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Tracking infrastructure capex shifts beyond primary compute

Tracking infrastructure capex shifts beyond primary compute

Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green

Am I cooked or am I cooking

Thoughts on this? 18 years old

What Are the Most Interesting AI Stocks to Buy Beyond the Obvious Names?

Nvidia, Micron, AMD lead tech sell-off as AI trade cools

r/StockMarketSee Post

AMAT is making me rethink who the real winners of the AI boom are

I just suck at this game.

AMD - Long Hold

r/stocksSee Post

Black Thursday. The Great MeltDown

What do we think about RXT?

The AI trade is starting to look like a copper trade too

Took Profits Across AMD, DELL, MU, SPCX Today. Cash Is Comfy Again

r/pennystocksSee Post

$OTLK - Outlook Therapeutics: one-drug biotech, FDA decision July 29, ~1 quarter of cash. Binary setup DD.

ARK 13F Breakdown: Heavy Biotech Buys, Adding AMD While Trimming Tesla

r/smallstreetbetsSee Post

Arteris (AIP) – The NoC IP Play Nobody's Talking About

r/pennystocksSee Post

Arteris (AIP) – The NoC IP Play Nobody's Talking About

r/wallstreetbetsSee Post

Mid-Year Review

r/wallstreetbetsSee Post

CELH (Celsius) is to MNST (Monster) like AMD is to NVDA

Top stocks hitting 52-Week Highs/Lows - June 15, 2026 📈 📉

r/investingSee Post

Been sitting on cash for the last year because people kept saying the bubble would burst. Is it too late for me to get in?

r/StockMarketSee Post

Big gains on just tech

r/stocksSee Post

Does most of the analysis on this sub miss the key point? What can be done to answer the key question?

You really think AMD has a chance?

r/wallstreetbetsSee Post

Meet the next NVDA

r/wallstreetbetsSee Post

Bullish thesis for SPCX into the summer

r/wallstreetbetsSee Post

Bullish SPCX Mechanical and Macro Thesis in the next month

r/optionsSee Post

Top Monthly Name to Wheel

r/smallstreetbetsSee Post

Anyone else wheeling AMD?

r/optionsSee Post

Anyone else wheeling AMD?

r/wallstreetbetsSee Post

intel is the most delusional bubble in the earth right now and I will die on this hill

r/wallstreetbetsSee Post

INTC is the most delusional bubble in the semiconductor space right now and I will die on this hill

r/stocksSee Post

What’s missing with ARM?

r/optionsSee Post

Close, adjust or leave alone

r/wallstreetbetsSee Post

Trump saved me

r/investingSee Post

Am I crazy or is copper becoming one of the most obvious AI investments?

r/investingSee Post

AI handed me a dollar and I hated it

r/wallstreetbetsSee Post

AMD is literally funding a startup with $350M just so they can buy AMD chips.

r/wallstreetbetsSee Post

THEY came for me while I slept.

Bought AMD 180 calls last week thinking earnings would rocket it, now staring at -45% and bagholding like a dumb ape

r/stocksSee Post

Samsung's Han Jin-man Vows to Catch TSMC "Even If It Takes 10 or 20 Years" After Chairman's Taunt

r/wallstreetbetsSee Post

Tried self investing again this month since 2021…

r/investingSee Post

Day 4 Update: Letting AI manage a Robinhood portfolio

r/smallstreetbetsSee Post

Small AMD Strangle 📉📈

r/stocksSee Post

Should I trim my AMD position? Looking for thoughts on this portfolio reallocation

r/wallstreetbetsSee Post

Space regard checking in before launch.

r/stocksSee Post

The SpaceX IPO will be the next "housing market since 2020".

r/wallstreetbetsSee Post

Reddit is being overlooked

r/wallstreetbetsSee Post

Which AI stocks will be a winner for coming years?

r/wallstreetbetsSee Post

Riding the wave 0DTE on SPY, AMD & AMZN

r/wallstreetbetsSee Post

I’m not selling

r/smallstreetbetsSee Post

AMD calls!

BREAKING: We just caught some interesting new stock trades. Representative Josh Gottheimer just filed purchases of: - SanDisk, $SNDK - Micron, $MU - AMD, $AMD - Palo Alto Networks, $PANW Gottheimer sits on the House Subcommittee on AI. Full trade list up on StockInsider App.

r/wallstreetbetsSee Post

AMD fell around $40 since close.

r/wallstreetbetsSee Post

How regarded am I? (AMD put)

r/smallstreetbetsSee Post

Scalped AMD

r/investingSee Post

I'm new what am I supposed to do here.

r/wallstreetbetsSee Post

When are you guys selling Semis? $AMD keeps chugging up.

Analog Devices $ADI could be the next Micron $MU

r/optionsSee Post

Analog Devices $ADI could be the next Micron $MU

r/smallstreetbetsSee Post

Analog Devices $ADI could be the next Micron $MU

Top stocks hitting 52-Week Highs/Lows - June 3, 2026 📈 📉

r/smallstreetbetsSee Post

Gave our AI $1000 on Robinhood 👀

r/stocksSee Post

Looking to exit Amazon

r/smallstreetbetsSee Post

OTLK DD

r/smallstreetbetsSee Post

Am I Crazy For Thinking The N1X Announcement Is Bigger Than Most People Realize?

r/ShortsqueezeSee Post

SqueezeFinder - June 3rd 2026

r/pennystocksSee Post

I WOULD LOVE TO THANK THE HATERS , IM A STEP CLOSER TO A LAMBO , 5 DAYS LATER WE ARE UP ON THE TICKER (RKTO)

r/wallstreetbetsSee Post

AI infrastructure is turning the whole market into one giant NVDA side quest

r/StockMarketSee Post

AMD’s price has massively detached from forward earnings expectations

r/smallstreetbetsSee Post

Focused solely on AMD. Seems to be working.

r/wallstreetbetsSee Post

Thank you Marvel, micron, and Jensen

r/wallstreetbetsSee Post

Thank you Lisa Su! Arvind and spez please take it from here.

$GOOGL is the only MAG7 worth owning (and first to 10T market cap).

r/optionsSee Post

$GOOGL is the only MAG7 worth owning (and first to 10T market cap).

r/wallstreetbetsSee Post

On the fence about buys..

r/investingSee Post

What's with the massive single-name moves lately?

r/optionsSee Post

$ADI Analog Devices options could easily 4x this year.

r/smallstreetbetsSee Post

$ADI Analog Devices could easily 2x this year.

r/wallstreetbetsSee Post

Why is my wife's boyfriend making more money on AMD and INTC than me? Seriously, why is NVDA lagging the entire SOX?

r/wallstreetbetsSee Post

Nvidia debuts RTX Spark processor for Windows laptops, taking aim at Intel, AMD

r/StockMarketSee Post

Nvidia debuts RTX Spark processor for Windows laptops, taking aim at Intel, AMD

r/wallstreetbetsSee Post

Who will succeed in making Nvidia falter the most, the new tech challenge since mid-2026.

r/smallstreetbetsSee Post

🚨 Some of the world’s most iconic companies faced serious financial struggles at one point in their history:

r/stocksSee Post

TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.

r/wallstreetbetsSee Post

Load up on $ARM $NVDA $MSFT next week to retire your bloodline.

r/wallstreetbetsSee Post

TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.

r/wallstreetbetsSee Post

AMD, ARM, MU, SanDisk

r/stocksSee Post

Another “what do I do with this AMD stock” post

r/stocksSee Post

Nvidia went from 95% to zero market share in China's AI chips while the US can't decide whether to sell there or not

r/ShortsqueezeSee Post

Corsair (CRSR) is a coiled spring

r/wallstreetbetsSee Post

CRSR is a coiled spring

r/wallstreetbetsSee Post

AMD hit a P/E ratio above 170

r/pennystocksSee Post

22 HOURS LATER 20% UP ticker (RTKO)

r/smallstreetbetsSee Post

Goodbye Hoth Therapeutics, Hello Rocket One

r/investingSee Post

Anthropic and OpenAI together are worth $2T, but NVIDIA says Physical AI is worth $50T, what’s the chip play there?

r/stocksSee Post

Up 300% on my AMD investment. Should I sell, hold or keep buying?

Mentions

I don’t own any MU, AMD, etc but my Dad does! He is my ultimate hedge 😘🥰

Mentions:#MU#AMD

I think they qere hoping fir AMD type of move where it gain 20% but then again most of this is already prices in.

Mentions:#AMD

I didn't know that, thank you. Anyway, I've mostly invested in companies like AMAT, KLA, AMD, Micron, and Nvidia, so that's just been my experience. They all tend to go up together and fall together, but the strongest stocks usually outperform the rest by a pretty wide margin. Maybe it's different in a normal market, but the semiconductor sector doesn't seem to be driven by logic right now. It just feels like a giant guessing game.

Mentions:#AMAT#AMD

Tesla uses AMD chips rn

Mentions:#AMD

Bruh.. should have bought AMD or MRVL calls when they were at the bottom.

Mentions:#AMD#MRVL

Ime the best way to do it is take like 2-5% of your portfolio and make it “fun money” and pick a few stocks. If any of them work out, you can be up massively, and if they don’t it’s not a huge hit to your portfolio. I actually just cashed in my gains from AMD over the past 5 years today and redistributed to my usual funds. Nice return in that time that certainly beat the market, and my other picks have either stayed in line with the market or missed it within a standard deviation

Mentions:#AMD

I own AMD PLTR NVDA etc but it just dawned on me that ai is literally fucking useless and retarded for most people, do any of us even use it?

Too bad MU isn't AMD.

Mentions:#MU#AMD

it is kinda retarded to think that AMD can drop 60% and still be green ytd

Mentions:#AMD

Listen: MU to SK Hynix is the same as, NVIDIA to AMD, i.e. this is secondary importance B-tier earning report in grander scheme of things.

Mentions:#MU#AMD

AMD still over $500 so this dip remains fake and gay

Mentions:#AMD

I used AI to answer this AI post. Fun times! **Most likely:** MU reports strong numbers, but the stock reaction depends almost entirely on **guidance**. The market already expects monster results — around **$35B+ revenue and \~$20 EPS**, with next-quarter expectations even higher. So a normal “beat” may not be enough. **Bullish reaction:** If they say HBM demand is still sold out, pricing is still rising, gross margins are holding, and next-quarter guidance comes in meaningfully above expectations, semis probably bounce hard tomorrow. That would likely help **NVDA, SOXX, AMD, Broadcom**, and the general AI trade. **Bearish reaction:** If guidance is merely “fine,” or they hint that pricing/supply is normalizing, I’d expect a nasty sell-the-news reaction. MU has run so far that “good” may trade like “bad.” Reuters specifically framed it as priced-for-perfection anxiety after a huge run. **My honest guess:** Slight lean bullish for the AI trade **if the call is clean**, but I would not be shocked by MU being down even on a beat. The key phrase is: **good earnings, dangerous expectations**.

Agree, but oof. Especially when compared to AMD, MRVL, etc, and other opportunities that have more parabolic.

Mentions:#AMD#MRVL

how tf are AMD options priced? most days it has a 10 point range, but the pricing on them is insane

Mentions:#AMD

I bought 17000 shares of AMD at $2 because of their branch prediction technology. What happened next will underwhelm you.

Mentions:#AMD

Another day AMD pumps way harder than NVDA

Mentions:#AMD#NVDA

Well my whole PC is parts from 2020, DDR4 RAM and any of the new cpu/gpu/mobo are all DDR5 😔. Currently have an i5-9600k and an AMD 5700xt

Mentions:#PC#AMD

Had a trailing stop loss in place for AMD/SNDK/MU/DRAM 490k liquidated on the open yesterday. Dropped 70k  Going to split all that up across the same stocks today.  Trailing stop loss was a moment of weakness. I'm a perma bull stocks only go up

Mentions:#AMD#SNDK#MU

I am also a AMD holder but I would pay the loan for a peace of mind

Mentions:#AMD

My port is 100% WEN BYND OPEN GME AMD BBBY

This is one of those posts people don't want to hear, but it's true. A lot of investors think they're diversified because they own Nvidia, AMD, Microsoft, Google, Meta, and a semiconductor ETF. That's not diversification....it's one big bet on the same theme. When people say "the market is crashing," what they often mean is "my tech portfolio is crashing." Nothing wrong with being overweight tech if that's your conviction. Just don't call it diversification and then get surprised when all your positions move together. That's concentration risk, not bad luck.

Mentions:#AMD

It's at some wild historical lows... I bought AMD at $3... and did a put which made me another $50K when it dunked... ...the only issue here is time to hold vs reward and if it is worth it... but with a 9% dividend... thats something to consider.

Mentions:#AMD

Options for underestimated IV equities, leverage(hyperliquid) for overestimated/very high IV. So, options for NVDA, PLTR, ADBE, TSLA, NOW, SNOW, maybe NBIS but only 0dte or 7+ DTE, and hyperliquid for MU, SNDK, ARM, AMD.

I must have been living under a rock but AMD is 500+ ??? what the actual fuck. i sold this bitch at a loss when it shat the bed last year and dropped from 200 to sub 100 in a month and now it is at 500+ LMFAO

Mentions:#AMD

Yeah, Intel bought the vast majority of ASML's first delivery of EUV machines. I get the "hype" about Intel. It's a great turn-around story. Their desire is to try to become the next TSMC is laudable. The business world still sees TSMC as one of the biggest risks the global market because of the obvious geopolitical risks. If not for that, it might be trading as a higher market cap than even Microsoft and Amazon. The problem is the market got waaaaaay ahead of itself. Like the chip deal they got with Apple is for older processors since "the big boys" in the space are way too backed up. They fell behind AMD and got priced like they were going out of business, then got priced back in as the now 21st biggest company on the planet on the mere notion they could in what... 5-10 years start competing with TSMC? This is as a time AMD's market cap nearly tripled when they weren't even fully proven in the AI space because of the mere idea agentic AI might cause their profits to skyrocket. People were way ahead of calling the bubble back in the Fall. There was still something of a logic behind even some of the pricier companies. Now we're actually seeing it with valuations front-running companies by many years. Yeah, so funny about a lot of what you next wrote as I know I got some nasty glares for bringing this up in another thread, but people love throwing around the Dot Com comparisons while forgetting one of the most important lessons of the Dot Com era: don't get caught up in a CapEx explosion. We made the exact same mistake back then: the "picks and shovels' analogy got thrown around, everyone went all-in on the semis, and people spent the next 2 decades waiting to get their money back from the Qualcomms, Ciscos, and MUs of the world. Meanwhile, the long-term winners were... software and e-commerce. But it's going to be a mess getting there, and the ugly reality a lot of people are increasingly coming to the realization is that AI might be heavily commoditized. If the individual models lack moats and pricing power, it doesn't mean the tech is dead: it just means everything was priced wrong from the start and the "repricing" will be an ugly affair. Mind you, I think Street insiders are probably happy with the setup as enough investors are still around from the Dot Com era to recognize how this is likely to play out: milk every last dime you can from the CapEx spend as free money, dump everything once it looks like the bubble is ready to burst, and flee to the sectors likely to profit the most once we actually figure out the business use of AI. Plus adding on to what you said, I think the big players want to spend the money now because they know we're coming to the end of the 100-year debt cycle in the next couple years. If you're going to spend this kind of crazy money, now is the last chance to do it before you have to start tightening the purse strings. BTW super fun conversation. One of the best ones I've had on here recently. I do really enjoy trying to reason this stuff out rather than just throwing up your hands and saying the market makes no sense.

Mentions:#ASML#AMD

Intel is a particularly interesting case. I was looking at it not too long ago, when it was 20$... I couldn't believe the amount of hate accross social media, it was like the unanimous opinion was that it was a shit company with shit product, and going to zero. I mean, historically if you were in the market for a CPU, it was either AMD or Intel... And sometimes AMD had some better price/performance deals for gaming, but Intel ALWAYS had the best CPUs. Now, AMD currently has bested Intel on their latest generation, but will that last forever ? Besides, Intel still wins on single core performance. Apple somehow managed to beat Intel on their latest processors, which is interesting, but irrelevant to most people on this planet cause they're not on IOS. Intel also always had the best Wi-Fi modules, bar none, and as far as I know this is still the case. At a time when more and more stuff has Wi-Fi connectivity. Intel also is unprofitable right now cause they're massively investing to produce next-gen products on US soil. Which is a big gamble, but it also could pay off massively. Didn't they reserve all of the machines that ASML will make this year, or something like that ? Then Intel went up 6x on basically no new information... Crazy stuff. Like at some point people realized Intel was still making chips, which are the current theme, and it doesn't matter what they are or who makes them. >The $30 trillion question at the center of all of this: how is any of this supposed to create the kind of sustainable market needed to justify these valuations if nobody believes in any of the companies footing the CapEx bill? That's the question I've been asking myself for years now... The answer I usually get is something like ''it can't be a bubble, the hardware sales are real''. Then I go ''that's precisely a bubble if the hardware is bought to perform unprofitable tasks''. The funniest part is the schizophrenic disconnect between the whole ''short software long hardware'' theme. Look at how Palantir dropped hard from June 1st, exactly at the same time as the IGV etf. That eTF contains currently hated names such as SalesForce and ServiceNow, but also Palantir. And love them or hate them, Palantir's entire business is based on leveraging AI to increase productivity in large organizations... Youy know, the whole thing that people hope is going to justify the AI capex spending. THEY ARE DOING EXACTLY THAT, and they get shorted like they were some dinosaur legacy firm selling fax machine firmware. I know PLTR still has a high valuation, just mentioning how the market recently seems to be lumping them will any and all other software companies. Another funny example is MSTR. Most of their business is now their bitcoin accumulation strategy, but they are included in the IGV index as a software company. And the crazy thing is their software actually leverages AI tools. So anyone shorting the index is also shorting this company which actually makes money with AI, which should be the reason behing going long semis in the first place... The idea that the hardware will be in demand because at some point people will make money off it. And by shorting the index, you are also getting short bitcoin exposure, which should be a different conversation altogether. >blames the whole thing on Direxion's double/triple leverage long and short ETFs. I pretty much doubt this is the root cause of the problem, as these are mostly retail products. Traditional wisdom says retail rarely moves the needle that much. And I suspect many people are using these for convenience, instead of options. As in, the volume you see there would probably be in the derivatives market instead if these ETFs didn't exist. My gut feeling is the big players know a wall is coming, but the incentives aren't there to kill the hype train. Aside from SpaceX and the 2 insane IPOs coming, I think Google and others also raised massive amounts of money... Could be they know winter is coming, but they all think they can survive just fine if they can fill the coffers enough before it hits.

Once I sell AMD, I would like to buy this stock, but I think selling AMD right now would be a missed opportunity. I would definitely buy ServiceNow if its still under 100 once I sell AMD.

Mentions:#AMD

You’ve heard of FANG. Mag 7. I give you the Retarded 9. Massive gains YTD. It’s time to rotate away from the Retarded 9 and forge new roads. SNDK - +857.77% MU - +333.67% WDC - +328.17% STX - +298.53% INTC - +279.59% MRVL - +259.11% DELL - +234.36% FLEX - +159.31% AMD - +156.64%

Delta is a variable that is part of the Black-Scholes-Merton model which is one of the option pricing models that is used. It is the first partial derivative of the formula which is an estimate of how much an options price is expected to change for every $1 change of the underlying stock. It can be used as a rough proxy for whether the contract will go itm. So for example - the 7/21 600c currently has about a 25 dela. That can roughly translate to the market pricing in a 25% chance that the underlying will reach 600 on 7/21. Why do you think that AMD will reach 600? I think that would be an ATH for AMD. If you really want to increase your odds - you may want to write a higher delta call. The higher premium will also add to the profit.

Mentions:#AMD

Intel RJ AMD Nvidia

Mentions:#AMD

I put everything into SoFi and sold at $32, then put all my money into PLTR, and now I'm in AMD. After, I will be a safe investor.

Mentions:#PLTR#AMD

Thanks, I'm basically trying to get out before Q2 results and rebalance my portfolio (literally 1/3 is AMD) I debated using a ladder, but because there's only 4 contracts I'd rather keep it simple. I'm not familiar with Delta, what is it?

Mentions:#AMD

AMD already has a PE ratio of 176, so my personal opinion is that you won't hit your price targets within the next 12-24 months. ;)

Mentions:#AMD

One strategy that has been commonly used is to invest in a financially sound companies future, speculation will lead to less gains over time- imagine you keep those 70 shares and it somehow goes to 1200-1500?. But I’d do some deep financial analysis to confirm target price if you really believe that. I wish I had 250 shares of AMD at that price.

Mentions:#AMD

Naw I’m good. Made 15K on AMD calls a couple weeks ago. Plus 10K on QQQ calls. I just pull it out so not tempted to be completely regarded lol

Mentions:#AMD#QQQ

My landlords rent payment depends on if AMD pumps or dumps tomorrow.

Mentions:#AMD

Financials are doing well still, MAG7 isn't down too much, SEMIs/AI trade like MU, AMD, Intel, LRCX, QCOM, WDC, SNDK, AMT has been on a huge bull run. Costco & Walmart still holding up well also

Right and AMD

Mentions:#AMD

Microsoft, AMD and META are weak "AI" plays.... AVGO, NBIS, MU

AMD killed Intel...

Mentions:#AMD

Noo wrong way AMD!!

Mentions:#AMD

$SPCX will be at interstellar💫 levels by the end of July. Melon🍉 is playing his 420-dimensional chess♟ and everyone that's bearish🐻 is stuck in their plain old X, Y, and Z cartesian coordinate system. We're about to see new Starlink terminals with bandwidth faster than a Starship rocket could launch your mom into geosynchronous orbit🚀🚀. ALSO some people are saying their Colossus AI 🤖 program has already surpassed competitors like Alphabet and will be in demand from all major smartphone 📱 manufacturers. PLUS unlike some washed up chip companies (cough cough AMD-eez nutz 🥜) Easy E-Muskrat knows best how to run a capitalist business (aka cook the books 👨‍🍳📚).

Please pump AMD you crazy bastards!! Praise Allah

Mentions:#AMD

**BanBet Lost** — /u/CEOofBeanz (0W-1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $542.06 → $600.00 | +10.7% | 1d | Lost |

Mentions:#AMD

I diversified by selling my AMD and buying DRAM, MSFT, and PLTR. (The other 70% is in VOO and EM)

Today has been a good refresher that QQQ is not exactly the same holdings and proportions as the Nasdaq 100, and a review of it today reveals it's much more overweight semis and hardware than I thought. For example it holds much more Micron and AMD than Microsoft or Google, even though the latter are much larger market cap. This is how we're managing to see all the traditional big tech companies green today but QQQ deeeeep red

Mentions:#QQQ#AMD

Stacy ragson is a #1 wallstreet investor apparently who “called it” on Nvidia. Last year on AMD, $85 EOY price target. This year, $600 price targets. They are more regarded than us my guy. Or keep listening to them and lose money 😭. Inverse world best. Inversed wallstreet on AMD, boom 5x return 1yr

Mentions:#AMD

You can tell this dip is fake and gay cause AMD is still over $500

Mentions:#AMD

AMD's trailing PE isn't near 200 if you don't consider the effect of the xlnx amortization.

Mentions:#AMD

AMD's trailing PE is ~200. It's forward PE is ~60.

Mentions:#AMD

Next headline when these companies rise by 2-3%: "Nvidia, Micron, AMD lead tech growth as AI trade heats up". The irony of AI creating these headlines is not lost upon me.

Mentions:#AMD

If MSFT reduces Capex on semis crap, MU and AMD bag holders will be created instantly

Mentions:#MSFT#MU#AMD

Trying to do my first covered calls today. I have roughly $250k (484 shares) of AMD stock and I'm aiming for a target exit of $600. I'm confused how the premiums work and what I should realistically set my expiration to. Would 1 month exp at 600 be realistic/ideal if the goal is to liquidate my stock in the next 3 months?

Mentions:#AMD

AMD has a PE ratio near 200.

Mentions:#AMD

This woman is carrying on the Automatic Money Destroyer legacy AMD left behind. Bless her soul.

Mentions:#AMD

They've run up so much in the last 3 months. AMD went from 190 to 550.. now people are freaking out because it crashed to 518??? This isn't even close to a crash, never mind a correction!

Mentions:#AMD

You’ve heard of FANG. Mag 7. I give you the Retarded 9. Massive gains YTD. It’s time to rotate away from the Retarded 9 and forge new roads. SNDK - +857.77% MU - +333.67% WDC - +328.17% STX - +298.53% INTC - +279.59% MRVL - +259.11% DELL - +234.36% FLEX - +159.31% AMD - +156.64%

Trading isnt fun anymore, my darling AMD is trading too high. All these stocks are like 500 a share. I want to buy a lot of shares!

Mentions:#AMD

Perfectly positioned today took profits on my gap down CRWV and IBIT positions now hoping AMD doesn't tank farther from here so my Iron condors can print.

Mentions:#IBIT#AMD

Had a trailing 5% stop loss on my DRAM/MU/AMD position. Immediately all executed at market open. 70k down today still 100k up over the last month. Hoping funds settle and I can buy back in before earnings. 

Mentions:#MU#AMD

Money finally rotate from MU SNDK and AMD into MSFT!!!

I think MU will beat earnings. It will be down to guidance, IMO. I think 4 out of the last 5 earnings MU has dropped, but then rallied to ATH. That last earnings drop was due to the high capex spending, but if I recall everything else was good. MU may drop more heading into earnings and even after. I don't think it will drop much under $1,000, but it could get down to that number. Today is red across all semis and tech so it seems it is macro more than just MU's earnings. Anyway, it is probably a good buying opportunity if you're wanting to get into MU, STX, WDC, AMD, or TSM. Not financial advice, just one poor soul that is heavy in the red today

just logged in, why the hell is AMD down $40 in pre market

Mentions:#AMD

Lmao SPCX MU AMD bag holders incoming

Mentions:#SPCX#MU#AMD

The majority of my gains this year are literally from MSTR puts and I own a lot of AMD…

Mentions:#MSTR#AMD

Just buy a bunch of shares today of AMD’s 2039 equivalent.

Mentions:#AMD

AMD down $40 on what lol

Mentions:#AMD

Some dude in the comments on that post was calling himself a dumbass for holding AMD at $29 in their IRA LOL I hope he didn’t sell too soon

Mentions:#AMD

Y’all were quick to forget that AMD stands for advanced money destroyer

Mentions:#AMD

"*Is it rumors of a miracle top secret chip or processor, is it mindless retail investor greed, is it Intel buying back its stock.*" Really if you're asking those questions you have a lot to learn about investing. Great companies can lose money - just look at Uber (who lost money for decades in the beginning), Boeing, etc. If you missed buying Intel at <$19 just over a year ago then you probably don't know the tech industry and/or you have no idea how to use your platform's scanner tool. You have a company that the world depends on to make server and client chips - a tens-of-billion dollar run-rate business. Whether Intel is profitable or not, this business is massive and constant like a treadmill. They have only one competitor in this business, and even so they have the majority of business. But that's not all. They are now a foundry. Not just any foundry, *but one of only three companies on this planet that make the most important product to mankind right now* \- advanced semiconductors. When you want to train AI, or make self-landing rockets, or cars that drive themselves, or forecast weather, or deliver a Google search or a Facebook photo recognition...the list goes on...you need leading-edge processors and all of them come *from only 3 companies on this planet*. Forget the Strait of Hormuz - if these three companies shut down then life as we know it on this planet would disappear overnight; you'd only be using only cash at the store and sticking an antenna on your roof for TV to get the weather. "*So what triggered this 250% increase in stock price.*" You're looking at it backwards - it wasn't an increase, it was simply a recovery...and then some. INTC was severely depressed from a loss in revenue and margins, the fascinating details of which I'll skip for brevity. Here's some things that were notable in the beginning of 2025 when the stock as $18, all of which made them a no-brainer for investing in: * Although Intel made the most advanced chips in the world, they only made them for themselves. Then they announced they were becoming a foundry for anyone. Any investor in tech should have sat up and taken notice at this major development - this is HUGE news. They were now going to be open for business to anyone. * The x86 market is *enormous* and *constant*. This traditional business keeps the money machine running while Intel starts it's new foundry business. * It's hard to overstate the importance of being one of three companies in the world making the most critical products on the planet. * At $18 INTC was trading at *book value*! What does that mean? It means that as an investor you simply cannot lose money in a F500 company that has a run-rate business for one simple reason - the stock simply cannot go lower. It was trading at the value of all it's fabs, building, equipment, etc. and could have been bought and parted out on eBay for more than the stock price. This literally was a stock that was bottomed out making it the safest bet in the world. (*If you're not using your scanner for large successful companies trading at book then you're not doing your investment homework*). Yes Intel has had several years of losses, but that statement alone is pretty shortsighted. Intel has spent decades - *probably longer than the OP has been alive* \- being one of the most profitable companies in the world, and that was without being a foundry (for external revenue). This is temporary blip in which the x86 business will be fixed and rightsized. However the new foundry business brings unprecedented new revenue opportunities in a market that is - to use Jensen Huang's words - *is insatiable*. Unlike AMD, who is reliant on someone else (TSMC at the moment) to make their chips, Intel controls their own silicon for their x86 business and will open the doors for others (Apple being the latest rumor). All that above is why I put my money where my mouth is well over a year ago and waited patiently...

Mentions:#INTC#AMD

Guys need help pls AMD can go below 510 today? Give me an honest opinion

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Honest opinion u think AMD gonna go below 510?

Mentions:#AMD

I took AMD puts last night. Can someone open the market so i can close them now? One of you mofos must be a janitor at the CBOE who can let me in the back doof.

Mentions:#AMD#CBOE

The fuck is AMD even doing

Mentions:#AMD

Can't stop lolling at a FIRE thread where some guy shared his $1M gains on AMD, and everybody is tut-tutting him for not being "real FIRE" and "gambling" for buying one specific ticker

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Dude AMD for me, I had 1000 shares at 3.25. I sold them at 21. I hate my life

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I had AMD @$10 a share and sold for measly 12k profit.

Mentions:#AMD

When AMD hit almost 1 trillion market cap I knew we were heading for correction. At this point anything trending is ripping (great example space X) I think a correction is due simply to balance portfolios. Tech will always be heaviest sector but too many eggs in one basket right now due to inflation and inflation causing inflated guidence/valuations. But hopefully these corrections are shorter events similar to how the market recently dipped sharply and came back + sideways action over extended periods of time. 2008 was horrible I don’t think anyone wants that again.

Mentions:#AMD

$MU overstretched NVIDIA held 80-90% share of AI data center GPUs from 2022-2025, confirming a near-monopoly in high-performance AI accelerators despite emerging competition from AMD and others. • Micron has no memory monopoly; SK Hynix leads HBM production with 57-62% share, Samsung holds significant position, and Chinese suppliers like CXMT contribute growing but smaller volumes. • Low-end NAND and storage memory remains competitive with players including Seagate, Western Digital, SanDisk, and Japanese firms like Kioxia, supporting the post’s contrast to NVIDIA’s position and skepticism on memory stock hype.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

Mentions:#MU#AMD#HBM

Jeez OP, that should have been eons ago. I checked my broker and they don’t even have charts that extend right back to when AMD was $3 ( at least on the mobile version) Kudos you deserve it, i wish i had your patience To resist all the Advanced Money Destroyer time period even though you still would have made over 500% then. Teach me to have diamond hands

Mentions:#AMD

Dude.. Invest(hold), don't gamble(options), with the run this last year its nearly impossible NOT to make money, you have to go out of your way to fuck up AMD and MU... and yet you managed to do it. Round of applause good Sir, well done. IF you're going to gamble you need a much stronger hands, and clearly you dont(I know i dont).

Mentions:#AMD#MU

You’ve heard of FANG. Mag 7. I give you the Retarded 9. Massive gains YTD and superior regarded level strength. SNDK - +857.77% MU - +333.67% WDC - +328.17% STX - +298.53% INTC - +279.59% MRVL - +259.11% DELL - +234.36% FLEX - +159.31% AMD - +156.64%

Everything AI gets a huge price premium - except NVDA. It’s a value stock at this point. Look at forward PEs of AMD or Intel. NVDA is laughably undervalued

Mentions:#NVDA#AMD

Trimmed my LEAPS. Sold google and SPY leaps. Keeping intel and AMD

Mentions:#SPY#AMD

How does one make 14000% on stock? Did you buy AMD @ 4

Mentions:#AMD

Remember when pltr was worth more than Intel and AMD combined

Mentions:#AMD

Bought Netflix leaps today. Huge wins with AMD and Google leaps last year lets see if I can repeat the magic.

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Dang you put like $80 into AMD?

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one you unlucky fuckers needs to buy AMD at ath so it tanks

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I find AMD's rise to godhood insulting when their graphics cards and software are pure shit

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This is a big one for me. See it with the same potential as AMD back when it was priced in single digits. If they execute this is another multi year runner in tech.

Mentions:#AMD

My 500%µ AMD gains from when I accidentally sold 20k down payment too much last year feel like an argument (That aside, even that included I'm just barely above the baseline performance of the index and could over the years definitely have done without the stress of also doing some stock picking)

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Then they must have spread it around and different times. If they put 2B in AMD calls they would make much more than 1000%

Mentions:#AMD

Yes. I mentioned semiconductors. Of course. It’s not that I’m bearish on AMD. I just don’t like putting all my eggs in one basket. If you buy AMD, of course, I hope you’ll make a nice profit on it.

Mentions:#AMD

You mention semis but no love for AMD?

Mentions:#AMD