to solve is easily into 6-figures by now with that accounting method.

andytobbles

One company does not make up a bubble, NVDA is an absolute powerhouse with no direct competitors right now. When competition comes forward which in my opinion will be AMD, you’ll see NVDA pull back. TSLA has been retarded for the last 10 years and will probably be 10 years from now as well. That doesn’t mean shit.

PowerPeg

It would have been a fabulous idea 10 years ago...5 years ago...even 1 year ago. But I don't know how they can sustain the momentum with expectations around the company being so high for so long. When some other company comes along and shadow drops that 4th dimensional quantum chip for whatever the next big thing is, does NVDA turn into an AMD? Maybe an Intel? I dunno.

ElectricalGene6146

I use TPUs and AMD and I work in AI. Do with that what you will.

PseudoTsunami

Almost all of them if they have customers, products/services or assets. Digital>Compaq>HP, Amdahl>Fujitsu, Borland>Micro Focus>HP, Mentor>Siemens, Xilinx>AMD. Some like Sperry+Burroughs=Unisys is surprisingly still around.

shitlord_god

UDNA is AMD's answer to nvlink, it is pretty comparable.

AlpsOrganic8592

Lost 20% of my port chasing a put on AMD. I disrespected my rules and let the emotions take over. Made 3.5k Monday-Thursday lost 4.5k in 45 minutes. A very expensive learning lesson but I’m grateful god gave it to me. Respecting my rules from here on out. Slow and steady.

_Rexfest_

Before I get banned with my AMD 150, I’m betting BA 240 by Monday morning

AfraidAnalyst

It sickens me to think when I was low in the military I put money into stocks. Had AMD under $10, a shit ton of nvidia under $1, held BTC, held ETH, all under $100. Sold everything for small potatoes for beer money. 15 years later I’d be on a yacht

Acceptable_Bed_6033

I’m also holding AMD $140 puts for August 1st but those are just to hedge

Pink_Squadron_Medic

AMD couldn't close above $9? Fuck

arg_max

No, AMD isn't even close. Small-medium model inference they might get closer. Those are relatively simple systems where you run a model on at most 8 GPUs at a time. But for training you have to connect thousands of GPUs. Nvidia has something called nvlink which allows these GPUs to talk to each other directly which is super important since you have to sync computation results from all GPUs at every step. Amd doesn't even have anything that compares to that. Also, Nvidia is just stable. When you pay AI scientist wages you don't want them to deal with crashing runs, debugging cryptic driver errors, numerical issues or weird slowdowns. This isn't only about hardware. Even if amd had the hardware to compare to Nvidia, they would be years away from Nvidias Eco system. I'd love AMD to catch up, but for professional training it's not gonna happen.

XxSoulReaper03xX

I want to do this with big stocks like AMD or NVDA or TSLA. I will ofcourse watch the news and skip the weeks it might have some volatility.

Spear_n_Magic_Helmet

my AMD shares live to get called away another week, really edged 147 all day

Beneficial-Ferret479

As a very long term investor (since the Athlon days) AMD has been a huge giver more me. Especially when Lisa Su took over. I believe there will even more long term gains. Their AI chips have been gaining a lot of intention. They can share the pie with NVDA.

zhouyu24

AMD stands for advanced money doubler

Pink_Squadron_Medic

AMD please

StuartMcNight

Did you just repost a 3 months old post? AMD is back at $146 as we speak.

caffeinejolt

I've been long AMD since $11 and continue to hold (but have questioned that decision many times). If I had to decide today between selling or buying more AMD shares - I would buy more. I closely follow their progress.

acadia11

AMD is no where close to being a competitor to NVDA in terms of GPUs, that’s not the space they play, … NVDa owns 92% of the GPU market … AMD instict GPUs for data centers are competitive with H100s they aren’t a real competitor to NVDA so far, AMDs power is in general compute in the stat center space where they have supplanted Intel.

lurker165473

Now that Robinhood liquidated my AMD 147c 0dtes AMD will moon🚀🚀

skilliard7

> The competitive pressures are overdone IMO, the Deepseek thing was a total farce. It was partly a lie as to what went into Deepseek (more NVDIA chips than officially reported) and secondly the demand for lower-end in the AI space just isn't there. Deepseek is not their competitor I'm referring to. Deepseek is a customer, not a competitor. I'm referring to Amazon, AMD, Microsoft, and possibly others if they decide to lease out their custom chips. >It is all about maximum performance and integration into workflows, none of which a low-end model from China satisfies. If you are making something AI in defence, you better believe an NVIDIA chip will power that thing. Obviously for certain niches like defense there will be a premium paid for performance, but for the majority of AI workloads, performance is not a major concern. Memory and cost will be a much bigger concern.

Habenuta

i only have less than 10% of my net worth in stocks. i bought AMD stocks but am now considering selling stock and buying more calls to have a higher exposure, considering that most of my money is kinda locked in real estate. Thinking about long expiry like 2028+ since i dont like the current volatility of the market for short expiring calls. My only issue is i have little experience with calls, i used eToro for a few years and only used the leveraged stock trading there, not buying options. Is there anything im missing? Would buy strike targets of around 155-170 with expiry 2028, anything that would speak against that, that i might miss being used to leveraged trading? already informed myself obviously and had some chat with GPT, seems like this is the way for me to go, with wanting higher exposure than stocks but not wanting to get knocked out due to some stupid twitters etc =) if anyone with experience would care to write his 2cents id appreciate it a lot. cheers

shitlord_god

I'm not an expert There is some evidence that AMD is making some move on CUDA with ROCm. Folks are starting to build software to move lots of the CUDA workload over to AMD - we are really close to AMD being able to deployed for these large training and inferencing workloads at scale. AMD has an edge on price if the compute is equivalent in the same way it has matched up in other forms of compute. I also am inclined to think the UDNA architecture has a lot of gas in it, even though nvda are pushing out a new architecture, what - every two years? Maxwell, kepler, pascal, ada, blackwell, no idea what H was? If folks start learning to code with ROCm instead of CUDA we might have a horse race.

Aware-Welder50

Here is a nice summary about AMD: [https://whatwassaid.co.uk/Finance/#narrativeIntelligenceView/AMD](https://whatwassaid.co.uk/Finance/#narrativeIntelligenceView/AMD)

java_brogrammer

Not really, AMD was the money destroyer. UNH is just trading sideways until further notice.

nvwls4

Looks like there’s still hope for AMD

Iknowyougotsole

AMD you have my attention

HudyBudyFudyWhudy

If AMD does double, I’ll be making another post about making $1m on AMD as well

HudyBudyFudyWhudy

I bought AMD at the same time I bought Nvidia 😂

Liquidsnake959

Cmon AMD you bastard 

Elons-Musky-Balls

AMD just cruzin along

elgrandorado

I remember when AMD stood for Advanced Money Destroyer. I feel betrayed by this moniker.

Charming_Squirrel_13

I'm not used to AMD being Advanced Money Distributor lately. I think many of us are traumatized holding this stock, but I'm not selling. I hope I'm not about to learn my lesson again with this stock lol

gopoohgo

AMD! Advanced Money Destroyer no longer! (yeah, I jinxed it and am fucked)

RepairmanJack2025

AMD is unstoppable. Absolute beast. See you at $200.

Familiar_Power_9220

I had the same thesis except I bought AMD @ 75 because Intel CPUs were clearly shit. If only I thought about the GPUs…

PandAlex

A day where GOOG and AMD are green while SPY is red. I’m pretty sure that’s a sign of the apocalypse

TurbodToilet

Thanks AMD

gkdjsl

Feel free to FOMO into AMD, see you at $170+ EOY

nickymoneybags

36k OI on AMD $140 calls expiring next week, we can’t seriously think that the MM are gonna pay that out right?

workthatcrass

AMD 🚀

ToFat4Fun

I've been buying AMD since 2022. Rode it up to 220 and down to 70s early this year. Am I glad I just kept buying monthly throughout all of it. (and I did sell some at 160s to lock in same gains, though).

TurbodToilet

Is anyone else watching this AMD chart today? This shit is actually regarded. They got HODOR holding the door at 145.67

zorro---

Xilinx was bought by AMD

TurbodToilet

Need a god candle on AMD at this point. Never breaking 146

eggrally

Now buy AMD.

CEOofBeanz

Rotation from NVDA to AMD is crazy work

Mark03_

!banbet AMD 150 7d

se_N_es

AMD exponential growth of datacenter business as a viable alternative to NVDA. Software has been the biggest struggle, but their software is catching up to CUDA moat. Those who say otherwise are just nvda shills who haven't tried ROCm recently. Early stages of inference, likely to boon in a couple years. Good entry here into 2027 and beyond.

JakeTappersCat

The only even remotely reasonably priced stocks in the whole market are AMD and HIMS. Everything else is on the moon

sgtfuzzytits

I did the same thing with AMD when I bought it at $3.00.

East_Coast_Refugee

They face far bigger headwinds. \- AI bubble burst \- AMD and Intel catching up \- Driver issues becoming increasingly common. \- Greed. CUDA will not reign supreme much longer, especially as UDNA launches next year ROCm is on the come up.

TurbodToilet

They are holding AMD down so hard

TurbodToilet

For gods sake AMD

nickymoneybags

Double top on AMD

ElonFatherLisaMother

This OpenAI AMD collaboration going to feed generations

chainerection

Who the fuk keeps selling AMD

Kelly_the_dude

AMD bought Xilinx

thehopeofcali

I project AMD to double easily in market cap, not sure about more upside, there are smaller AI-related companies that are accelerating revenue growth rates, akin to a Datadog getting added to the S&P 500

system60

Congrats Nvidia was my first ever stock purchase (back in 2016). Only regret is (A) it doubled ($3X to $6X) from when I decided to start investing and actually did (B) Being weary to invest more as it was all new to me. My decision back then was similar, coworker that got me to start investing said (besides ETFs) invest in something your into, and I was a PC gamer at the time so I bought Nvidia and AMD.