Reddit Posts
So are we all just gambling on AMD tomorrow
Price jacked up after hours crashes during trading pattern?
What are we thinking about AMD for eerrrrmingsss
Looking to to all in but which one is a "safer" play. AMD vs Msft
AMD's new powerhouse cpu ZEN 5 is about turn heads... leaked specs and launch date...
AMD will trade at this level....yeah, i know it sounds a mad Bear the Perma
AMD- earnings tomorrow 01/30. Is it breaking upwards on this channel?
Elon just informally announced he would buy AMD chips for Tesla's dojo supercomputer
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Who’s ready to burn their life savings this week
AMD - 200 or bust? What 1-30-2024 to watch for...
Which stocks should I consider investing in?
Any advice on what to YOLO on this week?
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
AMD's new MI300x vs the field, plus future projections.
GOOGL April 19'24 $170 Calls - Up 100%... Thoughts?
Strangely the US wants to Intel to succeed but their price does not look that way
Who’s buying MSFT & AMD calls for earnings?
Should I sell my long AMD calls before earnings?
Intel stock sinks as early 2024 outlook comes up short
Intel vs AMD; CPU 3D Cache physics theory
AMD- testing weekly regression with strong greens recently.
I'm the $2k to $50k Options Account Challenge Guy and I Have Some Gains to Share From My Larger Account
I believe them puts on NVDA and AMD I guess?
KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI
Any reason why I shouldn’t invest in TSM given its current price?
Is anyone else breaking out the popcorn to watch AMD stock on a daily basis?
Just buy SEMI/AI and ride the hype. The roller coaster will end soon but for now it’s green day’s ahead.
One of my AMD calls that I haven't sold yet
$12k AMD gain 🔥 by Taking over "Update 2: It's either several million or..." from u/ThrowAwayhfhdjhxnjd
Bullish on $AMD (Long-term)
My recent AMD vs INTC insight + 69% in 2 days
Part two- been practicing option trading (80 % success rate)
$2K to $50K in 90 Days - Options Trading Challenge (Day 2 +$519.03 Net Realized)
PART 2 Been practicing option trading for a year
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
AMD: All My Dinero. It's either Dinner or no Dinner
$ADM falls 16% as investors suddenly realize they made a typo while trying to buy $AMD
Mentions
I'm hoping AMD's CEO Lisa Su meeting with Samsung's CEO Jay Lee will produce positive results regarding a fruitful memory chip deal for AMD.
Seems pretty selective to one’s own agenda when you have companies like: ASTS, RKLB, Tesla, OKLO, PLTR, AMD, ORCL, shall I go on?
lol except none of these companies besides (maybe?) google are even remotely close, including AMD. Hence why AMD has to give equity away to secure deals 1/10th the size of Nvidias. Meta? Just signed a multi generation dollar deal with Nvidia, after being rumored to come out with their own. xAI gave up on their own chips. It’s just not a threat in the immediate future, and Groq acquisition makes it even less likely.
Controversial, but, listen to the hype. I could have made a killing on Nvidia, Palantir, Tesla, AMD, Gold, Rolls-Royce and many others. I would always take a look, and see that they've already gone up massively, and be disappointed I didn't know about it earlier when it was 10x cheaper six months prior. If I'd just bought a small amount of each stock when I first realised they were a big deal, I'd have done really well overall. I've since tried doing that, and of course, some have lost money, so always make **SMALL** bets with individual stocks, but the truth is investing isn't rocket science, and people who find great companies with great potential are often quite generous in sharing it.
that's pretty cool! intel and nvidia teaming up could be a game changer for AI workloads. i mean, the demand for real-time inference is only gonna keep skyrocketing, right? curious how this impacts their stock prices. do you think this partnership puts them ahead of AMD in the AI race?
Is AMD a real company with a product and earnings? Is the CEO still busy skating at the Olympics?
opening 20k on AMD and 20k on ICE, lets see how it goes
Delist AMD and I promise I won’t come back to the casino 🥺
Didn't realize AMD was below 200 lol
I'm using 5800x3d as cpu, in games in 4k it gives me the same performance most of the time as 9800x3d. I'm GPU locked. If we will get another competitor against Intel and AMD on this field - it's good.
Nviidia barely up, AMD rocket.. makes sense
> Huang predicted the need for accelerated computing decades ago and built a company ready to take advantage of it when it happens - and it did. Yeah, the 8800GTX came out in 2006. It got roasted because it gave up die area to the concept of general compute while AMD focused on graphics and excelled.
Max pain is at 195 for AMD on friday.
AI helpfully telling me that AMD is down 6.7% in the past month
> Do you think all the users paying more and more money are just going to be like nah, this isnt actually for me anymore? Not the users, but their shareholders. Hyperscalers are not making anywhere close to 1T in FCF, so this has to come from debt, and they con only shove so much of it into SPVs off their balance sheet before people start worrying. Unless they start making money out of AI, of course, but this has yet to happen. Beside this, while I think that > demand for AI will vanish overnight I think NVDA growth can slow down also for other reasons, like competition from AMD, TPUs, Trainium, Cerebras... NVDA had a monopoly because if you were developing software, it was not worth it to make your own chips. The hardware costs were much lower than salaries. If instead hardware is the bulk of your costs, and you a trillion dollar company, you are quite happy to make your own chip. The only thing holding these competitors back is that NVDA has preordered most of TSMC's capacity for the coming two years. However now we see orders overflowing into Samsung and Intel. Lack of backlog was the main thing holding them back from doing their CapEx and bringing up capacity... As a final point, I don't trust NVDA's numbers anyway. NVDA, under Huang, was ruled guilty of prebooking revenue during the dotcom bubble, in order to meet guidance and mislead investors. I see no reason why they wouldn't do it again.
Makes sense for why it always disappoints like AMD.
You have no fucking idea. MU, NBIS, COHR, AMZN, AMD.
AMD released its annual voluntary report this week stating their revenue is "Whatever NVDA says plus one" They also stamped it and said no eraseys, according to top analysts at Goldman
futures down in the morning buying AMD and TTWO Futures up, no idea.
IWM looking tempting for Puts. Surged like all the rest but 🛢 still crazy high and investors in those 2000 companies might not agree with 🥭 that high gas prices are great. Also IWM has felt like AMD on a Macro level whenever it's having a good day.
Jensen just said Opteron, which was an AMD server and workstation CPU series back in the day
AMD gonna dump so hard
Inference hype is great for AMD too. NVDA gonna be first 10T company. 0.57 PEG ratio on NVDA is nutso. If margins don't fall off a cliff this thing is insanely undervalued.
AMD was a logical buy without the need to speculate for magical turnarounds. What's the rush with Intel?
Can we do AMD one more time plz?
What's everyone's thoughts on the Burry posts wrt Nvidia anticompetitive practices and keeping AMD away from deals
I'm 57. Many stocks, I'm up 450%. Some stocks, I'm up 4500%. In the past 10 years, APPL returned 1000%, MSFT 1000%, NFLX 1200%, NVDA 22000%, TSLA 2500%. 50% in ETFs is a reasonable strategy. 10% in crypto is aggressive. 20% is foolhardy. Rebalance. Review the Magnificient 7, many of which are currently undervalued. Also review potential Magnificient 7 contenders: AMD, AVGO, ORCL. The right time to sell depends on many factors. How risk averse are you? How has the stock been performing the past year? The past five years? Hold for now and learn about portfolio rebalancing. At one point, APPL was 25% of my portfolio. Now it's 10%. NVDA has unexpectedly become 35% of my portfolio. That'll change.
Mark keeps the pump up they'll have enough capital to straight up acquire AMD
Nebius completed a full corporate divestment from Russia in July 2024, the largest western exit since the invasion. Meta has publicly stated plans to invest around $600B in the US by 2028 across data centers and AI infrastructure. Now, that's a broad strategic estimate, not a single binding contract. The Nebius and AMD deals are specific, material supply agreements that sit within that broader plan. The previous $3B Meta agreement with Nebius was filed as a Form 6-K with the SEC, including specific delivery tranches, termination rights, and late delivery penalties. See my comment above for the link. That's a supply contract. Dismissing them as pure 'PR' ignores what they actually are. And the AMD deal, for what it's worth, [has equity warrants tied to delivery milestones](https://ir.amd.com/news-events/press-releases/detail/1279/amd-and-meta-announce-expanded-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus).
Loaded tf up on RDDT, 🌽, AMD leaps, leaps are free money here boys
Me: Trades AMD Money: Absolutely destroyed Me: How could the market do this to me?
Some of these companies like AMD and MU rely a lot on logistics as part of their business operations. Oil prices and blockage of shipping routes would not do good for them.
Can someone explain to me like I'm 5 how the oil price would impact tech stocks as a whole? I am still long META, MSFT, SOFI, AMD, MU - and why the hell not? I get that high oil price is not very good for transport of goods and so forth and so on. But why should I get out of tech becaus of Iran? Even if it could take a while?
man, this week is def gonna be a rollercoaster!! super hyped for the GTC keynote too, those vera rubin leaks have been wild. if they deliver, it could really shift the semis vibe. totally with you on the fed meeting... the dot plot is gonna be key. hate how the market freaks out over rumors though, especially with that strait of hormuz news kinda looming over everything. $MU earnings are gonna be crucial for the AI spend insight. i’ve got my eye on $NVDA and $AMD too, but honestly just waiting to see how the dust settles after GTC and the fed. patience is key, but it’s tough when the charts are looking bearish short-term. good luck to all of us, it’s gonna be a wild ride!
DISCLAIMER: I am really stupid The rotation back into tech has begun. I'm starting to add back into the good old NVDA, AMD and friends before they start shrek-dicking again
I sold AMD at 4 and CVNA at 45
Didn't they do that with Nvidia and AMD? Export tax is essential a price control.
Im in AMD calls for JUNE.
That’s crazy the AMD CEO won the figure skating gold medal
you seem to be right on the money lol. Down like 10% from ur prediction.. thinking about purchasing after reading about their 2nm processor tech as it compares to intel's. Supposedly much more dense, though intel supposedly has some sort of speed advantage by using 3 transistor ribbons. My opinion.. intel publishes charts claiming big improvements from process nodes like meteor lake... which.. despite being classic intel gaping behind - I have to remain stoked about x86 (or ARM) architecture being heavily developed and adopted. I only say that because intel seems to be excellent at evaluating/forseeing the market then inspiring AMD/taiwan semi/ idk who else to smoke them in the race... Panther Lake P core is almost the exact same as Lunar Lake and Arrow Lake. Unless they messed up the design with bloat (unlikely given p core on panther lake actually looks slightly smaller). Shit like this highlights the intel 18A's high efficiency at high frequencies, as well as obviously lower power draw from the previous intel 3: [https://semiwiki.com/forum/threads/intel-18a-process-node-offers-25-higher-frequency-at-iso-36-lower-power-at-same-frequency-versus-intel-3-over-30-density.23047/](https://semiwiki.com/forum/threads/intel-18a-process-node-offers-25-higher-frequency-at-iso-36-lower-power-at-same-frequency-versus-intel-3-over-30-density.23047/) I understand those charts have performance claims, but we can clearly see, based on Meteor Lake, that Intel 4 did not hit those targets. There aren't any direct TSMC vs Intel 3 products with the same architecture. Those charts are just claimed perf jumps, which I am quite far from believing. I think TSMC comes much closer to those figures in reality, while intel continues delivery the same empty performance claims. Seems all but confirmed the chip density also favors Taiwan Semiconductors which we'll see how mitigated those boosts are from intel's tri-ribbon architecture
Today, in the middle of a war, with the beginning of stagflation upon us? I would probably keep 25% of it in cash in a \~4% money market account maybe with some in CDs; 25% in VTI; 25% VXUS; 15% in individual US bonds (1-6 year duration, split evenly between Treasury/TIPs, Corporate & MBS maybe 10% of each would be high-yield) and 10% international bonds (half unhedged). If I had to pick a few individual stocks: Apple (stayed out of the AI bubble; MacBook Neo is disrupting PCs all over again); Google (bullish on YouTube, Waymo, and Gemini), and AMD (a fraction the market cap of NVDA but their tech isn't that far behind.) But first I would buy myself a high-end mattress, chair, computer, and some new clothes, and take a vacation. About $25K. And invest the remainder.
Probably on some TSM & AMD
Intel, AMD, Oracle, IBM, Netflix, cloud flair, are all pretty huge, there's more.
did you see their post about AI Agents? AMD to $20
Rob we miss you over at r/AMD_stock stop by sometime
I had a really excellent 2025. In 2026 I've been rather busy and haven't had a huge amount of time to watch the portfolio, read the daily threads, etc. But it seems every time I check in, the sky is falling. (And I understand why people, particularly newer investors, are frightened.) I'm going through my portfolio to try and gain some perspective to see where the losses are coming from: |Holding|Return YTD|Return 1Y| |:-|:-|:-| |AMD|\-9.7%|\+91.53%| |ATRL|\+3.5%|\+40.43%| |BN|\-16.36%|\+9.2%| |GOOGL|\-3.42%|\+82.66%| |MSFT|\-18.21%|\+1.8%| |Rule 7 Play|\-34.90%|\+83.82%| |NVDA|\-3.35%|\+48.15%| |RKLB|\-1.94%|\+263.69%| |RDDT|\-42.42%|\+3.24%| While I've seen some nasty losses in the YTD category, the biggest losses are in in MSFT and my largest speculative play (Rule 7), as well as my smallest holding: RDDT. Aside from that, most losses are very mild on a YTD basis and you can see that the last 12 months have been extremely positive for most of these stocks even with the latest drops taken into account. It's good to get perspective and remember that a couple stocks dragging down your entire portfolio do not mean all underlying holdings need to be panic sold. The hope is that the market will eventually rally (probably before the midterms as the Republicans will attempt to use a soaring stock market to juice their base's enthusiasm) and those sub 5% losses on the YTD will flip to positive. Anyway, sorry for the wall of text. I was doing this to make myself feel better, and it worked. Time to continue holding. :)
QQQ and IWM are good alternatives with cheaper premiums. Also look at liquid names like AAPL, AMD and NVDA or sector ETFs like XLF and XLE. But sticking to one ticker (like SPY) can actually help you read price action better.
My one post for the weekend. Can't stand the 10,000 cry baby, world ending, unhelpful posts. Remember that drop in Silver? That's coming for oil after one single tweet that can come at any single moment. Meanwhile every country, even OPECs, want cheaper oil to prevent competition. It's Iran vs the world and thats not a thing. Oil will 100% drop within the next few months. Meanwhile, deteriorating macroeconomic data and boots on the ground could, or will, only lead to more slow bleed in indexes, while key stocks will continue to climb. I still believe there's a greater than 50% chance the war ends soon, especially with midterms coming and the GOPs obsession with propaganda, plus GOPs focus on stock values. The GOP can easily say they pulled out, say it's done, and quietly continue to bomb. So let's hope I'm right: Long puts on oil because premiums are so cheap. Stocks and long calls on American AI infrastructure bottlenecks. Other long stocks I'm not selling (AMZN and AMD is stupid cheap). Long index puts to avoid huge drops in the event market jumps.
If you believe in AI then you can believe in AMD. Alll the hardware required out there to run LLMs are using either AMD or NVDA hardware. Not sure about if it will cross 300 though but business is good.
Yahoo finance homepage has the headline, trump receive $10B for brokering tiktok deal. No wonder ORCL is worse than AMD now.
All my tech stocks gone today. AMD, NVDA, INTL, TSM. I'm loaded on GLD, SLV, and cash to settle on Monday.
AMD is still hitting $280 in 2026, right?
Intel and AMD remain the leaders in data center CPUs, but Nvidia is set to unveil new CPU details at its annual GTC AI conference next week. Nvidia shifted its CPU strategy in February with an announcement that standalone processors are now deployed in Meta data centers. Nvda is going to eat AMD lunch on its cpu monopoly.
AMD lost 20% of their value after they beat earnings as well. My options expiring in September, but down like >50% on most 🥲
You're right. I just bought 5k of shares in AAPL, AMD, and META
AMD has disappointed me for the last time. Just kidding. I might see how deep this goes and refill.
AMD, RCAT, LLY 1 month calls 🤑🤑🤑
Today I bought QQQ 4/17 hedge puts, a lot of 12/18 USO puts, and AMD long calls and shares today. I'm clearly conflicted and belong here.
i bought in 2020 during pandemic. stopped obsessively looking due to it being like a gambling addiction like waking up to check EU market opening and again for east coast US opening. the idea was because at that time AMD had just produced the first 7nm cpu and intel at that time were stuck at 14nm +++++ for 4 to 5 years snot improving. Writing was on the wall even Linus tech was saying buy the stock lol i dont put much into a tech youtuber but after finding out amd didnt even make their own cpus thats why i heavily invested into TSMC after learning what they did and who they made it for... Again it was more about what was going at that time i didnt bother looking at who made tsmc machines so that was a fumble on my part also not investing into ASML
Sound financial advise has always been don't time the market, DCA, and diversification generally through ETFs. However, I understand trying to avoid the blows and have dodged a couple myself. There can be signs of an overvalued market or gut feelings of downward market correction. I am not an expert but will share my experience as it happens. New to inverse ETFs but currently hedging Google and AMD with GGLS and AMDD. Both currently seem to move in somewhat equal opposite directions as intended. Have made decent gains on both, do not want to sell hoping to hedge with this technique. Have lost money on put options trying to hedge in past which II am trying to avoid. I am probably not using proper hedge strategy. Would like to learn collar or better put option strategy for hedging. Havnt took the time. Trying out these ETFS. Wanting to go risk off without selling. Currently have PSQ, SH, AMDD and GGLS. Trying to stay risk off til market looks more attractive to me. Not an expert but ill let you know how these inverse etfs hold up.
No, nothing has changed at Intel. They’re still screwing the pooch with respect to architecture and aren’t competitive. Their latest offering appears to be quick and low power, but they simply shut down cores, in order to preserve power. But when you try to do productivity and fire up all of the cores you’re still generating more heat than AMD and lowering the life cycle of the device due to the amount of heat you’re generating. Intel generates so much heat in its CPU that it overwhelms the cooling capability of the device and ends up cooking components. The silicon degrades over time, requiring more power, generating more heat, and eventually leads to failure years before the device should expire.
This shit is dumping within a week and imma buy AMD Calls at the $170 underlying
I bet i could get AMD to drop another 5%, watch this * buys calls
Flat on low volume day. I'm buying long dated calls on AMZN and AMD today.
I was reading “infrastructure” and “data centers”, and instantly thought about all of the AMD, MU, and COHR stock I have. Honestly, it gave me pause.
It’s only 15%, I think AMD has a chance of becoming a 1 trillion company versus Apple going to 10 trillion.
Hey NBIS nerds, isn't it good to see they're only down as much as other big tech names, like AMD, MU, COHR.
Looking for advice, I have long term holdings of Apple, should I sell to buy other stocks like AMD, NVDA, AMZN etc. If so how much, roughly 75% of the value is gains at this point. Thinking that Apple is near ATH and trading at high PE wit low growth potential compared two other Mag 7/tech stocks.
Just bought 1 share of AMD to tank it to 0.
Must have been an old AMD based system 😂 Everything is ARM based and fabless now
that’s pretty wild! the fact that they’re pushing those simulation limits is huge for aerospace. 25x faster with a GPU is no joke, especially since every second counts in those tests. i’m curious how this will hold up against giants like Google or IBM in the quantum race though. and with AMD's recent focus on AI, it'll be interesting to see if this partnership leads to more breakthroughs. overall, sounds like they’re onto something cool! anyone else here following the quantum hype?
Tell me about it, i bought AMD at 2 usd and sold at 2,5 usd. Happiness turned into grumpiness
But not AMD! Lets gooooo!
I joined when AMD was a penny stock we were hyping
I just keep pumping into AMD and my speculative Hyliion investment. The rest goes into the S&P500. If we get significant drops, I'll deploy the couple thousand I have for "investing opportunities."
To be honest I do not trust the whole AI "house of cards". I also still have my MU from last year that I bought at around $200. After next week's earnings I probably sell those too. I probably go the safer route and get me some AMZN... AI wise I still have 500 shares of AMD.
Ya i think thats fair, we usually have to be careful with tickers cause when i remove there is a chance it ends up in the abyss and i can’t bring it back Dont think losing WAR will matter, although i cant just put up AMD or QQQ… thats on you guys Spam that shit if you want idk
u/OSRSKarma can we take war off the ticker and add AMD or QQQ
Next week maybe pump. Timing tho AMD CEO to meet Samsung chief in South Korea amid race for AI memory chips, paper says [https://finance.yahoo.com/news/amd-ceo-meet-samsung-chief-101846926.html](https://finance.yahoo.com/news/amd-ceo-meet-samsung-chief-101846926.html)
Go all in on AMD, MU, or DTCR, i bet atleast 90% return in 5 years.
Any oraguntan also shorting AMD? Or am I the only one ?
Nvda: 635k AMD: 258k Meta: 108k You have a $1M in positions on 500k cash. Don't you think it's time to stop with the margin and de-risk a bit?
I had put options before this Iran thing based on the iea glut forecast. I’m hoping we get there by mid April. XOP AMD oxy
Obviously cool AF but isn't Xanadu a private company and AMD is definitely not a penny stock.
So tired of spy holding AMD back
Microsoft? AMD? Software? Even more names are between 10-15% down. Speculative growth stocks are often 50% off the top, like HOOD, IREN, and many more. If this isn't correction, I don't know what is.
ARCH. So a DD post here back in 2024 when ARCG was 3? . Bought a bunch of calls. Had no idea what I was doing as it was my first time buying options . Ended up with 15k gain on 2k invested. That was the start of my demise tho. Got that first hit and then started gambling chasing that high with short dated options. Feb 2025 and freedom day obliterated my portfolio. Lost 50k. Had I just kept my shares (RKTLB, NBIS, AMD) I would be laughing now.
I don't own GMG, but learned about it last year. My take is that it's completely fine to own competitors (AMD/NVIDIA), rather than focusing on "sides". For example I can invest in a lithium company, and that wouldn't bar me from investing in a solid state, graphene or other battery company. Oftentimes diversification can be lucrative. Now I think it's worth mentioning that GMG and other options, have different approaches. GMG wants end user products primarily, rather than focus on selling graphene. That's my understanding. It's like Apple putting their CPUs in their own devices, whereas ARM licenses their architecture to others for customization. ARM isn't going to create a cellphone. Each strategy can appeal to different investors.
Even if you are a trader worth your salt, all it takes is one bad trade or bad year to ruin you. Even if you make 7% a year, you’re betting what, 2%? And you have to pay taxes on the gains. Is that really worth the risk? Plus, the guy I responded to was has some questionable trades. It’s not like he’s doing low risk trading. If META has a really bad report with capex and ai gains, he could literally be wiped out. It’s not that out of the question for meta or AMD or NVDA to drop 20 or 30% for a long stretch if we feel strong ai blowback.
My AMD position is 1280 shares @$191.96 not $202.13. It won’t let me edit the post so I’m commenting