AMD
Advanced Micro Devices Inc
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focusing on grid infrastructure/electrification/energy storage/etc. - thoughts?
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
Gamma setup into next week — SPY’s pinned in deep positive gamma, $AMD $PLTR Earnings
SPY closed the week in the deepest positive gamma I've seen in a while (IV ~9%)
Which stocks will crash after ER next week? and why
Which stocks will crash after ER next week? and why
My research on Memory Makers and AI to better understand where the business is going
My favorite people I wana gamble‼️ if you picked 1 option to day trade tomorrow what would it be!
Leopold Aschenbrenner's & Situational Awareness died for this Pay F for respects 🙏 🫡 🙌 😔
Leopold Aschenbrenner’s Situational Awareness seeks to raise capital after AI rout
"Buy the dip" but ok what is the final dip after -40% of loss ?
Am I the only person that believes the 40 or 50 peace deals that pumped the markets was super unhealthy?
I've lost 30% on SK Hynix and Kospi
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
CERN: Genesis Mission will develop and deploy self-improving AI models.
ASML Q1 Results: Net Sales hit €8.8B, Net Profit at €2.8B, FY26 Outlook raised. With AI driving relentless lithography demand, is ASML the ultimate AI bottleneck?
AMD's Anthropic and Microsoft deals reinforce that AI infrastructure spending remains strong.
SOX just hit bear market territory. This earnings week is make or break for semis
AMD announced a Nvidia Rubin competitor that directly increases soxx capex
What industries do you see booming in the next 10 years?
NVDA up 783%, AMD up 323% - already cashed out £3k of NVIDIA at $140, so I’m not complaining
Anyone else riding $AMD through this volatility? Sharing my P/L from the moomoo community
Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3
AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists
🚀 DD: AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists
One week, one story, three companies, IBM loses the budgets, ASML builds the capacity, TSMC prints the record quarter
Crazy 2 minute spike in semiconductor stocks
Been holding $INTC through all the pain. Still can't quit this stock
Reddit's 2026 Stock Picks: What actually performed?
IBM's crash is a bullish signal - for the semiconductor industry
Rumor: Intel wins AMD, NVIDIA, and OpenAI as customers
Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields
Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields
The NVDA debate has changed: the market is no longer arguing whether AI is real.
A4N (Alpha HPA) — World’s Largest High Purity Alumina Plant, Fully Funded & AI-Ready
Are semiconductor shares still a good investment, or too much growth is already priced in?
Meta's building its own AI chip backed by a $145B infrastructure budget this year. Capability win or capex concern
Your wheel is probably less diversified than delta makes it look
Thank you Tim Apple and Jensen Jacket man
Samsung's profit jumped 19-fold, the stock still dropped 7% and dragged the whole chip market with it.
Classic AMD, goes up $80 crashes $80. Like clockwork.
SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?
Nvidia's new GPU financing program is answering a question nobody wanted to ask.
YOLO'd $13,500 on $AMD over the weekend AMD $520C 7/17 exp, $15k gain
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
AMAT is making me rethink who the real winners of the AI boom are
GLW has already surpassed $250. Is it really a dark horse of the AI era, or just a massive bubble fueled by hype? Let’s talk about its major
If I had to pick one AI semiconductor outside Nvidia today, I'd probably lean towards Broadcom over AMD.
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
Zoom the fuck out it’s a massive quantum network
Zoom the fuck out it’s a massive quantum network
Net incomes for mega cap AI companies, including Micron, Samsung, and SK Hynix
How do you guys keep falling for the same scam every time
BENTLEY SYSTEMS(BSY) LOWEST BUYING ZONE - POTENTIAL SWING TRADE NOW
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
Mentions
$AMD reports earnings Tuesday after the close with a $49.64 or 10.43% implied move Next day performance after the past 8 reports: 📈-18.61% 📉-17.31% 📈+2.51% 📉-6.41% 📈+1.76% 📉-6.26% 📉-10.61 📈+4.36% Avg. move: 8.48%
That’s exactly what I do but I have more cash in a given time than you, I guess. I had about 10% only at tariff dip as far as I remember. I do degen stuff here and there too, but I mostly buy great companies when people start hating on them. Despite this, including my cash positions, I’m still beating my index investments. If I were to invest full portfolio in indices, I would be less up then I’m, and guess what, if I was full portfolio in indices, most of the money would be taxable which is for me basically 50% loss. However, my cash taxes are fully paid off thanks to loss harvesting each year. So yeah, it’s simple as that if you can go against sentiment. The problem is everyone loves to say buy low sell high, but when times come, it’s not easy to buy the dip because whatever sentiment it was to draw it dip down, it was real! It’s real you too feel it, understand it, but still buy it. For me the hardest thing is not buying dip it’s trimming at the top. I trimmed AMD too early. Now I’m up 500% but position is too small. I did not trim VRT on a generational run for the fear of taxes and now it’s down 30+% from ATH, still 3X my money in it. It’s funny that I feel exactly the same about Meta. I cannot just believe the long term of good in social media companies. I feel like we could totally hit a wall as a society as far as social media goes. I bought the TGT dip too. 5% dividend, boring as hell but still up 60+% from when I bought. I remember when I told my friend I’m buying TGT he is working in a reputable hedge fund, he told me TGT is not going anywhere, I’d not buy. Well, guess what, it actually did go a lot.
> AMD also has option to get 10% of OpenAI stake.. You have this backwards, OpenAI gets 10% in AMD
AMD has the chance to do the funniest thing
I too have invested similarly over the last 10 years primarily GOOG, AMZN, NVDA, AMD. More than likely this buy and sell strategy has lost out on gains compared to holding. Identifying the great companies is the most important part but holding when something is up and easy to sell is the hard part. Standing by your convictions and buying into weakness and trimming to balance overweighted risk in your portfolio are good concepts but if you're trading these companies like you say you're probably hurting your returns over thr long run.
Whoops, I meant AMD
Taco pump Monday then Tuesday another pump off of AMD earnings and SPCX earnings CapEx increase for XAI
I mean I put him in the background and cus of him got AMD 200% up , elf 50% up sooo 🤷♂️
I keep things pretty simple lol. I’m holding AMD because its been pretty good to me and have 2 active swing trades right now that I’ll get rid of next week + a bit of dry powder if I need to spend DCA money on my swing trades - thats it. For how long have you been all in on GOOG?
So my AMD puts are gonna print i just gotta turn the screen upside down
Thanks TACO. I'll buy AMD.
since you seem to have the Midas touch, thoughts on AMD at the moment?
CUDA equivalents are nothing new. AMD has had ROCm for quite some time now. The problem is ecosystems are sticky. Developers have been trained on CUDA and are familiar with it. nVidia GPU with CUDA is still the industry-leading benchmark. What can these other vendors offering to get devs to ditch CUDA for their own equivalent? Nothing compelling.
Donald Pump bought AMD/SANDISK calls on Friday, so war is on pause until next weekend.
Nice pull. One thing on the PLTR read though: with a sample of 8, the mean is getting dragged hard by those plus 24 and plus 23.5 prints. Strip those and the rest cluster a lot closer to the implied 9.7. The straddle isn't priced off the trailing average anyway, it's priced off the forward distribution, and the market is telling you it thinks the fat right tail is less likely to repeat than a naive backtest suggests. Whether it's right is the actual bet. The deeper point is that PLTR's history is not symmetric. Those huge moves are almost all to the upside, so a straddle buyer here isn't betting on a big move in general, they're betting specifically on another upside surprise continuing. A strangle seller collects on all the small pins and only gets hurt on that same right tail. So both sides are really taking a view on whether the upside surprises keep coming, not on realized vol. On AMD, fair on average is not the same as safe. The distribution is bimodal with those plus 18.6 and minus 17.3 tails, so priced fair just means you're being paid correctly to sit on a coin flip, not that premium selling is low risk. The average landing dead on the implied is exactly what you'd expect from a fairly priced binary, not evidence it's calm.
Selling both directions OOM on AMD sounds like the play from your data.
Odds they pin AMD to kill premiums?
I dont like 3x on semis simply because they are such "free money" that this one of the few ways you could end up being right and not get paid and if you are right the returns are so good anyways. Also I like memory more than stuff like INTC, AMD.. basically semis at 150PE or 30-40fwd PE. but I do agree this is "the bottom", 2x is probably the sweet spot after you consider Iran risks and volatility is still elevated.
Anybody thinking semis stories is done will be in for a major surprise in August as multiple semi companies from $AMD $SNDK $ALAB $AAOI that report this week and many more next week that will re-iterate how big the AI story and spend is. The de-leveraging happened right at the beginning of their earnings report. If you think the MM didn’t play you or if you turned bearish you fell for it. Now watch August tear your bearish stories and you turn bullish late when the tutes have already bought in and again you start chasing. Seen this cycle many a time.
Yes. A few interesting ERs next week (AMD, SNDK) to keep an eye on.
That was me when I dumped Micron at 124. AMD at about the same price. I can go on. Glad I took a few for the team, I guess
In this environment, only buy stocks that have a clear & direct thesis with sex robots ✅️: Micron, SanDisk, Seagate, Western Digital, SK Hynix, AMD 🚫: Apple, Roblox, Reddit, Coinbase, Robinhood, Teladoc, UPS
I bought AMD at about $2/sh and exited at $16/sh. I'm still happy with the decision I made, but it is weird to look with hindsight. I also have bought many, many investments for the same reason I bought AMD which later went to a massive loss.
So how do you evaluate Nvidia, AMD, Intel, AVGO (Check PE RATIO for them). Old memory cycle before AI and after AI is different. Market started realize it is the same value as like GPU producer.
I am smarter than the market. I bought the google dip. I bought the AMD dip. I bought the MSFT dip. I BOUGHT THE GME DIP. I AM SMARTER. No i will not post my loser stocks.
I have similar approach as OP, meaning roughly half etf, and half hand picked, closely followed stocks. My life time average is also similar to OP, beating the market by 2 to 3 percentage. I have been investing 20+ years. People say you can't beat the market, even pros cannot. That is a lie, I can tell you that. I know two money managers, and while they fail to beat the market for their clients, they have almost always beat the market in their own personal accounts. The reason is: there is no management fee, and you do not have to explain your move and justify it every few months. Like currently my account has 20% Amazon, and10% AMD. I held them for over 18 months now, and plan to hold for another 5 years. I am not going to get into argument with anyone whether it is a smart or stupid decision, but I am happy I don't have to explain my decision to anyone. The thing with index etf is, you own a lot of sleepy, do-nothing companies, together with the brilliant ones. Cheers.
**BanBet Lost** — /u/Molten-Helldiver (1W - 2L, 33%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $491.67 → $500.00 | +1.7% | 1d | Lost |
AMD might pump it if it hits above $500 but doubt it
I clearly gave the exact time frame January 2021. It wasnt just GME it was 50 stocks. Other stocks locked out during that time period were RYCEY, AMD, SBUX. I actually looked it up and [there were debates](https://www.reddit.com/r/Amd/comments/l8xbqi/robinhood_limits_buys_of_amd_stock_to_1_share/) about how this was legal back then too. Still no idea how it was allowed.
When I was a freshman in High School (early 2010s), I had to do a stock trading assignment for Civics. My parents are moving out of my childhood house and into a new place with my girlfriend and I, and I'm helping with packing everything up, and I found the notebook I had my notes from the assignment in. I had essentially added anything to my "portfolio" that had anything to do with gaming. I had 1000 shares of NVDA, 1500 shares of AMD, 250 shares of INTC and TTWO, and then a couple of other small ones because I needed to diversify). I just about killed myself when I did the math on that (50k starting balance originally for the assignment, worth about $8.8M now, with about $20k in dividends paid). At least I never actually OWNED those shares....
So new deepseek is at opus 4.8 level at \~20x lower cost... Here's what it means according to AI. it will trigger Jevons' Paradox: lower cost per token doesn't kill total hardware spend, it drastically expands the addressable market for deployment. | Ticker | Primary Driver | Short-Term Impact | Medium / Long-Term Impact | | :--- | :--- | :--- | :--- | | \*\*META\*\* | Open-source strategy validation + lower inference overhead across billions of app users | 🟢 Bullish | 🟢 High Margin Expansion | | \*\*AMZN\*\* | Slashed deployment costs drive massive customer volume growth on AWS | 🟢 Positive | 🟢 Strong Cloud Growth | | \*\*MU\*\* | Mixture-of-Experts (MoE) architectures remain bottlenecked by HBM & high-speed memory | 🟢 Positive | 🟢 High Structural Demand | | \*\*AMD\*\* | High-memory bandwidth GPUs become very attractive for budget-conscious inference nodes | 🟡 Volatile | 🟢 Market Share Gains | | \*\*NVDA\*\* | Potential CapEx slowdown fears vs exploding long-term global inference volume | 🔴 CapEx Uncertainty | 🟢 Volume Re-Expansion | | \*\*SNDK\*\* | Dataset caching and local enterprise model storage requirements | ⚪ Neutral | 🟢 Mild Positive | | \*\*NBIS\*\* | Lower unit compute pricing compresses margins unless utilization scales rapidly | 🔴 Pricing Pressure | 🟡 High Volatility / Opportunity | | \*\*INTC\*\* | Slower hardware adoption relative to ARM/Nvidia server architecture | ⚪ Neutral | 🔴 Structural Lag | \*\*TL;DR:\*\* The market will likely freak out short-term over potential GPU CapEx cuts (hit to NVDA), but long-term, ultra-cheap inference accelerates enterprise adoption and hugely benefits Hyperscalers (META, AMZN) and Memory (MU).
I remember when AMD floated between $2-4. Holy shit that run up was insane and I saw too aggressive selling on multi hundred percent gains. Still had some shares from that range as late as 2024, but they're gone now.
My flair used to be “AMD to 90” and I wish I still had that account. Fucking auto mod. This was when AMD was about 70 and people laughed at the thought of it going up. Advanced money destroyer how far its cum
Yes, I got around 1/3 of the virtual gain in past few months with OTM CC. I intend to take the original MU/AMD/INTC shares with me to the next world. Don't need the M in this world.
Everything goes up and down! Even blue chips! Fundamentals never changed! Everything moving in sync is annoying lol, like AMD, intel, mu, SNDk, Hynix, etc etc. One crashes others follow.
Need Bill KOSPI, AMD and Sandick earnings to pump dram to 60 by Friday or else I lose my house 💔
I cannot see AMD going up. Theyre giving their gpus away for free to Anthropic and OpenAi.
Until one day nvda does an AMD and goes to 500 and you’re up to 6m
Why are so many people negative about $MU it can easily hit 1000 by end of next week.$SNDK and $AMD earnings coming up which will be cataylsts
AMD Earning is on Tuesday next week. If demands for AMD's products are high then it just confirms there is still room to pump A.I. We just need to fix Iran war....
NVDA: yes, especially at this price AMD: probably, but forward P/E is getting slightly sketchy. Earnings will probably determine if they can maintain this price for another quarter, but I wouldn't be surprised if it drops even with a full beat
Eh. I'm betting we end next week green after SNDK and AMD earnings boost us a bit, but then the week after will probably be red
All the news about memory lately, but AI hardware stocks like Nvidia and AMD still looking good or not?
**BanBet Created** ▲ | **Record:** 5W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $520.00 (above) | $479.74 | +8.4% | Aug 3, 11:44 PM |
Ideally, you want to link the racks without cutting them in the first place. AMD is taking a different approach and has more HBM per rack vs NVdA. However, its next generation GPU is more expensive
you know if SNDK goes up, MU goes up and AMD also lol
Which of these AI/software/space stocks will have a high possibility to crash after ER next week? and why? ANET, AMD, ALAB, WDC, SNDK, APP, NET, DDOG, TEAM, OKLO, SPCX
I have held AMD and NVDA for over 20 years. This is different, quite different. The demand is escalating because of new things, not just PCs, servers and playstations. Robotic automation, AI ...
AMDs run is almost identical to NVDAs. Massive rally into flat for a while, everybody thinks it’s done for and goes short only for it go on another face ripper most likely. The graphs are borderline identical when you look at them. AMD is just still in the early stages of its run.
Sold AMD for a 60K profit this morning at 513. Had a feeling a drop was coming
Monday will be brutal I imagine. Thank god I took profit on AMD when it rejected the daily 50
TF happened at close to AMD
Really depends on ER's this week. AMD, SNDK, WD, ON will impact market / sentiment.
Shorting AMD today worked great!
out of cash, one finally yolo. AMD 500C
AMD will become Advanced Money Destroyer once again!
Way otm AMD puts for earnings
AMD up 13% or more after earnings or during the earnings day mark my words
Nope I bought AMD calls right around the LOD of NVDA/MU chart, so it will crab until expiry. Sorry
Not yet my AMD calls need to be saved
AMD, daddy is telling you its ok to go to $500
I bought 25K of AMD at $2 and sold at $8 thinking I was the next warren buffet would be worth 6.2M at $500 p/s ...
Should I short AMD again?
yeah Are you planning to bet on AMD?
AMD kicking my ass rn. have done nothing for like 3 hours. Theta giving me a rimjob
I hope no one actually did this. I did buy AMD calls but for 8/10
Was up 400% on my AMD calls at open and saw a few people say it's running to 550 so held like a greedy asshole and now it's down 80% lol
What’s a good options play for a beginner, looking to spend around $30,000. AMD?
It's mainly AMZN, GOOG, MSFT, META, NVDA and AMD holding the SPY up today.
Anyone playing AMD for next week?
I didn't sell my AMD calls at open because I had an appointment. Pretty sure I am fucked.
**BanBet Created** ▲ | **Record:** 1W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $500.00 (above) | $491.67 | +1.7% | 23h 60m |
Bought my AMD calls for 8/10 during the lowest part of the dip...you can go up now baby
So let me get thgis right. GOOGL up 4.5%, AMZN up 15%, MSFT up a %, AMD up %, META up %, but SPX is red.
so AMD Calls for next week? SNDK next week too?
Up 400% on AMD calls at open to being down 60% 30 mins later. Sickening
What a nice short opportunity on AMD
The run back up to retest the daily 50 on micron and AMD was almost too obvious. Sold at 513 on AMD this morning.
If AMD drop ways below 500 is a good sign
AMD fomoing as well
AMD go back under 500
Puts on AMD and hold through weekends
Eh, maybe September, depends on how AMD/SNDK earnings are next week
If we just look at AI cloud, Anthropic is already [profitable](https://www.bloomberg.com/news/articles/2026-05-20/anthropic-on-pace-for-first-profitable-quarter-as-revenue-surges?sref=bfOgeztH#:~:text=The%20Claude%20maker,559%20million%2C%20said) and their ARR is apparently already [47B](https://www.anthropic.com/news/series-h#:~:text=rate%20revenue%20crossed-,%2447%20billion,-earlier%20this%20month). That said, the actual numbers from all the circular financing between fabs, hyperscalers, and labs will likely never be clear unless someone goes public. For the hyperscalers themselves though, the last news cycle was questioning profitability overall, but this quarter we are still seeing strong earnings and more ways to monetize rather than just selling tokens. \[Marriott\](https://www.prnewswire.com/news-releases/marriott-international-introduces-ask-bonvoy-a-new-ai-powered-search-experience-transforming-travel-exploration-302801647.html#:\~:text=Google%20AI%20Mode%20travel%20product%20and%20with%20Open%20AI%20on%20its%20Ad%20Pilot%20Program) and \[IHG\](https://www.ihgplc.com/en/news-and-media/news-releases/2026/ihg-hotels-and-resorts-launches-ai-conversational-search-across-its-digital-channels-transforming-the-guest-experience) are both working on AI direct booking. Now we will probably wait one to three earnings to see whether MAR and IHG actually see better earnings. But Google is gonna ads and Microsoft is gonna Sharepoint/Dynamics. On the hardware, [Haswell E5 2673 v2](https://www.intel.com/content/www/us/en/products/sku/79930/intel-xeon-processor-e52673-v2-25m-cache-3-30-ghz/specifications.html) actually only pulls 110W from the socket and a typical two numa node system draws about 500W at the upper end. This type of systems can be very easily air cooled. A [B200 system](https://www.nvidia.com/en-us/data-center/dgx-b200/#:~:text=System%20Power%20Usage-,~14.3%20kW%20max,-CPU) singlehandedly pulls 14kW and it needs to be watercooled. They may "degrade" at different rates physically but regardless whether you use the four or six year depreciation timeline, and for that Azure VM you are effectively running it for free (less the electricity). Also AMD does cite a [5-7 year](https://ir.amd.com/news-events/press-releases/detail/1239/amd-unveils-5th-gen-amd-epyc-embedded-processors-delivering-leadership-performance-efficiency-and-long-product-lifecycles-for-networking-storage-and-industrial-edge-markets#:~:text=Additionally%2C%20AMD%20plans%20to%20extend%20design%20lifetime%20operation%20targets%20from%205%20years%20on%20currently%20sampling%20AMD%20EPYC%20Embedded%209005%20Series%20CPUs%2C%20to%207%20years%20for%20production%20SKUs%2C) number so if we can comfortable run chips into the decades, the 4 -> 6 year accounting change have a point.
Cheapest thing I have found is something on Amazon that has a AMD 780m APU. Usually $300 barebones. If it has Oculink, an external GPU can be added, but I have found the 780m very sufficient for 1080p gaming. Not my main rig by any means. Been using a laptop with an i9 14900h and RTX 4090(laptop) for two years now. Got it for $2699 way back when. Runs a bit hot even with a cooling pad, but has been solid overall.
AMD looks good to short again
AMD up 20% in 24hrs. Make volatility great again.
AMD up 20% in 24hrs. volatility isnt going anywhere. the days of a simple uptrend, week after week are gone.
Odte calls on AMD. Shit's gonna rocket back up to its $550 area
Just the added layer of supply chain risks but the hardware you’re referring to are mostly design houses (NVDA, AVGO, AMD,SNDK) so their margins are far when supply is constrained. MU obviously makes their own and that’s allowing them to increase supply over time. Margin compression is a real threat to these companies though. AAPL is acknowledging that now with memory prices pushing up their BOM costs.