AMD

mx5plus2cones

*People who usually buy a house to settle down arent prioritizing mobility. It's generally a bad idea to buy a house if you arent going to be living there for 7-10 years. * The majority of the people arent that savy when it comes to personal finance. They arent going to be thinking about doing a cash out refinance at 3% on their primary to try to arbitrage the equity pulled out into a higher return investment. At most, they will follow "conventional advice" and try to pay off the loan early. That isnt a bad thing, it's just not the best thing one could do. People who think about arbitraging the equity in their primary home (like me) probably also have an above average understanding of how investment returns and risk work.... We arent going to be taking the $750k and trying to put it all in AMD or Nvidia to get that 5x return.. We understand very well that to win this game, we only need to beat a cost of 3% by 3-4%, so all our investment decisions are going to be safeguard and mitigated for taking more risk than we actually need. We dont "need" to after the high flyers.... All we need to do is park some money in ATT and Verizon when the price was a bit low, and lock in that 7-8% dividend that they pay.... While also putting some of the rest of the money in lower performing CD ladders in case the stock market goes to hell for a few years. The higher risk speculation would be done with other funds elsewhere, not the equity that was taken out of your house. Every dollar invested should be categorized into risk categories. Some dollars should be earmarked for low returns and low risk, just to beat a low cost loan... Other dollars that have no debt obligations that you suddenly got (like a bonus at a job) you can take more risk on sunce you werent counting on it anyway... And theres different shades of risk/reward in between the two endpoints , depending on the purpose of that dollar and how you got it

SpecificSufficient68

Haha right, space stocks are probably the only things in my portfolio that I genuinely care about and enjoy. My other stocks (GOOG,AMD,etc) I don’t care much for, I just see them as a tool.

Aggravating_Ad_8453

yes, I just sold all my AMD to load MSFT, cost basic also $400. When ppl hates, it's time to load. Not sell my GOOGLE yet, cost basic $150.

OsamaBinBrowsin

Advanced Micro Sevices (AMD) has proven to have great eWar fighting capabilities and equipment. Just ask out enemies on Battlefield and CoD!! - Osama Bin Pumpin’

bjxxjj

yeah not surprised at all, feels like every AI headline somehow leads back to TSMC printing money lol. as long as Nvidia/AMD keep pumping out chips they’re basically the toll booth. just hope capex doesn’t get too crazy if this hype cools off.

chromevfx

!banbet AMD 250 3days

Intelligent-Claim193

#Banbet AMD 250 3d

VictoriaAutNihil

Left it alone. Instead added to AMAT, AMD, MRVL & NVDA from last April to the end of '25. Have now been adding ORCL, CSCO and will see if PANW heads lower and then add to them as well.

Bagholder147

I bought AMD calls and MSFT calls

Couchfar

Hearing all this negative sentiment on microsoft across the news, in reddit threads, i literally just bought because of it. not even questioning it this time, people were yapping about AMD in a similar way.

Specialist_Exam_8433

Not TSM specifically. But 1 hr before close on Wednesday I am buying both AMD and AVGO puts, probably a month out.

svpa3991

Microsoft being talked about like it’s AMD a year ago. Which means puts

DayOne117

Same with AMD but happy I held.

Impossible_Gift8457

I'm betting the opposite, bought a shit ton of AMD (risky bet at such a high)

le_pedal

Been sitting on 300 AMD shares since $100, feeling pretty toppy do you think I should sell?

Impossible_Gift8457

You think you'll make money if AMD falls over the weekend?

crusading_angel

AMD had me sad for the longest time. Bought 100 shares in march 2022 and 600 shares in December 2024. Now sadly my largest position with nvda and tsm behind lolol.

Nic12312

The retail 🐑 said the same thing about AMD when it was below its 200 weekly MA. Typically, when quality names are below this level, it’s always been a solid buying opportunity 6 months out. Do your own research though…

VictoriaAutNihil

When the chip shortage from a few years ago was in full bloom and you couldn't even buy a new car, I started buying AMD, AMAT, NVDA, MRVL, MU. So far so good. I'm no Harvard Business School grad, I played a hunch and it's payed off. It could have bit me in the ass, but it's not as if I was buying unknown dot.com crap like in the 90s.

Snotspat

AMD Epyc CPUs are in high demand, I assume you Nvidia is the competitor?, doesn't beat them there. Nvidia is 16 times more valuable than AMD, AMD doesn't need to take much of a market share in AI to double.

barrel4barrel

I’ve been buying TSM AMD SPY the last two weeks before the taco tuesday so i’m chillin. Welcoming a pullback on any weekend shakeup. Would help if you put a timeframe on your idea, I like to take swings a quarter at a time.

Zealousideal-Plan-66

If someone needs chips, but doesn't need the best chips, maybe AMD is a better option for them than NVIDIA. As long as NVIDIA chips keep being sold out there will be some catalyst for AMD to keep growing too.

MutaliskGluon

Point A of the triangle: NVDA, AMD Point B: CRWV, NBIS, IREN Point C: AMZN, META, MSFT, ORCL Havent seen an IREN deal in a while or AMZN. Maybe one comes next week or the week after.

grantern2

I went long PLTR and short AMD. PLTR is down and AMD is up. Very cool

Illustrious-Coat3532

AMD is booming. Load up.

OverleveragedandDumb

Oracle is a ticking time bomb - If they recover you could make a ton of money, similar to AMD back in the early 2010s. The problem here is the debt. Oracle is SO debt laden with major competitors looking stronger and OpenAI looking weaker everyday. This is a boom or bust play and TRULY some casino shit. Honestly OP just sounds like someone trying to unload their bags while running for the door.

gamersEmpire

AMD still pumps lol

silverfutes

NVDA sucks, AMD & AVGO are up 20% this month. Leather jacket boy barely breaking double digits. Sad.

dabblesest

At this point I’m afraid to ask, but why is AMD up so much? I’m long, but I just bought some puts.

onDetop

legacy chip makers been on fire recently, $INTC $AVGO $AMD $ARM all getting action

WasPunished

another fucking 5% AMD day because why the fuck not, not like it's had one of those every day the past week

stickman07738

**DId not say anything about timing the market.** My strategy works for me. You many not like it but here it is For my downside strategy, it is simple - if I loses \~15-20% of my original investment dollars, I am out and ask what did I miss or were there any over-riding events (war, terrorism, ..). I will continue to watch but rarely do I average down as I view this as throwing good money after bad. You need to remember if you lose 50%, the stock needs to double just to get to even (that just does not happen often). For the upside (makes sure you have a price target based on your DD and actively monitor), I typically sell 1/3 or 1/4 if it grows 25-50% (no harm in taking profits). If it doubles, I sell half and let the remainder ride as I view these as "free" shares from my original investment dollars. They become part of "hold and forget" portfolio that I only tap if I need the money for a big purchase (car, home remodel, vacation...). Today, my "hold and forget" include HON (\~$30), META ($19), AMD ($2), GE ($6), LLY ($60), BRK.B ($101). HON is my largest individual holding in the high 6-figures today. For my downside strategy, it is simple - if I loses \~15-20% of my original investment dollars, I am out and ask what did I miss or were there any over-riding events (war, terrorism, ..). I will continue to watch but rarely do I average down as I view this as throwing good money after bad. You need to remember if you lose 50%, the stock needs to double just to get to even (that just does not happen often). My most recent addition to my hold and forget portfolio is INTC. - I loaded up on it in the $18-19 range because it assets were greater than it stock value. Slow and steady wins the race. Avoid FOMO and YOLO. Good Luck

mrginger1987

My brother and I were having a conversation about AI and he follows the big players (NVDA/INTEL/AMD) in the chips space. The contracts were relatively cheap and it was actually just lucky timing. Within ~2 weeks NVDA and the government announced investments.

vagabond_primate

Where is the AMD top? Having a good run, but it never lasts.

RepulsiveDisaster671

AMD rippin ‘

jiggolo420

The market knows AMD will be a trillion dollar company. That's why it pumps so much harder than NVDA these days

MartianSpaceCat

Intel is probably pumping, because daddy AMD is skyrocketing.

Impressive-Mud-3362

So AMD going back to its highs, I have learned it to hate it so much over the years that I didn't even consider calls

Ok_Support_6454

AMD giveth and AMD taketh away. We're on the former now.

dabblesest

Did all of you buy AMD puts this week or something?

dabblesest

I’m not sure why AMD is pumping so hard and at this point I’m afraid to ask.

Starkfault

I’m not buying AMD. Fool me nine times, shame on me.

neilr3ddit

AMD up 21% in 5 days. Is this for real this time? Bag holding at 261..

ZackZeysto

AMD most short term time-chart overvought (daily, 4h, 1h, etc.)

definitelydonatello

Holy shit what’s the AMD news??

chromevfx

AMD should be on the board last 3 days.

dabblesest

Damn AMD, my shares love it, but I think I need to get some puts here.

Afghan_Whig

My first purchase was AMD. I brought in around $10, and then sold around $13 to "lock in my profit". Lol. 

RepulsiveDisaster671

AMD 300

LeakMyBigBowls

AMD, META OR AMZN gonna pop off tomorrow.

CeleryApple

Purchase in this sense is purchasing the service. The hardware is owned and managed by AWS. You are essentially leasing the capacity, and at the end of the 3-year term, you must either renew or return the equipment. Outpost is really meant for high security/ sovereign requirement where data can not leave the premise or super low latency requirements. Besides the rent you pay, you are responsible for the power, cooling and floor space cost. Which can be significant depending on where you are. It is also highly susceptible to utilization. The cheapest way would be to go on demand + mix instances but from my own experience with p5.4xlarge you will run into capacity issues on demand as bigger customers are buying up all the GPU capacity. They can't even keep up with the demand as it is what makes you think that they have more to sell on the side? AMD and Nvidia sell most of their AI chips to large hyperscalers and companies (Amazon, Google, Meta, Microsoft etc). These are not the type of companies that will go with AWS Outpost. I really don't think what Jassy was referring to here is Outpost.

Rockatansky77

Follow your gut. Microsoft will be around for a long time to come. Apple tanked and bounced back. Amazon is finally rising, Google too. I sold Carpenter Technologies and AMD with big regret awhile back.

_zir_

Been holding and DCAing through it all. I am confused why its down so much but have no problem holding. Been through this rodeo with AMD several times.

cbusoh66

INTC now has deals NVDA, TSLA/SpaceXAI, Google, and Softbank's SAIMemory Still to be announced: AAPL, AVGO, QCOM, and possibly AMD

Elons-Musky-Balls

AMD will be above $300 in the next 6 months. Don’t shoot the messenger

raptorsfan93849

I think the next few months AMD goes on a big run to mid 300s.

raptorsfan93849

I personally think AMD is going to be 600 a share end of 2027 at latest, 1000 by 2030.

navariani

I bought 20k worth of AMD for 70$ per share, while all the regards here well calling it Advance Money Destroyer and bla bla. Guess what? I ignored these regards and kept my share. Sold everything once AMD hit 230$ per share and made almost 50K pure gains!

sir_dreads

Been watching AMD JPM and AMZN for weeks, could have been sitting on at least 30k right now

milkywaygalaxy71

AMD calls. $250 incoming

doctor-soda

the merit of these chips seem to be on bang for bucks. I am not sure if they will be direct competitors to the NVDA/AMD GPUs.

le_pedal

AMD flirting with $240, nice

MartianSpaceCat

Intel has numerous fabs, unlike AMD. They literally manufacture and package their own chips.

ShadowCatZeroMeow

Wild how Intel ‘s market cap is only 70 million less than AMD

AgitatedJump8459

Wtf is up with AMD

CanadianAbroad7

I would not throw AMD into that group rn personally

Charming_Raccoon4361

adobe, crm, servicenow, estee lauder, elf, nike none of them are good or better than msft. I agree with Meta,. Amazon, AMD, nvidia though

raptorsfan93849

Meta,. Amazon, AMD, nvidia, adobe, crm, servicenow, estee lauder, elf, nike.... but yes Microsoft is a great deal but not the best in the market right now. but it is definitely up there!

CeleryApple

Exactly. Why would another hyperscalers or most AI startup want to buy amazon chips when they can literally pay AWS to rent it out, paying for only the time they are using it. Right now the AI chip market don't need another big AI chip supplier. It is currently limited by available power, memory supply and fab capacity. Even if Amazon decide to offer its chips on sale, it would be 3 years out, because most of the memory and fab capacity is already bought up for the next 2 years. Any commitments to a big customer eats into the supply of chips that AWS will get. It makes no sense for them. He is only saying this to try to get a better deal with Nvidia or AMD on their AI offerings.

potato111a

Hello, MM. I would like to return these AMD $220p, they aren't printing. Thanks.

doctorqaz

AMD pumped AVGO pumped META pumped AMZN pumped MSFT dumped lmao

that_noodle_guy

They already do though? You can buy AMD/NVDA cards on amazon

OptionsProOfficial

Paper trading is basically lying to you on this one and mid fills on multi-leg structures in single names are more of a best case than a baseline. SPY and QQQ you can usually get within a cent or two of mid if you're patient, but AMD, MU, and ARM you're often giving up $0.15 to $0.30 just to get filled, which is a real chunk of your max profit on a butterfly. MSFT is probably the friendliest on your list but even there I'd set expectations at mid minus $0.05 to $0.10 on exit rather than assuming mid. The only real way to know for your specific setups is to start logging actual fill vs mid at entry and exit separately and patterns show up fast once you have 15 or 20 trades in the book.

iShitBloodandCumShit

I thought the NVDA/TSLA pump was extreme. INTC is absolute insanity. Sure, the chart says long term breakout but the company is actual garbage compared to AMD 😂

rollinhating

Whats keeping AMD alive..? Its constatly green when everything is red

Intelligent-Claim193

Of course AMD doesn’t wanna be red today even to SPY IS DUMPINGG Lisa you bastard

JohanLiebert92

i forgot AMD has its earnings soon, ffs no wonder I played this shit wrong

Intelligent-Claim193

#I swear AMD will dump so hard and I will be a part of it when it happens

spellbadgrammargood

Jesus Intel is at 60.. Did those deals with AMD and Apple even happen?

Strig1

AMD sells the best chips for AI and agentic AI is very CPU heavy workloads. NVDA is definitely well positioned, but AMD does have something else to offer

Meeting_Ok2

AMD green is criminal

Intelligent-Claim193

INTC had the partnership with Google but AMD is the one that reacted to the news smh fuck the charts I’m working ot at Amazon

Intelligent-Claim193

wtf is AMD doing

Intelligent-Claim193

Can someone explain the AMD pump and dump rn

Leaguefizzics

Wtf is going on with AMD

ICantDive

!banbet 10% 1 week AMD

ICantDive

!banbet AMD 15% 1 week

Locke_____Lamora

I'm in LITE, AMD, TER, NBIS. Gonna be a good day I think.

Intelligent-Claim193

How much you wanna bet AMD will go immediately to green at market open

Fkn1v1mem8

My AMD calls gonna print? Got 240s for Friday

Typical-Layer-1253

My AMD been 🚀 🚀 🚀

JohanLiebert92

i have basically 2 days to salvage what's left of my AMD puts which are down -78%, so I need like a 15 dollar drop, if anyone can do it, it's AMD but I know it's had enough of getting beat up amen

Flashy_Criticism_571

Where’s the AMD bagholders at?

yuckfoubitch

Think about the Greeks of your position. These options expire in like a month, you’re short the 230 and 240 and long a wing and an ITM call. If you delta hedged this you’d basically be short a broken wing iron condor (put call parity). Would you expect it to be worth close to zero right now (where you’d make max profit) or would you expect it to still be with something since there is still over a month until it expires? If AMD sits here for the next 5-6 weeks then you’ll collect theta and make some money, but right now you’re just short the ATM gamma and Vega and hoping the stock doesn’t move

Consistent-Heart2949

What you have missed is that these options expire in May they are not anywhere near max profit because that would require them closing at a set price in May. Clearly no one knows what price AMD will be in May and the contracts won’t hit max profit until then

Nutkohkoh

I have edited my post to indicate that AMD was trading at $203 when I initiated the trade. Could you please elaborate on "lots of factors"?

Unusual_Principle536

In my exp AMD is very volatile. It can go up or down 15% within 2 days. If you don't need that money now keep it. Wanna gamble to sell now and buy back lower? You can and there's a good chance you will have opportunity this week.

LongTermStocks

AI Stocks are super bullish $AMD $INTC $NVDA $MU $QCOM $AVGO The artificial intelligence boom is reshaping the semiconductor industry at an unprecedented pace, prompting analysts to significantly upgrade their outlook for the sector. Bank of America now expects global semiconductor revenue to reach $1.3 trillion in 2026, a sharp $300 billion increase from its prior estimate just four months ago. The revision underscores how rapidly demand for AI-driven infrastructure is accelerating. At the center of this surge are companies powering AI compute and data centers, including Nvidia and Broadcom, which continue to dominate the market. The expansion is being fueled by growing demand across compute, networking, and memory, as enterprises and cloud providers race to build out AI capabilities. Analysts now project the semiconductor industry could reach $2 trillion by 2030, implying a 20% annual growth rate—more than double its historical average. Beyond chipmakers, the opportunity extends across the broader ecosystem. Firms such as Advanced Micro Devices and Marvell Technology are positioned to benefit from AI compute demand, while equipment suppliers like Applied Materials and Lam Research stand to gain from increased manufacturing complexity. Even software players such as Cadence Design Systems and Synopsys are emerging as “picks and shovels” beneficiaries of the design phase. However, the outlook is not without risks. While AI-related segments are expected to grow sharply, traditional markets such as smartphones and PCs remain weak. Companies like Qualcomm continue to face pressure from sluggish consumer demand, highlighting a growing divide within the industry.

WelcomeRevolutionary

Obviously AI written article with completely misleading info. eGPU configurations with AMD cards have [long been supported on Intel Macs](https://support.apple.com/en-us/102363) It’s cool that such support is now being extended to Apple silicon devices, but this isn’t any kind of shocking news or a big departure for Apple.  The lack of support for NVidia GPUs has been because NVidia hasn’t been interested in supporting the Mac with drivers. 

andytobbles

AMD and META are strong Jesus