AMD
Advanced Micro Devices Inc
Mentions (24Hr)
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Reddit Posts
So are we all just gambling on AMD tomorrow
Price jacked up after hours crashes during trading pattern?
What are we thinking about AMD for eerrrrmingsss
Looking to to all in but which one is a "safer" play. AMD vs Msft
AMD's new powerhouse cpu ZEN 5 is about turn heads... leaked specs and launch date...
AMD will trade at this level....yeah, i know it sounds a mad Bear the Perma
AMD- earnings tomorrow 01/30. Is it breaking upwards on this channel?
Elon just informally announced he would buy AMD chips for Tesla's dojo supercomputer
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Who’s ready to burn their life savings this week
AMD - 200 or bust? What 1-30-2024 to watch for...
Which stocks should I consider investing in?
Any advice on what to YOLO on this week?
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
AMD's new MI300x vs the field, plus future projections.
GOOGL April 19'24 $170 Calls - Up 100%... Thoughts?
Strangely the US wants to Intel to succeed but their price does not look that way
Who’s buying MSFT & AMD calls for earnings?
Should I sell my long AMD calls before earnings?
Intel stock sinks as early 2024 outlook comes up short
Intel vs AMD; CPU 3D Cache physics theory
AMD- testing weekly regression with strong greens recently.
I'm the $2k to $50k Options Account Challenge Guy and I Have Some Gains to Share From My Larger Account
I believe them puts on NVDA and AMD I guess?
KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI
Any reason why I shouldn’t invest in TSM given its current price?
Is anyone else breaking out the popcorn to watch AMD stock on a daily basis?
Just buy SEMI/AI and ride the hype. The roller coaster will end soon but for now it’s green day’s ahead.
One of my AMD calls that I haven't sold yet
$12k AMD gain 🔥 by Taking over "Update 2: It's either several million or..." from u/ThrowAwayhfhdjhxnjd
Bullish on $AMD (Long-term)
My recent AMD vs INTC insight + 69% in 2 days
Part two- been practicing option trading (80 % success rate)
$2K to $50K in 90 Days - Options Trading Challenge (Day 2 +$519.03 Net Realized)
PART 2 Been practicing option trading for a year
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
AMD: All My Dinero. It's either Dinner or no Dinner
$ADM falls 16% as investors suddenly realize they made a typo while trying to buy $AMD
Mentions
I remember AMD being my first buy in 2011, at $8.11/share, and I remember it promptly tanking to less than $2/share. That feeling of wishing you’d bought literally anything else is all too real. I ended up exiting at around $20/share, but it still felt like lost opportunity watching other names do much better in that time period.
I’m getting some serious AMD fomo, nvda has been a limp dick for the past 6 months
It's because of what Intel's earnings report *implies* for AMD
AMD's 60% monthly move is real but it's also a reminder that single-stock concentration can work until it doesn't. Your 92% gain is impressive, but at that size it's worth asking whether you're still investing or just riding momentum into earnings. After a move this sharp, the actual risk isn't missing more upside,it's not having a clear thesis for what happens at $350 or $250. Mean reversion is real, and conviction matters more than the last month's price action. I use [Portfolio Manager](https://app.nc-np.com/?a=reddit&b=stocks&c=tool_replacement&p=1stzxs7&lang=en) to track thesis clarity on positions like this so I'm not just watching the chart.
Intel has a bigger upside and will hit one trillion market cap before AMD.
Dang my prediction is right, they are going to pump AMD until ER
Couple earnings ago I played Intel calls and it tanked hard but AMD popped like 15% lmao
AMD beats earnings -15%s Intel beats earnings AMD +10% Make this retarded market make any sort of sense
My dumbass had some AMD leaps and recently sold around early 200's... Fuck sakes. Shit's at what, 300 now? I'd wait.
AMD consistently loses me money. I buy thinking there’s going to be some run up, then they drop and I get cold feet thinking money would be better elsewhere, then sell. I forget about it and check the price some time later, and it rebounds. FML
Both AMD and Intel are doing well due to increased CPU demand. The whole semi sector is up 17 days in a row.
We on same page but different ticker Shorted AMD and down 5k
the chip puts are so juicy. $AMD P/E >100. $INTC losing money. $NVDA ~$5T market cap. $AVGO 80 P/E.
AMD looking too frothy...
I think it can run a bit past 600 billion, but 700 billion is sort of pushing it. At about $369 per share, AMD will have a market cap of 600 billion. Of course, if it has a huge blowout earnings like Nvidia did back in August of 2023, then it could go to $850 billion.
SMH and all the stocks under it are way over extended, including AMD and INTC. This is officially a bubble.
Yep. AMD is like Del Taco to Taco Bell, Wendy's to McDonalds and Peets Coffee to Starbucks
>Selling implies that you think you can make more on a risk adjusted basis/expected value from other investments than from AMD. Or you just want to go from overweight to a normal position. AMD is my 2nd largest position and I'm retired. I'm taking WAY too much risk right now with this stock in a retirement portfolio, so I'm hoping to decrease my position size off this current pump. So, I'm essentially selling for increased safety
This too! AMD is also capital extreme It has been a really volatile stock and that prevented me to come in. I bought it for $82 out for $102 in 2022. That wasn't a smooth ride. It feels that way now. MU same concept. Too volatile to bag holders
Other would technically work like Intel and ARM but their balance sheets are horrible in comparison to AMD
I bought AMD for $12 back in 2017.
Like if you sold AMD at $225
I am once again asking AMD to chill the fuck out. Save some of that for the morning boo
AMD is known to have big drawdowns, many times 50-70% even when the company is doing good, that also extend for a long time. It was nicknamed advanced money destroyer for that reason. That 240 to 80 year right before this years run up was fucking brutal. Every day down type correction. Even in a marketwide bull phase.
This is why I bought last year, felt like mainstream weren’t treating AMD as Pepsi to Nvidia’s coke. Feels like they are finally getting on board now.
Fucking hell im up 10k on the dumbest AMD call but I sold the later dated ones that would also have gotten me 10k wtf
So if AMD goes to 340, will my 10 340c expiring tomorrow still get IV clapped ?
All those regards who use to make fun of AMD, where are they now?
No one cares about AMD. There are better stocks to own, but good for you to have the patience.
#Posted abt it here https://www.reddit.com/r/AMD_Stock/s/xerKWTNnAs ##During Intel's call the CEO and even Analyst confirmed that GPU to CPU ratio was higher. Now as we move more towards Agentic AI and Collective AI the demand for CPU will increase. Makes sense as nVidia has been trying to enter CPU market for thia same reason from last 4-5 mnths, wirh rumors of even trying to buy some PC company. It seems some other CEOs had also mentioned this last yr but was lost. Goto AMD sub and you'll see folks posting ER links, Analyst questions. ##GPU and CPU biz both will grow but CPUs wil be needed more is the indicator. Hence the spike in Intel and AMD price. As always DYOR
Had positions in Sandisk at 200, AMD at 150, could’ve just jerked off but I’m a paper handing little chudlet that deserves nothing
If you say you’re selling to secure gains even if there is no pullback - If there is no pullback, then by definition your gains are secure with or without selling. Selling implies that you think you can make more on a risk adjusted basis/expected value from other investments than from AMD.
I regret selling AMD at 200
Been saying for 8 years now AMD will have it's Nividia momment/year i hope this is really the start of it.
CPUs are in shortage so it’s expected $AMD will benefit.
Yeah, I left some good $$$ on the table. I actually sold at $293.26 I'm selling another 10% (of the remaining amount) for $332.86. I think I'm going to change that to $338.86. A great problem to have is a stock going up too high too fast. I prefer that over the other option. Will money be left on the table? Absolutely. But I recently retired and I have WAY too much AMD for a retired persons portfolio. AMD can be quite volatile. I absolutely need to be trimming some of it. It was bad timing for me, but overall I have to be pleased that AMD is hitting a half trillion market cap so quickly
Has been doesn't mean it is. Gelsinger poured $100B to bring intel back to the lead in semiconductor manufacturing. They rolled out 5 nodes in about 5 years, even faster than their old tick-tock cadence. 18A is shipping, while TSMC and Samsung's equivalent 2nm won't ship until near the end of this year, at best. Part of the transformation Gelsinger brought during his tenure was making Intel into a fab for other companies, sort of the US' TSMC. With 18A, customers started to lineup, and there's even more interest in the upcoming 14A for late 2027 or 2028. Core performance isn't everything when you're building a system. An example I know well from personal experience (owning both Xeons and Epycs): Inte's memory controllers tend to perform 5-10% better than AMD, and their fabric can deliver much more bandwidth to each core than AMD. So, for memory bound applications, Intel has and still does pull ahead. Said fabric also enables individual cores to access more bandwidth from PCIe, which is crucial for applications sensitive to latency. The stock is up today because revenue beat Intel's own projections, which were revised upwards last quarter. They're finally showing steady growth in sales. Their product lineup for 2026 is very competitive, and they're signing up more and more customers to use 18A and 14A later to make their products. 6 months ago, LBT said he didn't know if Intel would develop 14A. Last week, he said to look at a ramp up in capex as they buy machinery as a sign of customer contracts for 14A.
AMD runs up to earnings and then dumps after every time. You can set your watch to it. Obviously this is an insane run but it also did this back in like 2022.
AMD was the very first stock I bought in ~2018 for like $30. It is my largest position and the one I've had since the beginning. I've been sitting on about 2000 shares at a price of $100 for the past 4-5 years now. Something people don't talk about much is the years prior to a breakout where you wished you bought literally anything else. Watching the stock explode to 227 then proceed to decline for the next 3 or so years while Nvidia created generational wealth was awful. Especially true as someone who had a smaller Nvidia position wishing I just ported everything over. You can see this same thing in memory as well. Everyone is talking about the historic run for memory companies like MU but nobody mentions the 5 years prior where the stock was basically sideways. Either way, I'm so happy that my conviction is finally paying off in this particular stock.
This is the mean reversion to the long term trend IMO. AMD been suppressed for too long. But yea stocks don’t go straight up there will be volatility.
What are you flood doing with AMD? It’s run up so much since my sub $100 cost basis. Would you guys sells here or think more room to run with inference and CPU demand at play? Could this run up like the memory stocks too?
you will eventually lose out on a couple of winners and remember that as your lesson. I bought 25k worth of NVDA in 2019, literally sold it for like 5k gains. That would be about 3 million today. I still haven't learned my lesson tho and continue to sell if they double or so in a year. AMD and GOOGL being recent examples. But I will learn my lesson soon I am sure of it.
Apparently they had a huge stock of DRAM (partially because [for Lunar Lake they did a one-off memory-on-package approach](https://www.tomshardware.com/pc-components/cpus/lunar-lakes-integrated-memory-is-an-expensive-one-off-intel-rejects-the-approach-for-future-cpus-due-to-margin-impact), so they needed it way in advance during manufacturing). Also Panther Lake is genuinely pretty compelling - AMD is basically coasting in the CPU department while they try to compete in GPUs/AI - but I don't think that's driving profits. tl;dr: lucky fucky
Bought myself an Acer Aspire Go with 32gb RAM, 1tb SSD. AMD ryzen chip with HD graphics card. Got it on sale for under $700 and it's a fantastic laptop for trading. I've always had intel chips and they've been great but this AMD chip is fantastic. That said, they're still probably gonna dump on fantastic earnings cuz that's what they do but they deserve the run up.
Because people were sleeping on AMD. They really thought Nvidia is the only player in town.
It's not even just Intel and AMD. Arm has mooned too
Holding. It won't jump up 60% in a month like AMD has, but it's growing way too fast to be at this low of a forward multiple for long. I expect it to easily be at least $250 by the end of the year.
fuck AMD didn't want to do shit when i was sitting on 600 shares
https://preview.redd.it/19gzz3gq51xg1.jpeg?width=1600&format=pjpg&auto=webp&s=68e77271770b1e7aa58ce10e3878d50a790e1fa7 # AMD puts eviscerated
Why AMD go up and not NVDA? Ghey
Wrong take, if AMD falls nothing changes. If Intel falls everything changes. Real men have fabs, they matter. Also about being better of with SanDisk, sure I guess.
You're overweighting the timing question when the real issue is whether you have conviction on each thesis or you're chasing the sector rotation. Trimming NVDA to chase CPU and DRAM plays only makes sense if you think semis as a whole are overvalued relative to AI upside. Seven different semi bets across NVDA, Intel, MU, and AMD means you're tracking multiple catalysts and valuations without clarity on which one is actually your core thesis. That overlap and drift is harder to manage than it looks. I use [Portfolio Manager](https://app.nc-np.com/?a=reddit&b=stocks&c=tool_replacement&p=1stwdik&lang=en) to see exactly where my semi exposure is concentrated and whether I'm actually diversified or just scattered across the same sector thesis.
AMD still isnt as good as Intel, although they did have 2 good generations on top.
It’s very simple. Nvidia and Micron have the best risk reward ratios for semis at current prices. I bought AMD at $192 a month ago. You have to be insane chasing it up here. Sure they can still and probably will run but these also will be the first to crash hard
Missed the memo on the AMD calls for INTC earnings sympathy play
AMD Only? Or some others would work too?
Phuck it, tired of FOMO. Gonna buy some AMD calls for 0dte and at least experience the stress from this community firsthand.
TSM not popping with INTC and AMD is lowkey criminal. Or lagging play, free money calls? 👀
Alright that's it, I'm buying AMD 0dte calls tomorrow so it can drill back down to earth's core. Enough is enough.
IREN or AMD 0dtes tmr ?
Heck, I was wrong about intel. Underestimated trump buying into it would turn sentiment that much. With being I went into AMD ( which was called Advance Money Destroyer” on various investment subs). Around 130% after initially being 40 % down.
Jim Cramer @jimcramer · 1h Intel can still be bought, but so can AMD and ARM the latter being the horse to be on now Alright boyos, the INTC nephew had his time but it's RIP from here. shorting ARM first thing in the morning.
The answer has been AMD since the end of 2024.
Sold AMD covered calls today. Perfect timing...
Patiently waiting for u/thesmd1 to make another AMD new high score post, +$7 million edition.
screaming non stop about ARM while people drooling over AMD is maddening.
Sold my 15 AMD 5/15 calls for 6.95..... Guh
Chat AMD calls 0DTE or Car Puts 7DTE tomorrow?
AMD poots but im scared its gonna squeeze me
My AMD calls dxpire in December, I don't know what to do honestly
I sold A LOT of AMD calls when they were up 100% and then the rest when it hit $302. This hurts WAY FUCKING MORE than losses. Even the Why is that?
The AMD dip will be legendary
Baker Hughes and inflation numbers tomorrow will crash the markets. Asia will react to it early, later tonight, and I’m expecting markets to be bloodbath even before open. None of those calls from AMD and INTL are paying out.
I thought AMD might get a +$1 tonight if it was lucky, LMAO!
Nobody But Me started playing on the radio when I got into the car. The beginning of the song felt very fitting for me, an AMD bear. I think the universe is mocking me
AMD? Or INTC - I'd say both. but follow the trend i guess.
$AMZN will run BIG because of it'stranium + Graviton chip business ( bigger then AMD) Same with $GOOGL soon. $INTC is laying the ground - everything memory and chip infra related will RIP UP
Thank God I bought that 5.5k AMD leap before close today
What the fuck is with AMD
Remember when nvda went from 50-1500...AMD: watch this ....
AMD will be at $500 by year end
Cashing out my AMD call at open tomorrow God willing and then I'm not touching AMD again unless I'm buying shares. Shit boomed after hours. I just don't get it, and for that reason I'm out.
Interesting take on INTC! I’m curious about how the market will react to Intel’s future product launches beyond the 14A chip. I think they’re on the right path but still need to address their competition from AMD and other players in the market. It’ll be a balancing act
was it intc earnings or AMD 😂😂
The 270k Plus is actually currently the best value to performance cpu on the market. Also, I rarely see OEM AMD builds. On top of the fact that some people, well, a lot of people, never actually realized AMD took the CPU lead because their heads are stuck up their asses and they will only buy Intel. They have a large customer base that will ride them no matter what. They are back a year earlier than I expected, but there was no way they were out the game for good.
AMD what the actual fuck?!? My shares are happy, but I definitely didn’t need to buy those hedge puts today…
Well he was wrong about the importance of panther lake. He would have made more with SanDisk to be fair. Intel is just reacting to all other tech stocks, product wise AMD have them beat. Both will stop climbing once the new cpus come out in China though.
Gonna pic up some rope on the way home. I threw away 195 AMD calls for minimal gains two weeks ago.
Will start building AMD leap bear position. Money destroyer will pay soon enough.
yep, we just touched 330, if this Monday someone had told me that AMD would've been at 300 by eow I'd have laughed, yet here we are... Lisa better prepare some crazy stuff for the earnings call lmao I'm almost serious when I say that, if the MI450 turns out to be ~~decent~~ good, we may even see $500 by EOY. Crazy
Looks like I'm getting 100 shares of AMD called away. At least I have 300 left. Didn't think it would keep running
Intel, AMD and ARM doing some serious workout tonight on the weights (unlike myself)