AMD
Advanced Micro Devices Inc
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Am I Crazy For Thinking The N1X Announcement Is Bigger Than Most People Realize?
I WOULD LOVE TO THANK THE HATERS , IM A STEP CLOSER TO A LAMBO , 5 DAYS LATER WE ARE UP ON THE TICKER (RKTO)
AI infrastructure is turning the whole market into one giant NVDA side quest
AMD’s price has massively detached from forward earnings expectations
Thank you Marvel, micron, and Jensen
Thank you Lisa Su! Arvind and spez please take it from here.
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$ADI Analog Devices options could easily 4x this year.
$ADI Analog Devices could easily 2x this year.
Why is my wife's boyfriend making more money on AMD and INTC than me? Seriously, why is NVDA lagging the entire SOX?
Nvidia debuts RTX Spark processor for Windows laptops, taking aim at Intel, AMD
Nvidia debuts RTX Spark processor for Windows laptops, taking aim at Intel, AMD
Who will succeed in making Nvidia falter the most, the new tech challenge since mid-2026.
🚨 Some of the world’s most iconic companies faced serious financial struggles at one point in their history:
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
Load up on $ARM $NVDA $MSFT next week to retire your bloodline.
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
Nvidia went from 95% to zero market share in China's AI chips while the US can't decide whether to sell there or not
22 HOURS LATER 20% UP ticker (RTKO)
Goodbye Hoth Therapeutics, Hello Rocket One
Anthropic and OpenAI together are worth $2T, but NVIDIA says Physical AI is worth $50T, what’s the chip play there?
Up 300% on my AMD investment. Should I sell, hold or keep buying?
Nokia is quietly becoming the backbone of AI infrastructure and nobody noticed 🚀
Top stocks hitting 52-Week Highs/Lows - May 28, 2026 📈 📉
The most unnecessarily autistic thing I’ve ever built.
Should I trade my AMD stock for...
IF YOU ARE TOO LAZY TO DO HOMEWORK, HERE IS A GOOD SPACE COMPANY
Cooling is the second infrastructure bottleneck
Cooling is the Second Infrastructure AI Bottleneck
Top stocks hitting 52-Week Highs/Lows - May 27, 2026 📈 📉
Am I stupid to wait to hit the 1-yr mark for the tax benefits when I feel like my holdings are at peak value?
Micron reached 1T, am I a fool for buying Meta?
Photronics (PLAB). A great Picks and Shovels play during the AI and Data Center Boom
Full port AMD + Micron follow me for more regarded diversification plays
SOXS is destined to die unless a world shaking event occurs
Top stocks hitting 52-Week Highs/Lows - May 26, 2026 📈 📉
Cashing out $11M+ in AMD for singles
Sold some AMD today at $500. What is the consensus on whether this was a good sell or not?
Can someone explain the investment thesis behind space stocks?
Improve Legend performance?
SPX at 21x P/E with 30-yr at 5.08% — is this a "mania phase" or just a new regime for rates?
Top stocks hitting 52-Week Highs/Lows - May 25, 2026 📈 📉
Semiconductor stocks are basically a black hole right now and everything else is getting left behind
Why $AMD will easily surpass $1T and could come knocking at $NVDA door.
Why the app you’re using should be a stock you own ($RDDT)
Advance money “Destroyer” -> Dollar-maker (AMD)
23 years ago, my husband sold all his stocks to buy me a ring (I think it was around 60 NVIDIA shares).
I feel like it’s very difficult to get a read on the AI trade… (chips, smh, intc, bubble)
What stocks are you buying or dumping when China makes a move on Taiwan?
Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation
MU set up for NVDA like revenue growth
I feel like I am stuck in the washing machine and step bro is behind me...
Top stocks hitting 52-Week Highs/Lows - May 22, 2026 📈 📉
If I were going to buy any neo cloud right now it would be RXT and why ?
300%+ gain on AMD🚀 & WHY I invested 1 year ago... after a 65% drop
Are there any good opportunities right now in the market?
Guess how much AMD moved based on headline
Guess how much AMD moved just from these headlines
Mentions
Should I just cut my losses on my $550 AMD calls? 😅
Everything is red except AMD. This is fine.
FULL PERMANENT CEASEFIRE ANNOUNCED. Iran to fully open Strait of Hormuz. In exchange president trump providing every Iranian citizen 1 HP computer with a full MSFT subscription. MU and AMD to contribute hardware. Transportation of physical computers to be handled by RKLB who just inked a 500B delivery contract via spaceship.
AMD becoming an advanced money duplicator was not on my bingo card for 2026
Intel, AMD still green what titans
Somehow AMD is still green? Thats crazy work
Surprised that AMD and RIVN are keeping my account green today.
Why the fuck is AMD green out of everything?
Meta and AMD both mooning printer goes brrr
I chose to avoid Ai, probably not smart but I made a few hundred from AMD/Nvidia then called it quits. Renewable energy is heavily carrying my gains, everything else is flat. My country ETFs are down 3-10% and still dropping due to Iran.
If you think AVGO is going to be a sell the news situation, AMD may catch some strays. Puts are cheap. May be worth a lotto
yep, that is where they desperately try to force people outside of this economy to use their product to make up for the debt through revenue (through free periods so companies get addicted to their product and potentially pay up when paid period rolls up) hence the cringe speeches where CEO's get booed to all hell and back, while talking to very people who are going to burn this entire clown show down hence the LSD tripped CEO of NVIDIA dancing and hyping a massive scam called AI, while on the other part of the town his closest buddies from supermicro are raided by police for smuggling off of 50 server racks into china via japan hence CEO of NVIDIA's cousin (who is CEO of AMD) snatching defeat from victory to prop NVIDIA sales instead of doing a fair competition towards NVIDIA for years hence the ban on non US made routers, this gives US government angle to help elon musk pump more money into the bubble hence china banning imports of semiconductors from outside china and begging of collaboration with EU, because it found ways to benefit off of this
The 76 percent forward EPS growth assumption is doing a lot of heavy lifting here. Multiple expansion on top of already aggressive earnings forecasts is the late-cycle signal worth respecting. The bull thesis says consensus still underestimates MI300/MI325 ramp and inference share gains from Nvidia, so 76 percent revises higher. The bear read is that you're paying for AI execution risk twice, through the demanding growth assumption baked into consensus and again through multiple expansion on top. The CSCO vs NVDA comparison is actually instructive in the opposite direction the deck implies, CSCO had a real product story too, the bubble was about how far ahead of itself price got. Where AMD lands depends entirely on the next two quarters of data center revenue prints.
Who the fuck is buying AMD at 530
The issue is that Nvidia isn't just investing in OpenAI and similar companies because they "like their services". They do it so OpenAI has the money and incentive to buy their GPUs. AMD is doing the exact same thing. If OpenAI is so amazing, it should have no issue borrowing money to buy those amazing Nvidia and AMD chips. This is a huge red flag that indicates these AI companies don't have the organic customer base and revenue to back their massive spending.
AMD market cap is not even 1T yet? Wtf? The market is rigged against Lisa Su!
Just reminder, Cathie fking Wood dumped AMD and load up NVDA couple days ago. That would be a huge sign for us regards. LMAO🤌
Yes, because AMD, MRVL, AVGO, META, TSLA, and CVX are all small caps that are insignificant to market conditions... Right?
Why is NVDA down you ask? "Why Cathie Wood's ARK Invest Trimmed AMD And Loaded Up On NVDA Shares"
Don't know why I keep holding NVDA. The market clearly has something against this company. AMD and INTC popping and NVDA always go the opposite them.
You know AMD just cuz NVDA is dumping doesn’t mean you have to
AMD chart looks like earnings got left at the airport
Ever since AMD CEO Lisa leaked her sex video. AMD keep pumping and pumping.
My account just hit $2 million, thanks AMD
FBI needs to check on AMD and Lisa Su. I'm pretty sure they are running a money laundering company at this point
I have made close to a million dollars from AMD, MU and MRVL. So jokes on you I guess
Lol I probably have an unhealthy amount of a my port in AMD
AMD is the next trillion $ company, sorry Jensen
MRVL and AMD need to swap market caps
Why aint AMD 600 yet? The casino is rigged confirmed 😡
Same. I figured at some point all silicon manufacturers would get the AI boost so I grabbed ARM and AMD while they were stagnant 18 months ago. Forgot about em. Was pleasantly surprised when I checked that account. I'd rather have that micron effect though.
This is the opposite of DD. Have you listened to Lisa at all in the past year? Do you have any idea just how many catalysts they have coming up in this next year? Helios racks are coming online next quarter, and the agentic AI boom is just getting started, with demand outpacing their expectations every month. AMD could hit $750 EoY and double that within the next two.
AMD. Him and Lisa Su are distant cousins
AMD compensating for my other losses keep me green let's go.
??? That is just so incorrect it is funny, the only big difference between data centers today and the ones in the past is that we’re pushing more liquid cooling into data halls along with conventional HAC deployments. The real estate itself is good for a decade+ with only the cooling and power distribution infrastructure ever needing to be replaced if the data center wasn’t designed with the higher cooling and power needs of GPU deployments for AI… I personally know of 6+ year data centers that I helped design that to this day are operational The IT itself is usually replaced or supplemented in 6 year super cycles by the big providers (azure, AWS, cloudflare, etc) but the smaller outfits will go longer between replacement cycles. The whole 3 year obsolete thing hasn’t been true since the 00s, after 2010, progress has been so marginal that it took AMD 4 years to even get a solid foothold into the x86 server CPU space even while having more power efficient and cheaper products than intel… Please don’t speak on shit you know nothing about, regard
I’m starting to think that rebalancing is stupid. Cries in AMD.
Thats not how the market works though. Prolonged high oil prices strain nearly every sector. While some defensive sectors less damaged by expensive oil may see some inflow as investors become risk averse, there will be immense forced selling as institutions run to cash to avoid being over leveraged. First to go are their big winners on a historic tear. No one is going to be piling into ai and future tech while the rest of the economy goes in the shitter, not without a steep correction first. Global production could fall 15-30% if the energy crisis continues to worsen, thats great depression territory. Institutions aren’t going to be smashing buy on $1000 MU and $500 AMD while shipping is hamstrung by sky high diesel, consumers have minimal disposable income, poor nations who produce and mine raw components enter famine, and US gas is $8/gal minimum. AI is a big deal, it augments workflow, cutting labor and driving productivity gains. But better AI and chips aren’t the end product, actual production is.
I cant believe AMD literally gave me 40x return over 9 years
Dude wtf is goinf on with AMD. I bought 2 calls a a whatever play to try and scalp and now im up like 4k on them lol.
have you checked Intel and ARM p/e? AMD is less overvalued when compared to them 😅
NVDA call buyers from yesterday should feeling suicidal seeing AMD&INTC Mooning in pre
Why AMD pumping and NVDA dumping?
The AI circlejerk has chosen INTC, AMD and MRVL for the day
Wow. Im glad i bought a few AMD calls on that dip to 510 yesterday haha. It was purely because I felt like it 😂😂
Oh. AMD woke up too? Cool. I have calls for you as well.
So AMD's price isn't as detached from forward EPS as the post shows. Maybe even a little undervalued?
Are you really comparing UMAC to Intel, AMD? Different scale, different revenue and different marketcaps.
Can we some love for AMD? Please bring this to $600 by EOW. THANK YOU FOR YOUR ATTENTION ON THIS MATTER
Bers are so wrong. Oil to whatever 1000 a barrel, AI runs on electricity, there is nothing stopping our need for MU SNDK INTC AMD NVDA CRWV. People can't drive just mean more demand for AI when staying at home
>specifically why only Nvidia GPUs Basically, Nvidia made a technology to conveniently run general computations on GPUs 20 years ago and keeps maintaining it without breaking compatibility. AMD blew their chance at powering the AI boom by reinventing everything from scratch every few years (brook, stream, opencl-only gpus, rocm), restricting their technology to certain card models, and not having Linux or windows support in their GPGPU frameworks for years. Intel have never had strong GPU offerings to begin with. This made most developers and researchers to depend on Nvidia and get vendor-locked.
CEO is Jensen's Cousin you can't short AMD lol
This could have been me...almost pulled the trigger on AMD way back when it was $2 😭
That guy is a google pumper bot. No matter what the subject matter is, he brings up google to pump it. You could be talking about AMD and he will bring up google. You can talk about making cookies, naturally google is the answer. It's just some idiot Asian/Indian kid who pumps his shit in every post.
My ai exposure is pretty boring. My model in my head is to be roughly: > 30% in mostly compute and mostly in NVDA, SMH, AMD > 30% in what I call infrastructure (VRT, EQIX, VST) > 10% in the scalers (Google, Amazon, Microsoft) because that’s where I started parking when I started the ai investing schtick. > I target 30% in early stage (through syndicates, some direct; but it’s in three sleeves and I don’t like to overcommit) The actual numbers usually drift from the target because of market moves and deployment pacing, but that’s the radar screen I'm aiming for.
This. You should let them run. I have AMD that is 4x up. I only trimmed a bit. But that is going into other stocks that are also AI beneficiary of could potentially be their own 10 bagger. When i take profit, only plan to take the principal out to reinvest, the rest is just free money. I never take profit out in cash, it have to go into another stock.
fr tho how tf is AMD not already at 1 trilly
#Most people don't realize that CEOs of AMD and NVDA are cousins LMAO🤌
AMD will hit 530 tmrw at minimum and bers will act surprised that im always right LMAO🤌
hes wrong, its AMD LMAO🤌
AMD is the worst stock to exist and will be the first to crash during the AI bubble LMAO🤌
Well AMD dude is up like 11 million? That's pretty good.
Pretty much impossible considering AMD is at 850B marketcap
>I learned from Cathie Wood. ARK dumped NVIDIA shares just before the rally, and has now just repurchased them afterwards. She is clearly the Nostradamus of our times. She also sold out of AMD, so that's probably surging next.
Meh. Thats the Eurpoors version of AMD/INTC
Held AMD since I joined in 2015 haha. Back when this sub was obsessed with Lisa Su. Good old days.
They reported on this weeks ago on all the investment slop news sites because AMD disclosed a stake in them. I saw it, checked the stock, and then ignored it and went on with my day. Everything I've done in the weeks since was profitable but if I had just gotten calls then I'd be up by a lot more now.
Jesus Christ will personally pump $AMD just you wait.
amzn, nvda, tsla, eth, btc, I got my lifetime supply of 10 baggers at the start of my investing journey 😭 the key is to have extremely high conviction and not sell. Unfortunately my nvda 10 bagger happened many years ago and I sold it all for what could have been a 500+ bagger. Bought them at 10 billion market cap because I liked their gpus and everyone I knew doing ML had zero intention of ever upgrading their macbooks when they switched to AMD. I have averaged 30% returns for almost 20 years so it's hard to complain but my 14k nvda investment would be over 7 million today if I just sat on my hands and ignored it. I also formatted a hdd with 10 btc on it that my IRC friend sent me when it was worth a fraction of a penny in 2008 and didn't buy it again for almost 10 years. RIP. I want to say the key is to come up with your own unique valuation and growth models and ignore what everyone else is saying. I'm a SWE specializing in distributed systems so I think I have good insight in to a lot of tech plays but the reality is the market has ripped so hard since I started investing just before the 2008 global financial crisis that it's pretty hard not to be a huge winner if you just kept shoveling in to the market.
Market makes no sense right now. I’m thinking IBM follows an intel like path over next 6 months and tops out around a 40 PE at about 450 a share. I’ve got July ‘26 and Jan ‘27 calls on these. Then I believe smart money will rotate from semis to software. Why? Because who do semi and memory companies mostly sell to? Software companies, who then sell to government and retail. It makes so sense for someone like AMD to be profitable without Oracle or Microsoft also being profitable.
The worry about the PC is that if you were given the choice between an NVidia PC and a QCOM PC, which one would you chose? Also keep in mind it will take years for software to catch up. x86 has been the standard for PCs for more than 40 years and it is not going any where. And why you need an ARM based PC anyways? AI runs on devices that works already with the x86 architecture. Intel and AMD are closer to winning the AI PC race than nVidia and QCOM.
I'm actually up since my shares split, cost basis is between $18-25. And why buy SPY? I have shares of Nvidia that i bought at $3.93 and AMD at $80. Also a ton of Intel at $20 and Palintir at $29. I saw value when everybody said they were garbage stocks.
a lot of old slow moving heavy dogs in your list, let me raise you MRVL, ARM, DELL, HPE, AMD, MU, and mf SMCI, yep fraud micro smuggle my chips in.. surprising moves recently to say the least.
They have budgeted $190B capex for '26. In their filing, they are saying all their '26 datacenter capacity is already allocated, sold out. Gone. Hence, raising another $80B, which is almost certainly going to be sold out in no time. Google is not a company that spends a premium buying servers from HP/Dell or networking gear from Cisco. They design their own hardware: servers and network equipment in addition to some components, like TPUs. They still buy GPUs from NVDA, CPUs from Intel/AMD, SSD, RAM, in bulk. Their efficiency while spending that capex is impressive. IMO, most salient point is: all that compute capacity is already allocated to tenants, with binding minimum usage contracts. **That is why I am bullish Google, which is slightly different than being bullish AI.** Berkshire handing out $10B at 5% discount should tell you enough. But, what do I know?! I am just another regard here 😂
The times where I have been successful in identifying ten baggers: Shopify in 2015 AMD in 2023 They’re rare af. Count yourself lucky when you hit
You “predicted” an OpenAI deal, spent $16k on 30 day top of the chain way OTM calls? Zero chance you don’t know someone at AMD or OpenAI
Lol so you missed nvidias talks at computex? How they plan to expand the TAM like 10x in the coming years as they plan toake computers that computers will use? AMD could increase sales to 3x what they currently are, go through awesome cagr growth, and there would be still plenty of new total addressable market for Nvidia to sell to. Nvda will likely be at the top for a while. Pull these up on testfolio, Mary and google haven't increased much at all in the past 8 or 9 years
Man I wish I knew stuff you knew back then I was reading post for some kind of crash back in September 2025 and sold all my Spy holding Yet players like you were doing calls on AMD And I wasn’t that dumb not to know about AMD Did you speak with any body in real life or was this your own play? I really to understand this man
AMD just can not lose on the cpu side right now. However the gpu line up has been lack luster for sometime. However they are the only company keeping the personal computer market alive which is one that Nvidia wants to destroy. I'm bullish on Arm and AMD saving us on unified ram while intel just does intel and makes sheet components for dell and HP but they have been on a upswing
Do you think Jensen and his AMD CEO first cousin make love and talk about chips? 🥰
Jensen juts hates AMD its so funny LMAO 🤌 hes gonna hate amd even more when it surpasses nvda LMAO 🤌
AMD is the next trillion dollar stock jense u moron
Wow, you worked for AMD?? Thank you so much - based on the advice here I ended up selling the ETF today and will just sit on the AMD stock until after I retire, like I do with the rest of my stocks (I’m not a trader, just like to park my savings on stocks and never sell them). Sold SOXL today right before it shot up another 10 points, which caused immediate regret, but then I looked at the 550% rate of return I had and the feeling goes away haha.
Every time I've done this, it's cost me a ton of money. In fact, once was *with* AMD in the 2023-2024 runup. I say hell no to trying this with LEAP options. I also say hell no to trying this with leveraged ETFs. The value decay is just too great with both of those financials. If you want to do it with stocks, it's more situational. If you think the stock has a floor within some reasonable distance of the current price, I could see holding being an option (and just waiting out any correction selloffs). AMD would likely be one of those types of stocks.
Micron isn't the worrying side, neither are Samsung, SKHynix, TSMC, MediaTek, NVIDIA, AMD, Intel, Meta, Microsoft, Alphabet, Amazon or Oracle. Everyone who is either manufacturing Hardware or providing Cloud Infrastructure is doing well. It's the companies that actually have their sole business built around AI, like Anthropic, OpenAI and xAI that are the worrying part. Micron's making a shit ton of money because everyone keeps buying RAM for Data Centers, bet it LPDDR5X or HBM3/3e, just like NVIDIA is making a shit ton of money due to everyone buying H100/H200 and B200. The second OpenAI and Anthropic IPO, they're on the clock until the shares can start getting dumped in the market. Once they do, the ship sinks. These companies are not sustainable and won't be until we have significant developments that massively reduce the cost of training models and running inference on them.
The real answer is that it all depends on your time horizon. The answer would be different if you were planning to retire in 5 years vs 20 years. They say the biggest issue retail investors have is not letting their runners run enough (which is why people that never check their accounts or die perform better). On the other hand, taking profits is an important part of switching from growing wealth to maintaining it. I'm holding long so I'm letting my biggest fliers fly (MU, AMD and GOOGL). Maybe it'll pop tomorrow but hopefully 15 years from now it won't matter.
We are 100% in a bubble and we are 100% going higher. Don't think we even get a 1% correction until AMD hits 1 trillion at least. PEs of 100 will be normal.
I ten bagged AMD. I only wish I had more money back then to invest but I was a broke freshly out of school student lol.
#New MAG7 announced: MU, Sandisk, AMD, Marvell, HPE, HPQ, Cisco LMAO🤌