AMD

Ok_Advantage_8153

I bought AMD calls Thursday before close.  Friday they tanked.  Premarket they absolutely dunked and I was 'never again!!!' Today they are up massively and I'm like 'I never doubted it, where should I roll the next dice?'

silver0199

Praying for some GLD recoveries. Took a straddle position on AMD, expecting to make some minor profits on both legs. Took a call on oracle. At this point its all about recovering gld losses before the end of month

Interesting-Iron2587

AMD spike nicely

mixtape312

GOOGL, AAPL, AMZN, AMD, all giving us a green dildo candle to save the day

oLucky1

Right when I buy some AMD puts...

Haikoe

AMD 300 eow

AcademicStandard3701

People are not ready for the anti gravity event AMD IS about to pull off!

CriticalBlackberry90

I think they are going to pump AMD on earnings Oracle style and then sink it later

sandygws

I'd opt for AVGO over AMD...

Ill-Ad1603

No AMD?

frey_to_tilt

AMD puts is the play here

Jesoo_

I didn’t have money to throw at AMD today and of course it’s shrekking

Massive-Homework-411

AMD will be doing a SNDK tomorrow

Massive-Homework-411

AMD is carrying my port right now

Massive-Homework-411

Buying AMD calls for tomorrow's earnings is free money

andytobbles

AMD clapping cheeks with a hulk cock rn

Massive-Homework-411

# AMD is going to destroy earnings tomorrow!!!

Massive-Homework-411

Go AMD

MadHat0815

Don´t stop AMD! I know you can do it!

Massive-Homework-411

I'm going full retard and buying more AMD calls

MadHat0815

You better not turn into the Advanced money destroy again AMD...

MadHat0815

You better not turn into the Advanced money destroy again AMD...

Watchquestnc

Was planning on just adding to my AMD and Sofi positions today but I’m kinda in the mood for a long term moonshot need a 1bil mcap ai gene splice fintech rocket silver harvesting cyber security nuclear energy oil company that’s partnering with open ai any tickers?

Moist-Car7709

Respect for the 4-year grind. Seeing a green curve like that in this sub is basically a miracle. Your **PHYS (Sprott Physical Gold)** play is actually the 'brain' of this portfolio for a few reasons: * **The Bulletproof Vest:** With a **Beta of 0.16**, this is what keeps you alive. While your tech lines like AMD or NVDA swing wildly with Betas near 2.0, PHYS barely flinches when the market catches a cold. * **The Fundamentals:** This trust is a profit machine with a **99.1% net margin** and a **32.0% ROE**. * **The Valuation:** You are sitting on a gold mine that is still technically 'undervalued'. The intrinsic value is estimated at **$40.00**, meaning even at current prices, there is still a **+9.7% margin of safety**. * **The P/E Steal:** It’s trading at a **5.3x P/E ratio**, which is a massive discount compared to the 18.0x average for the broader market. **The Reality Check:** Keep an eye on the cash flow. It’s showing a **negative operating cash flow of -$36.42M**, meaning it’s great at holding value but poor at generating fresh liquid cash. The AI strategy actually suggests **reducing exposure**slightly here to lock in those 47% gains and move into assets with a higher margin of safety. You’ve played the 'boomer' asset like a pro. Don't let the 'degenerate' side of the sub talk you into swapping this for 0DTE calls. Would you like me to look at the **AMD** portion of your portfolio to see if the recent volatility changes the 'Hold' recommendation?

Super_Highway_3405

Glad this shit bounced back. I was going to buy AMD puts Friday, but stayed away after it opened -5%. Thought I was going to be denied a decent entry before earnings.

Haikoe

AMD gonna rocket on account of the fomo today

MadHat0815

To hold or not to hold AMD calls into earnings?

Healthy_Resort_363

Whos playing AMD earnings?

DogNamedFloppy

If AMD opens down 1% instead of 4%, that’s a win.

TrickyBar9580

Get out of AMD, it has a PEG ratio of 1.6. PEG ratios over 1 are overvalued

MadHat0815

Well I guess it's time for me to lose money on AMD again this week!

MadHat0815

Well I guess it's time for me to lose money on AMD again this week!

Ok-Dimension2964

What you described is actually a very common early cycle, and the fact that you can articulate it this clearly at 25 matters more than the PnL itself. You did not fail because you lacked intelligence. You failed because you tried to compress learning that normally takes a decade into one year. Almost everyone who sticks around long enough goes through some version of this. The biggest mistake was not losing money on shorts or leverage. It was constantly changing the game you were playing. Trading, investing, hedging, and speculation all require different mindsets. Mixing them usually guarantees friction losses. The regret about NVIDIA and AMD is natural, but it is also hindsight bias. What really helped you was realizing that volatility plus time in quality assets works better than clever timing. If you take one thing from this phase, let it be this. Your edge at 25 is not prediction. It is survival and consistency. If you can protect capital and stay invested in strong businesses, the next ten years do far more work than any single trade ever could.

Most-Noise-8836

AMD is 227.4, SMR is 16.65 on overnight

DegenBagholder_

Any Futures Retards that can tell me the futures price of $AMD and $SMR? I am on Europoor broker...

chromevfx

AMD earnings in two days 😬

Party_Initial_5816

23 shares AMD @ 248…. Earnings better V

a1015n

AMD

RobotPimpLibertyBell

AMD 250 calls

RepulsiveDisaster671

AMD gonna crush earnings

AusConsoleGamesLFG

I'm holding puts!!!!!!!! F yessss. For AMD, PLTR, and SOFI

wilhelm96

Semis absolutely shitting themselves AMD INTC ASML. MU already down $62 since Friday morning. Tomorrow’s gonna be lit

gkdjsl

A little bit late for that, but I get the feeling I'm going to regret not selling AMD at $260+ a second time

Brilliant_Run8542

Not well! Glofo could technically make one more node jump - the 7nm class nodes are made with immersion DUV but requires 4x litho passes which greatly increase defects and costs. When AMD started dual sourcing and moving to TSMC, Glofo had no customer to continue development of leading edge nodes (which is billions). SMIC is managing a 7nm but their yields are likely poor. They can try to make a 5nm node but their yields would plummet and any yielding wafers would be used for domestic defense etc needs

dogefool88

AMD puts for earnings

AusConsoleGamesLFG

I'm holding puts on PLTR, SOFI and AMD. Fuck yes lol.

Altruistic-Ability40

Basically, funding for AMD and NVIDIA is clear cut.

Odd-Block-2998

AMD $300 GOOG $400 AMZN $300 Let's go!

i_iz_potato

I'm thinking AMD is going to pull a Microsoft and drill to the center after earnings. But I'm wrong about 84% of the time.

jrb9249

I’m worried it will trigger a sell off that will lock me into AMD thru the earnings call, which I hadn’t planned to stay for. The calls exp 3/20 so I have a little time, but it won’t matter if the price dips after earnings.

DegenBagholder_

Any Futures Retards that can tell me the futures price of $AMD and $SMR? I am on Europoor broker...

jrb9249

Well, I bought AMD calls at its low on Friday and was looking forward to a bounce back after the fear cooled. But not sure what’s gonna happen now. This kind of drop in crypto can’t be good for semiconductor stocks.

9009RPM

AMD. Sell covered calls before earnings?

Ok_Cry7572

Here is how Cathie Woods largest holdings performed in January 2026 Tesla $TSLA -4.3%🔴 Crispr $CRSP -4.7%🔴 $ROKU -12.3%🔴 Tempus AI $TEM +1.3%🟢 Coinbase $COIN -13.9%🔴 Shopify $SHOP -18.5%🔴 $AMD +10.5%🟢 Robinhood $HOOD -12%🔴 $BEAM -0.3%🔴 Teradyne $TER +24.5%🟢

tdogger88

We are talking 2 different things here. 1. Funding round for OpenAI coming up. That’s a funding round that various companies and funds will participate it. 2. The article you mentioned is a letter that of intent that says for each GW, they will progressively invest up to $100B, starting THE 2nd HALF OF 2026. It feels like you are looking for ways to throw shade on the market. And yes I’m long MU (check my posts), AMD and TSM and demand is outpacing supply for the next year at minimum.

rod_bolts

Ah yes the days of AMD and Mu 🚀🌕. Wish I could get an update from some of them and if they ended up holding. A lot of that crew had 10k+ shares.

eje0100

🚀 AMD 🚀

CHGOGALINSD

Adding to my list above stocks with 3x a week expiration. Are AMD META MSFT

juveyjords

Dummy. Stocks that go up are always at ATH when you buy And sandisk btw is not at all time high. It trades at $590 and it had a peak of $680 The forward profit earnings growth of Sandisk is 0.07. PEG of 1 is fair value. So Sandisk needs to reach $8220 to reach fair value Note that sandisk is a brand new company spun off from western digital. Also note that AMD doubled so so many times to reach current valuation of $250 a share. Note that AMD used to trade at $1.80 a share So shut yo dum azz up x)

AdHot4066

AMD

Ill-Ad1603

AMD 250c, GOOGL 340c, RDDT 195c

ComfortablePiglet842

Same I loaded 95% of my port into AMD 1 minute before market close on friday

ComfortablePiglet842

No. One stock AMD

DegenBagholder_

Bought 1 grand of AMD 4x leverage into earnings, we're going 100% or liq

paq12x

Buy the stock of the product that you use everyday. That’s how I bought Nvidia, Google, Microsoft, Amazon, FB and now Reddit (bought last week, 1000 shares when it dropped to 186 or so). When people said “FB is for boomers, no one I know uses FB” and the price was less than $150, I bought. When people said Google keeps getting “regulated” and was about to get broke up, I bought. When they thought Nvidia was a one trick pony and the price was 130 (pre split), I bought. When AMD was an “automatic money destroyer”, I bought. Recently, when MS was “microflop”, I bought. See you next year when Reddit is back in the mid 200s.

Swiss_Meats

Personally I never been one to trade because I specifically like a company. If I did have to choose I would say it feels like a discounted price to me. I truly do like how long adobe has been around and how its been using on the commercial side. I purchased intel in the past I didn't like them because never used them I am AMD user and don't have those stocks. I did it simply because they were at sale when I got them at $20 with a lot of fud which turned into good news just weeks after.

MikeJamesBurry

Hi there! I’ve held **NVIDIA, AMD, and ASML** as the core of my portfolio since Feb 2021. I’m thinking of switching to **SOXX (UCITS equivalent)**. Any thoughts?

Pioladoporcaputo

So tomorrow NASDAQ opens -3%? -5%? I'm guessing everything AI-related ($NVDA, $AMD, $INTC, $ASML, $MU, $IREN, $CRWV, $TSSI, $NBIS, $META, $GOOGL) will bleed badly.

Simple_Work674

I think you should take pride that you bought Tesla @180. I got AMD through the XLNX TRADE @. 140.00 I almost sold most of my shares when it went down to a 100. Thank god i have not sold. I will buy Tesla,because i think Elon will knock it out of the park with robotics like AMD did with AI

juveyjords

You fucking idiot, look how many times AMD and Google and Amazon and Tesla and Nvidia doubled. Sandisk market cap is not even 100 billion

eje0100

I own a shit ton of GGLL. 🚀 My puts are on INTC, I am either selling Monday or let them ride (betting on AMD 🚀 and Intel tanks more) then selling Wednesday morning. I am already up 3k on them, so if the market really gets hit monday I will just sell.

GreatSample2786

PLTR - calls AMD - puts UBER - puts GOOG - variable

MaxDragonMan

I find I've stepped back from watching the portfolio. It feels... Weird. Almost like I'm back in that time period of 2022 where I mostly ignored the portfolio, let it do its thing, and then looked back in 2023 for the fun stuff. Anyway. It's been a mixed January to start off 2026, with the most brutal losses being this last week. Yet even then NVDA and GOOGL managed to have a positive week, and 4/6 of the below have had a positive year so far: * AMD -7.74% 5-Day, +10.54% YTD, -8.84% off ATH. (January) * NVDA +2.07% 5-Day, +2.5% YTD, -7.68% off ATH. (November) * GOOGL +3% 5-Day, +8% YTD, looks like it's just about at ATH. * MSFT -7.47% 5-Day, -11.03% YTD, -20.6% off ATH. (November) * RDDT -16.79% 5-Day, -21.58% YTD, -33.41% off ATH. (September) * RKLB -7.75% 5-Day, +14.78% YTD, -16,85% off ATH. (January) Definitely not too surprised to see MSFT take a hit like this, or to see NVDA or AMD cool off a bit. I miss the days where this sub was rabid about buying NVDA and calling it a day. It's clear that the 'easy money' time is over, and it's time to either double down or start re-examining my reasons for owning what I own. I'm starting to get more and more frustrated regarding OpenAI. Personally I prefer Gemini and think they'll end up winning the day, so it bugs me that so many of my holdings engage in such circular financing with what I believe to be the inferior LLM provider. I think Reddit still has growth ahead, but to my understanding their recent decline is because YouTube is now the number one cited platform for answers from AI models. Checking out my holdings in my home country (the the Canadian ones): * BN -3.2% 5-Day, +4.78% YTD, -8.59% off ATH. (January) * ATRL +1.48% 5-Day, +7.68% YTD, -9.83% off ATH. (September) * Rule 7 (still!!) -20.47% 5-Day, -29.17% YTD, -32.68% off ATH. (January.) Supposedly BAM had some great earnings just a couple days ago, so I'd love to see the mothership benefit from all the good news. I suspect they will have done well, but you can never quite tell until the reports are out with BN. They've had a surprisingly flat year, but I'm not complaining - ultimately a stable place to keep my cash. Overall: relatively happy. Everything is cooling off, but I'm still pretty certain money's going to continue pouring into equities.

Smongk

They just see that the number is big and dont understand why. 150M shares is such a tiny float. Go on the tradingview overview page and compare to MU, AMD and all the big names you know. Look at the financials. I wouldnt say "we're just at the beginning" but SNDK is far from being overvalued

gopoohgo

$50k in AMD in the $120s, $100k in APLD in June 

RobotPimpLibertyBell

I bought calls in Boeing, Abbvie and AMD. So 3 different sectors. First 2 did great, AMD went to zero.

Ill-Ad1603

RDDT -15% AMD -12% at open on Monday because why the fuck not

kingbish01

Thanks Bluebird, all good info. Feel free to DM me some tickers to keep an eye on. I play this game with NVDA or AMD as they fluctuate +/- a dollar all day.

0DTEKing

Even if AMD smashes ER and gives astronomical projections, stock will find reason to fall -30% 🤔 That’s the trend lately

Kind_Initiative_7567

All this dump has me worried for AMD earnings - really need a good pump to 300

ComfortablePiglet842

Everyone is pulling out of all markets to prepare to pump AMD on it’s Tuesday earnings

Disastrous_Rent_6500

They also don’t like that they made an AMD deal as well

Pijoto

$AMD shoulda kept it's 1/3 stake in $GFS if it turns out $NVDA was gonna invest in them....

Nearby-Lab0

GFS, now that is a name I haven't heard in a decade Remember when AMD spun it off?

kaapooj

- data center/related (nebius, oracle, iren, hut, wulf, ...) *semis (lcrx, amat, intc, ase, klac (earnings)) *nuclear (ccj, leu) *miners *storage/memory (wdc, stx,mu) *bnpl (affirm, sezzle) *some big EM stocks like melli, sea, dropped 3-4% - Most health care stocks were flat or went up a bit, didn't compare with earnings dates - not all retail investors check their port regularly, but if they pick up on the news that gold, silver pulled back 8-30%, (panic) selling is the easier of 2 options (sell, do nothing) - u are right, they were rebalanced -I disagree meta has its social media cash cow and apple isn't really tied to the AI narrative. the expectation for the current earnings cycle were AI driving better margins and earnings, msft failed to show that (azure growth just in-line with ests; meta failed too but was rewarded for the upside surprise on ad revenue combined with a compressed valuation since last earnings) Google is slowly losing marketshare in search in North America, I don't know anything about AMD. - there is no war yet, but I made the mistake of hand waving away the build up around venezuela. if they strike iran with the goal of regime change, iran should retaliate and market would react. as long as the buildup is in place not taking it into account for ur market positioning especially after venezuela seems shortsighted.

VictoriaAutNihil

Buy long time holds that have good balance sheets. I own AAPL, NVDA, AMAT, AMD, PANW, GOOG & AMZN. I don't intend to sell anytime soon, I hardly ever look anymore to see how they're doing, unless something traumatic is triggering a downtrend overall in a broad based market. Then I will decide if I want to increase positions in any of them.

Happy-Champion1661

counter argument: \- "risk assets down 5-10%" are just memes or frauds, no real company has done that bad past friday, the real bloodbath was October 10 and November \- healthcare went up, but not everything, mostly just the companies that will post earnings next week \- gold and silver crash won't be aware for many until weekend? WTF? Silver europe 3x etfs are down 66% in AH, they won't get liquidated because they got an emergency rebalance mid day. Even then, it's not an issue for stocks. I don't care if gold or silver go up, but I'd bet they will rebound as so many people keep saying nothing fundamental has changed with USD. I still think it was a bubble and it popped, but the move is done already. \- AI story is not hurt, META is still up big, AAPL didn't move, GOOGL and AMD earnings next week will be fine. Software is what crashed in the entire month of January, well before MSFT earnings. And OpenAI isn't the whole AI trade, which is already dead since 2months at least \- war in Iran: which war? There is nothing yet. It's all speculation. I also think he might do something, but even then what? Venezuela and Iran last year didn't matter, you can't just say "war bad for market", that doesn't mean anything. We don't know what he is gonna do, hard to believe he will make the market crash

Exciting_Yam

If you're suggesting AMD should be anywhere near a 5T market cap you're retarded

TimeTravelingChris

Maybe. A savvy business person would see this for what it is. Between the Sovereign Wealth Fund discussions, the IPO coming soon, and all the equity deals with NVDA, AMD, and others, Open AI is ABSOLUTELY SCREAMING that they need cash. They need insane amounts of cash. So if you are NVDA what do you do? Well, you make sure that you get a chunk so big and a deal so good that it's worth the risk. That could translate to a lot of different things. Think preferential shares where they can collateralize the investment.

AcademicStandard3701

New Ath for AMD $325 after ER

Financial-Today-314

Nice breakdown, INTC is interesting here but I would also look at MSFT, NVDA, AMD, AAPL, and META for clean technical setups across different timeframes

Distinct-Race-2471

Why invest in a company that owns 10% of your competitor? What if people start seeing subpar AMD performance on ChatGPT and blame Nvidia? This makes a lot of sense.

AcademicStandard3701

AMD CALLS, what happen Friday with the news was just a way to scoop up cheap shares!! Nvidia 5T market cap AMD only 385B market cap. Make generational money

FreshJohansen96

Calls all around next week. AMD, Google and Amazon gonna carry

M18PowerKing

AMD calls at open on Monday and sell before earnings

metamorphosis

Monday open. Porting with play Calls RDDT SNAP SLV Puts PYPL Straddle on PLNTR and AMD

Uls3s

AMD is not from china

Cav829

It's kind of basic and boring: we're trapped by a long-term support ceiling and investors have pretty much run out of cheap money for a break out. You can't keep flirting with SPY 700 forever: you need like a clear pierce and a huge break out to convince investors it's worth it because the risk is insane and the entire system is so over leveraged at this point. Liquidity is drying up. Like dragging this carcass of a market through next week by sheer force of will is mostly about wanting to at least see earnings on most of the Mag7 and a few other major players. You basically need Google, AMD, and/or Amazon next week to give you something so beyond expectations that it'd be like what Sandisk showed, but for a way bigger player.

AccomplishedBrain309

Bitcoin cost more to mine than its worth. Unless your using hydro and data centers have driven up those prices also. Look at (RIOT) Lease with AMD. So down is likley to continue.

ElementII5

Yeah, and remember which $100B is signed in ink and still steaming ahead? $AMD