Reddit Posts
I think AMD just became a LEGIT long term BUY
Industrial Picks-and-Shovels Compounders like Amprius, Ouster, Allegro Microsystems (also Nvidia, AMD, ABB etc.)
Nvidia, AMD want Trump to keep their chips flowing to China
AMD acquiring Fei-Fei Li's World Labs AI firm in deal worth $8.2 billion
CYV: $13m market cap, $30m cash, no debt, fully funded to human data catalyst
Top stocks hitting 52-Week Highs/Lows - September 25, 2026 📈 📉
I love that you can see my divorce, my layoff, and when I discovered options on AMD.
Top stocks hitting 52-Week Highs/Lows - September 24, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - September 23, 2026 📈 📉
The AMD / OpenAI deal is a literal 100% cashback deal now
My Earnings IV crush story on MSFT and sharing October data
Muse is No. 1 on the App Store. When does that show up in Meta’s numbers?
I have completely fucked up by waiting until 24 to start investing.
Wait, the AI CPU trade just blew up this week — Meta jumped 11%, ARM surged 17%, Intel and AMD both posted double-digit gains, even Nvidia climbed 2% even after running hot for months.
Top stocks hitting 52-Week Highs/Lows - September 21, 2026 📈 📉
AVGO is lagging the entire semis rally. What am I missing?
I was completely fine losing my AMD shares until it almost happened
AMD hits $1 trillion market cap as stock continues 5-day rally
Meta Muse just hit No.1 on the US iPhone free app chart 10 days post-launch — and the real play here isn't just the AI hype, it's what it means for the CPU market.
I ran a 0DTE iron condor through a prop firm's $50K eval rules. 78% win rate. Pass probability: 34%
Intel's 14A Process Is Currently Being Evaluated By Amazon, Apple, AMD, Google, Tesla, Microsoft, NVIDIA, And Qualcomm
Is Qualcomm actually capable of building a $15B+ data-center business, or are we underestimating Nvidia/Broadcom/hyperscaler competition?
Good luck to all AMD stock holders
Why I Think Synopsys and Cadence Look Cheap Today (Relative to Where They Were)
Huawei debuts 11 AI-related chips in challenge to Nvidia, Intel, AMD
GPT-6 Astra is the start of the loop transformer era. AI hardware stock winners and losers.
Someone who lived through 1999 dot com crash...
Is a september Market Crash Something I Should Be Worried About? Need Advice
New investor with META, GOOGL, AMD, SCHG & PG — Should I take profits if September crash fears are real?
I do not have faith in the US dollar to not lose large amounts of value in the coming year(s). I want to hedge against this through digitally held assets, and non US companies. What are some methods to invest outside of it
Dell's $47B AI Supercycle Quarter: Full-Year Guidance Raised to $192B
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
I could have had $844k in the bank at 21, but I didn't follow my instincts. Anyone else with similar experiences?
Will Qualcomm CEO get the boot in this AI race?
White House Weighs New Round of Chip Tariffs - Politico
From almost blowing up my $80k account to now 3x original investment.
The AI Trade Part 2: How to play the current Market
Mag 10 (mag 7 plus AMD, Broadcom and Micron)
Semis Are Green Again, But I’m Watching What Happens After Nvidia Earnings
Intel is the only red on the entire chip watchlist today lmao
Took a ride on the regard bus to Wendy’s, was just about to start training
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Looking for different perspectives, sell or reduce my position in AMD.
Mentions
AMD I know you’ve been doing a lot lately but imma need you to go to 700 by EOW kthxbye
From Sep 3rd to Sep 18th AMD went up almost 50% lol what the fuck
People are just bad with numbers coping and oblivious. Like I'm arguing in another thread about how bad it is for AMD to buy a startup w 50 million in revenue for 8 Billion and I get voted into the negatives.
AMD and IOVA it’s put-ie put time
Nvidia and AMD: “We support national security.” Also Nvidia and AMD: “...but can we please keep selling to China?”
Circular economy, NVDA or AMD sells them the chips, gets shares in their company 😂 books the sale and the share price of Anthropic increase
yesterday +150% on AMD calls today +100% on BE calls this shits too easy bruh
I think it was a mistake for AMD to buy World Lab
The only thing I know is that I’ve just invested 30 per cent of my personal fortune in NKE. Just yesterday. I made the mistake of selling AMD, INTC, MRNA, NVDA and AAPL too soon. This time, I’m going to believe that luck will be on my side, sooner or later… I’m going to be patient and uninstall my trading app
What a clown market lmao AMD is up because of a acquisition when the stock should be down but it was only down yesterday
Are most of you waiting for a pullback in AMD and do you think it will come before it hits $1000?
Best time to buy AMD puts
This article is talking about Nvidia and AMD wanting to sell chips to China... which isn't shocking whatsoever.
My AMD calls about to get smoked :sadsuit:
Pray for my AMD calls :noballs:
Cisco and AOL were real companies with real revenue too. They all got hammered. Here's the thing Microsoft had a P/E of 60 in 1999 and took 14 years to recover peak value. Microsoft right now is at 28 P/E. You can argue that's overvalued. But it's not what's going to cause a crash. In order for a crash you need a story the vast majority of people believe in. That isn't happening with AI. It isn't even happening with the general economy. Look at the companies that do have insane valuations like AMD and Marvell. Cut them in half and it's a fart in the wind. Broadcom got cut in half this year and the market barely blinked. And companion like McDonald's, Disney, and Pepsi getting the crap kicked out of them is more likely to cause a positive correction than a negative.
AMD leaps are the main play for this year.
I somehow don't like AMD acquiring Fei Fei Lee's firm, is it me or actually this deal don't make sense?
AMD incoming new all time high today
Wednesday if your ballsy, Friday is better. AMD over $600 is such a ludicrous buy given they dilute shares by 20% if these prices hold
I wonder if anyone’s noticed when the quarterly options expiring tomorrow were issued on June 30th, both Intel, AMD, and several other stocks hit their ATH. I think the next two days it dropped 10% a piece. I think they might be positioned extremely bearishly going into Wednesday but who knows, maybe the real selloff doesn’t come until after Wednesday
The whole post is conditional to ofcourse AMD acquisition actually going through 🫤
AMD puts $614 thank me later. Same guy that had the fat ass Tesla 0dte puts people were clowning for shorting a EV company during an energy crisis that inverses the QQQ. Yeah get a load of those retards.
Quick fact check before the DD: AMD didn't acquire World Labs for $8.2bn. AMD Ventures put money in as part of a $1B round back in February, alongside Nvidia, Autodesk &others. World Labs is still independent ( last valued around $5bn) (So the "AMD owns the robotics brain" thesis doesn't exist yet) Which actually makes your read weaker, not stronger: Nvidia is in the same cap table. If spatial intelligence becomes core infra, AMD DOESN'T get an edge overNvidia from this, they're both minority investors watching the same company
No shade on fei fei, she's one of the goats, but this is another shining example of AMD having less foresight than NVDA. Like, Isaac Gym was available in 2021 and you're presenting this move in 2026 as if it's genius. Its late and obvious and already dominated by NVDA.
The compute angle is what most people are missing. Wall Street prices companies based on revenue multiples and AMD just bought an internal roadmap for their own hardware division. The $8.2bn isn't just for the IP or the talent, it's for a permanent seat at the table when these simulation workloads get defined. Everyone's piling into LLMs right now and spatial models are just sitting there waiting to eat the next decade. Robotics is stuck in a loop of impressive demos that can't handle edge cases because nobody wants to pay for the physical data collection to fix it. Simulation breaks that cycle but it requires an absurd amount of parallel processing. AMD gets to watch exactly where the bottlenecks form and then build silicon specifically for that problem. That's not a typical acquisition, it's a feedback loop most companies would kill for.
I bought AMD at $120 and sold in the $400s. I was full ported and even i could recognize the run up had left amd severely overvalued. The news headlines will seldom remind you that AMD just hit $600, allowing meta and open ai to excercise their warrants. Of course this means AMD’s stock price has been artificially elevated and this is not due to true conviction. Essentially a trillion dollars in net worth has a vested interest to make AMD hit $600+ and it has. What comes next? 20% share dilution. Buy it here, yup yup
Damn, yea. If AMD gets lucky with this they just might be able to get what NVDA has had for >4 years. Lmao
AMD should invest in improving their dogshit gpus, it's crashing a LOT and nvidia just mogged them with dlss 5
The only reason I don't have a stack of gpus in my back office is that I won't pay the current prices. Everybody knows that AMD and Nvidia see the future of ai being local. Assuming that companies will pay long term millions per year to any of those services is absurd. When the rack comes down from millions to reality, we will all change the url to a local model.
As AI bubble is bursting, many things are changing day by day. Big AI companies delay IPO Many private equity redemptions sky high Debt load of junk bonds sky rocketing $META muse, how much revenue vs hype $NVDA $MU $AMD $MSFT $GOOG $AMZN need to fight Rogue agents to keep AI-vibe floating $SPY $QQQ Watch and wait
well the person posting might know less about the private company than AMD
Bruh ultimate epic battle simulator can get up to 22 million entities with an AMD ryzen 7 and a 5090 And you think it’s a bubble?
Wow that's that crazy that AMD's due diligence didn't turn up that the company is a scam. Tell me more!
Every normie now has a muse virtual machine bot to sick at things to their hearts content. Unfathomably bullish for Intel, AMD, ARM etc.
After looking at their website and exploring the "worlds" all I can say is hats off to the people successfully scamming AMD out of 8bn.
I remember a year ago I looked at AMD and it was $95 and the 2028 leaps for $300 were dirty cheap. I am the biggest pussy ever
You should have. Warhammer 2 was basically a tech demo for the time and one of the first major hints to buy AMD and NVDA
Wow clowns are buying AMD after it bombs off no news in after hours because they’re… you guessed it… clowns! It must mean Anthropic makes money and that SOXX won’t -5% again tomorrow surely LMAO
Oh shit retards are buying AMD after hours on a day where it dumps 5%. Must mean Anthropic makes money lmao
Intel has primarily been a CPU company. AMD was the only competitor and it was quite competitive between the two until the mid to late 2000s when Intel's illegal practices forced AMD to almost bankruptcy. Nvidia hasn't had a real competitor since like 2010 since AMD was just a ghost company until Zen came along.
The real kicker is, if you feel rich because your bank accounts are flush with cash, you're not really in danger of losing it if anything changes. But when a company feels rich because their stock price is high, they are very aware that this could be a temporary situation. AMD is throwing shares out like water. They gave some to meta on the promise that meta buy their chips. And now they're buying another company in an all stock deal. AMD must definitely feel their stock is overvalued and they're trying to get something in exchange for it, hopefully something that won't lose value. An exchange of shares for locking in a huge customer might make sense. But they're still throwing shares all over.
Best I got for this week is coattail calls for MU earnings. IV will be crazy on MU so check for lower IV on AMD, INTC, and AVGO. Whatever strike is selling for $0.69 for Friday. An MU blowout and raise will affect the broader competition and may not be fully priced in. Sell half at open Thursday and half at 3pm.
World Labs is pretty well known in the research community as a sham. They basically call their 3D gaussian splat scenes proof of “world models” knowing full well this has little to do with what the term actually means in robotics, which is an AI’s mental model of the world. AMD seems like a company that’s dumb enough to believe the hype though.
Hi AMD. Please buy $RDDT as well, preferably for $220 a share. Thanks.
One can only hope World Labs invests 8.2 billion in AMD, increasing shareholder value by a total of 16.4 billion. >!Two economists are walking in a forest when they come across a pile of shit!< >!The first economist says to the other “I’ll pay you $100 to eat that pile of shit.” The second economist takes the $100 and eats the pile of shit.!< >!They continue walking until they come across a second pile of shit. The second economist turns to the first and says “I’ll pay you $100 to eat that pile of shit.” The first economist takes the $100 and eats a pile of shit.!< >!Walking a little more, the first economist looks at the second and says, "You know, I gave you $100 to eat shit, then you gave me back the same $100 to eat shit. I can't help but feel like we both just ate shit for nothing."!< >!"That's not true", responded the second economist. "We increased the GDP by $200!"!<
> At 10 times revenues, to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends. That assumes I can get that by my shareholders. That assumes I have zero cost of goods sold, which is very hard for a computer company. That assumes zero expenses, which is really hard with 39,000 employees. That assumes I pay no taxes, which is very hard. And that assumes you pay no taxes on your dividends, which is kind of illegal. And that assumes with zero R&D for the next 10 years, I can maintain the current revenue run rate. Now, having done that, would any of you like to buy my stock at $64? Do you realize how ridiculous those basic assumptions are? You don't need any transparency. You don't need any footnotes. What were you thinking? P/S of a few picks: * RDDT: ~11.10 * AMD: ~24.54 * NVDA: ~18.16 * INTC: ~10.55 * SPCX: ~68.49 * MSFT: ~11.18 * MU: ~13.83 * META: ~8.37 (!) **What were you thinking?**
It’s a bit of a desperate play to diversify by AMD since Nvidia has similar internal labs for robotics, health, etc. It’s more akin to Yahoo buying Mark Cuban’s company in the height of the dot com boom
This is interesting play by AMD. They were an early investor to world lab so I guess they decided to bring it in house.
Lmfao I buy AMD put and they announced acquisition. Fack
Grabbed some AMD 550 lottos exp Friday
I just got some calls for AMD C620 Oct 02 hope this can fly later this week! currently is at $8.80
Long before GPU use for AI, GPU was primarily used for gaming and CAD. Both AMD and INTC (which at the time was substantially the largest of the trio) tried to challenge NVDA for top GPU and failed. NVDA has been undiputed king of GPU for 30 years. Not only that, but the NVDA solution is an ecosystem with both hardware and software (CUDA). For the past decade, AI was developed on CUDA platform. Yes that's right, long before ChatGPT blew up and took the word "AI" from science fiction to reality for the typical person, NVDA/CUDA had already become the standard for AI, you just didn't know it yet.
usually I regret taking profits early but I bought AMD $600 calls at $3.50 sold at $9.00 and now they're $4.75 today was a good day (:
So, I’ve listened to your sincere and profound recommendations. I just bought NKE, putting in over 30% of my entire personal net worth. I made a mistake with AMD, MRNA, and INTC by selling too early and lacking patience. I’ve just bought NKE and deleted the app. When NKE hits $64, I’ll get an alert and come back here to celebrate with champagne. I love you guys!!!
So, I’ve listened to your sincere and profound recommendations. I just bought NKE, putting in over 30% of my entire personal net worth. I made a mistake with AMD, MRNA, and INTC by selling too early and lacking patience. I’ve just bought NKE and deleted the app. When NKE hits $64, I’ll get an alert and come back here to celebrate with champagne. I love you guys!!!
\+150% on AMD calls bought the 600 calls (0DTE) @ $3.50 sold at $9.00 gg fucking ez
buying every AMD dip is a no brainer
if u wanna trade risk but also make money, do DELL > AMD > BE, those pay the most
I just need AMD back to $620 eod is that too much to ask??
Is the modern money printing era, is lost decade even possible anymore? During 2020, the global economy literally collapsed. 14.7% US unemployment rate basically Great Depression levels. But... SPY was mega green almost +20% that year. Even flash crash may be impossible as we pre-emptively inject money before anything happens. I'm still bearish with some cash just because things look so irrational and detached from reality. Such as AMD giving away $200B of chips for free to its customers. But I still can't justify less than being 80% invested.
AMD is that cockroach that doesn’t die no matter how hard you hit it.
NVDA makes largely standardized GPU's, AMD makes CPU's, Broadcom is mainly selling infrastructure software and ASIC's. While there is some overlap, I don't think all of the are necessarily competing in the way wall st makes it sound.
But if the boom continues, AMD and other chipmakers can price hike as well. It seems like Meta/Open AI are contractually locked into quantity rather than price. The estimates for Rubin have it at $40b revenue per GW but we've already seen both companies price hike in the past few months. Not saying you're wrong about the free chips but I'm skeptical that normal retail traders are fully understanding this deal.
The market is pricing in concentration risk, not a crash. Nvidia has the same 5 main customers as AMD and AVGO. Unless you believe all 3 of these companies are going to sell 100b in chips each to 5 companies that cannot generate 300b net profit annually (2 of which burn 20b a year and make nothing) then the right thing to do is stay out of the way or short any pop.
Keep this green forever, I need another holiday funded by $AMD
Usually people don’t understand it gets priced in before hand. I bought AMD at $120, when I was called advanced money destroyer. By the time it was called advanced money dispenser and people were willing to buy it, it was already $400-$500 lol. It gets priced in…
Yea. AMD locks in a major customer, and Meta can get 10% of AMD's shares for nearly free.
Meta pays cash for the GPUs, while the warrant gains are just on paper until AMD’s stock performs. Calling it "free compute" seems generous when AMD still gets a real bill.
AMD and MU aren’t even down 3% yet. Snoozefest
First video games doesn't move much in the way of revenue. Neither does Quantum computing since its theoretical. OpenAI is likely the loser here. But investing in Anthropic is smart. As far as the core business I don't see weakness. Shorting Microsoft is dumb. Going long on Microsoft is a safe thing to do. But don't see Nvidia/AMD like jumps in value.
That $200B is chip sales, not what AMD keeps. AMD only earns its margin on those deployments, while the warrants are a claim on future earnings. Compare margin dollars to stake value at exercise before calling the chips free.
Exactly. It's not like we're talking about shipping off the shelf GPUs. AMD and Meta co-engineered Helios.
might get 20 AMD puts expiring in one month,
If AMD is -5% today I’ll buy a RX 9070 XT and a 9800X3D
> I don't know if free is worth it, and to some extent yes the shareholders or the stock market in general are providing the financing. It is actually free though. In fact, assuming this bubble keeps going, it's not going to just be free. AMD will literally be paying OpenAI and META to use their chips.... Since the equity could soon be worth a lot more than the cost of the chips they are obligated to purchase. This reeks of irrational exuberance honestly, not savvy business deicion.
I don't know if free is worth it, and to some extent yes the shareholders or the stock market in general are providing the financing. But let's assume they basically are giving away the chips for free. I think in the current environment with compute constrained as much as it is, and unlikely to get better any time soon, there's a lot to be said about the fact that companies will not choose AMD to build a general purpose data center when it's just not a sure enough thing. They know Nvidia's chips and software will work. If you're spending a few hundred million on an AI training run you're not going to risk it on AMD. But only a few customers can really justify porting their system over to use AMD (Open AI, Anthropic, Meta, xAI, etc). Having other companies see them successfully use the chips and see a total cost of ownership being lower than Nvidia would be a big deal. Right now AMD is probably behind Nvidia, Google, and Amazon with regard to AI chips. They risk basically being squeezed out at least until compute is so ubiquitous that you can afford to go with something not as good to save some money. Anthropic basically helped prove that Trainium can work at a large scale but I'd argue they've handicapped themselves by using Trainium and being more compute limited than Open AI. But they didn't have the resources to build on Nvidia until more recently. Google showed their TPU can work as well with their own product. So going with the premise that the chips are either free or heavily subsidized, I think there's a reasonable business case to do it anyway, because you get included in the discussion. Now it makes sense to build an AMD based data center, if you can get Open AI and Meta as customers, and then you can sell the excess compute at a presumably cheaper cost to other companies.
Front page of r/stocks is literally filled with people arguing that AMD should give away their chips for free and it's a smart decision. AI cultists have utterly and completely lost their minds.
As Jensen has said, competitors could give away chips for free and it still wouldn't be cheap enough. I don't know whether this amounts to free chips or just chips at a discount, depends on how you value the warrants. But contrast it to Nvidia's deals where they get a piece of the customer when certain chip purchase/deployment obligations are met. It's probably still a good deal for AMD to simply get a seat at the table and maybe get people developing for AMD chips.
Stop spreading lies. Sure AMD may still get some benefit from this deal. But it's still objectively free chips. They're literally getting MORE than what they are paying for the chips in equity.
You are so wrong about this deal. I would not describe Meta or OpenAI as “buying chips for free.” AMD is trying to overcome one of the hardest problems in accelerator computing: ecosystem lock-in . A hyperscaler doesn’t merely substitute MI450 for an Nvidia GPU. It commits engineering resources to ROCm, optimizes models and kernels, validates networking and rack infrastructure, trains engineers, develops deployment tooling, and potentially designs future infrastructure around AMD’s roadmap. Once Meta and OpenAI have deployed multiple gigawatts of AMD hardware, AMD has done something strategically much more valuable than selling one generation of accelerators: it has created two enormous reference customers and weakened Nvidia’s CUDA/platform lock-in. Today’s ~$630 price itself reflects investors expectations about AMD’s AI business including these hyperscaler wins. If AMD had never landed OpenAI and Meta and consequently remained a $200 stock, the same 320M shares would be worth only about $64B .
Meta's basically buying an AMD supply/roadmap seat at the table. Bigger question is how much dilution actually hits?
So if there was an China to buy AMD rumor it would be up 10%, but NVDA I'd down
I can't put my finger on it, but my confidence in AVGO is VERY low, and NVIDIA is the better buy (or AMD or Intel even better than NVIDIA). AVGO profits and margins are poor over the shorter-term, longer term they look good, but long-term holding AVGO is risky because of memory cost increases and also the longer you hold the greater the risk of The Unknown.