AMD

kingsheperd

haha yeah true, but there could be a bigger upside compared to AMD in this case. but the main gist is that i'm laying low and moving to value stocks from growths for a while and stacking cash

Boston-Bets

An unprofitable company (OpenAI) that DOESN'T have the $$$ to pay for the "commitments" its made to AMD (yet). Still trying to find details of the Warrants, and at what price each "tranche" vests (supposedly upto $600/share).

re-thc

Not sure if you're too young or have forgotten. Nvidia failed many times with overheating (literally) and poorly performing GPUs in those days. ATI fought hard and gained market share. And yes AMD handed Nvidia victory because AMD after absorbing ATI ran out of money due to CPU loses. They even had to sell their fab i.e. now Global Foundries. What part of history are you missing? So what if Snowflake existed whilst hyperscalers existed? Exists doesn't mean they care or invest heavily to compete. It was widely reported and by numbers that Google Cloud did nothing during the years of Snowflake growth. No 1 really used Azure those days either. Nebius only announced Microsoft in September. Meta happened in November. It's been barely a thing for its lifetime. It's also not where the data centers are but who are the customers. Earlier a provider in Australia was caught being a front for Chinese customers. They ship hard disks, do the inference and take it back. Do you really think Nebius is the expert in data center building or they're just the poor guys taking on the debt. Why Microsoft, Meta, Shopify etc using Nebius? So they take the debt out of their books and can cancel any time. Renting GPUs without being a hyperscaler is a very poor business as the value has crashed and will continue to. A new generation GB300 whilst you have GB200s and those are now worth nothing. Equinix, Digital Realty etc have been doing this for decades. Out beaten by some randoms? Data centers are like building homes. You don't just rush it.

polynesiantrapezius

Highly disagree on Nvidia getting a “free pass”. Nvidia won by executing faster, building superior architectures, and out-innovating rivals until consolidation removed weaker players. AMD’s later CPU issues did not hand Nvidia victory. Nvidia’s dominance came from technical execution across multiple generations of GPUs. Snowflake did enter a market dominated by hyperscalers. AWS Redshift existed years before Snowflake. Google BigQuery existed years before Snowflake. Azure had Synapse stack primitives. Snowflake built a narrower, specialized, high-performance data warehouse with separation of storage and compute. They won share directly from hyperscalers by doing one thing better. Hence the direct parallel to Nebius specializing in high-density AI compute rather than the full cloud menu offered by hyperscalers. The claim that Nebius’ “real moat is hosting sanctioned entities” is completely false. Nebius openly reports its big customers like Microsoft, Meta, Shopify, etc. These are among the largest and most compliance-heavy enterprises in the world. Not sure if you're talking about Meta or MSFT here, but they'll be using US-based compute from New Jersey and Kansas City. Their hardware is sourced directly from Nvidia under standard Nvidia enterprise contracts. Their data centers are located in the United States, European Union, Israel, and more under highly regulated environments. This narrative is speculation with no factual basis and contradicts their disclosed client roster, compliance posture, and partner agreements. Highly disagree on Nebius “takes all risk for little gain.” I do agree they expose themselves to a many risks, but not for ''little'' gain. For huge gains.

Wowmuchrya

Well not only that but the fact that AMD had to sell 10% of itself to a non profitable company in order to make a “deal” and the market celebrated was full retardation. Why would any profitable company give up its own shares to a non profitable one LMAO. OpenAi shoulda been paying AMD if anything, but Lisa had to pump that scam stock somehow after watching Nvidia gap her shit for the 5th year.

Boston-Bets

AI is real, but the revenue projections needed to support the valuations are not. Like you said, AMD is a prime example.

Wowmuchrya

OpenAi is a scam, but AI is real. The price valuations got disconnected from reality for some of these semis for sure. AMD 250 was a top signal if I ever saw one.

Embarrassed_Tax_3181

I have LEAPS on AMD. I believe it will be over $300 by April next year

UnObtainium17

My biggest mistake was not buying in. I remember doing D&D on TSLA around 2017 and writing it in my journal, ended up not buying because I always stick to fundamentals. i still turned out ok because i decided to just keep on piling money to AAPL, COST, MSFT and JPM rather than add another company. NVidia was the most recent one, post 2020. I bought AMD instead.. Still got up bigly and ended up selling all of it few months ago near $200.

Plumbous

My pixel 5 finally died in June and I went ahead and picked up a pixel 9 to replace it. The pixel 9 is thicker, slower, and has more bugs than my pixel 5. On the flip side, I recently bought a small 13 inch laptop with one of the new AMD chips, and it runs video renders for work at the same speed as my tower with a 3 year old Intel chip and twice as much RAM.

re-thc

Have we lost history? Nvidia did NOT enter a market dominated by Intel and AMD. Not at all. Nvidia was up against ATI and some others when they started. Intel focused more on laptops, servers and desktops non-gaming. Nvidia and ATI were competing pretty hard until AMD acquired ATI and then AMD suffered huge defeats to Intel on the CPU front. This literally gave Nvidia a free pass for a long time. Snowflake and AWS and Google? Google barely cared about its cloud until quite recently when Google cloud changed executives. AWS were like Intel and was too comfortable so no Snowflake didn't "steal" the pie either. As to Nebius - their real moat is an EU company acting as a hosting front for Nvidia to EU and US sanctioned companies. Will this last? Probably not. Nebius tank all the risk for little gain.

Wowmuchrya

AMD is just leveraged Nvidia, always has been

dont_downvote_SPECIL

If Nvidia really wanted to, they could acquire AMD near the end of Donald Trump's presidency to avoid antitrust pushback And Lisa Su would probably be ok with it since Jensen Huang is her cousin

Jerikolol

I wish i could spread AMD on my pen1s and have my BF eat it. Wait what were we talking about?

Ochopuss

I KNEW I should have bought AMD puts when it was $250+. I chicken out when I see it go up even higher.. my hands get too week when my options tank in the short term when the stock price goes the other way even though my expiration dates are far enough out. So frustrating.. I would have a near 100% success rate if I followed my gut (which is basically common sense at these prices) but I lose confidence quickly..

Pe_ter1992

What do you think does the news to AMD?

dont_downvote_SPECIL

AMD is caught in an awkward balance where their chips are not good vs. Nvidia for training & too expensive vs. Broadcom for inference That's why Nvidia & Broadcom is the peanut butter & chocolate for AI LLM models

dont_downvote_SPECIL

Nobody who works at an AI lab really want to switch from Nvidia to AMD lol AMD chips have worse performance and they would have to rewrite their entire workflow from CUDA to ROCM. Also ROCM kind of sucks vs CUDA. It's like telling your $500K AI researchers to go from English to speaking broken Russian It just doesn't make sense to waste your time rewriting & transitioning shit to AMD when you can be making forward progress with an NVIDIA stack

dont_downvote_SPECIL

Switching from Nvidia CUDA → AMD ROCm is like switching from an iPhone → an Android from 2011 while running a billion-dollar business with thousands of custom apps. It’s not impossible, but it is painful, expensive, slow, risky, and yields worse performance. That’s why labs stick to Nvidia even when AMD hardware is “cheaper.”

98Metrics

Bought AMD, META, LEU and CRWD at top. Sitting on my sofa and watching my portfolio crying.

Hungry-Rain-6740

preach the AMD calls

Ill-Ad1603

NVDA calls, AMD calls

Illustrious-Aside522

INTC losing share market to AMD, like what are you talking about?

le_Derpinder

More than -11% since the AMD article.

stickman07738

Some people will hate my strategy but it works for me as I retired early 12 years ago and been living the good life. One of the most important things in investing (not gambling) is to have both a downside and upside strategy. For my downside strategy, it is simple - if I loses \~15-20% of my original investment dollars, I am out and ask what did I miss or were there any over-riding events (war, terrorism, ..). I will continue to watch but rarely do I average down as I view this as throwing good money after bad. You need to remember if you lose 50%, the stock needs to double just to get to even (that just does not happen often). For the upside (makes sure you have a price target based on your DD and actively monitor), I typically sell 1/3 or 1/4 if it grows 25-50% (no harm in taking profits). If it doubles, I sell half and let the remainder ride as I view these as "free" shares from my original investment dollars. They become part of "hold and forget" portfolio that I only tap if I need the money for a big purchase (car, home remodel, vacation...). Today, my "hold and forget" include HON (\~$30), META ($19), AMD ($2), GE ($6), LLY ($60), BRK.B ($101). HON is my largest individual holding in the high 6-figures today. Slow and steady wins the race. Avoid FOMO and YOLO. Good Luck

gkdjsl

The article is dated Nov 19 and it didn't prevent semis from dumping on Wednesday and Thursday. There's some announcement that's supposed to be made on Monday though. Fingers crossed for my obliterated AMD calls.

ThatGuyFrmBoston

AI Bubble is cancelled .. CALLS on NVDA & AMD

ixvst01

It most certainly affects stocks. Who's going to buy the products and services from companies if everyone is unemployed and has no money? AI is short term bullish. I'm heavily invested in SOXX, QQQ, AMD, NVDA, etc. like everyone else here. I make money when AI drives the market up, but I also think long term if AI reaches a point where it can replace most jobs, then it could be devastating for the stock market. Consumers with no job have no money to buy stuff, which means companies have no customers and earnings go down.

Obvious-Light-2701

The only way it works is deep in the money but they still expire. I was in AMD at $78. It has been one of the biggest money makers this year but that was in stock. I don’t have a 60k win in options but I just have the cash and the taxes the stock I’ll sell when I old and never pay the tax I. It. They can dig me up to get that if they need 🤣🤣

jarMburger

I being selling INTC puts since Nana was invoked, but seriously OP’s AMD take is a bit horrifying. I worked in a hyperscaler in my former career and can say for sure that there are several programs of using AMD cpu in the standard compute rack. There’s reason why there’s a substantial increase in AMD DC sales and most of that were in CPU, not GPU. If there’s some over promise by AMD, it’s in their gpu segment, not CPU. Also, both Intel and AMD chip runs on somewhat similar architecture so the whole crypto security issue is misguided. Just a quick google will give you the right info on that.

Dependent-Mousse5314

AMD can put up similar numbers of raw computer power that Nvidia does. It just comes down to Nvidia’s Cuda software support having a 10 year lead on AMD. But RocM is making big improvements all the time and the AI push will accelerate that progress. I feel like AND closes the gap sooner than 5 years from now. I don’t think AMD surpasses Nvidia, but I think they make it a lot more competitive.

moldyjellybean

Generally this is true but I’ve been doing that. Every OpenAI/NVDA announcement has been a pump and dump. Look at ORCL, AMD, AMZN, NOK, QCOM and every other announcement every time it’s like a 30% pop which isn’t sustainable.

among_apes

Yup, I got stopped out of AMD after it went from $9 to $15 then started to drop. I’ve thought quite a bit about that quarter mil stop loss that locked in $2k or so in gains.

______deleted__

>I’m not arguing Google doesn’t make money. I think we’re on the same page, the rest doesn’t really matter because all I care is they make money now and invest in their future to make more money later. If you think it’s dumb shit, I hope more people think that way too. Bad sentiment is good for a good company, prevents large volatility swings and bubbles like we see in NVDA, TSLA, AMD, etc. I don’t see investing into dumb shit that will be profitable in the future as poor money management for a company that has to keep up with the latest tech. To you, it’s AI slop, to the younger kids, it’s new and interesting - it’ll get clicks, get ad money. That’s all that matters.

Minute_Tune_6461

I’m selling VTI and buying dips on PLTR NVDA AMZN META AMD

Nouggie

I don’t know anything about investing into Intel or AMD ( I do own a chunk of Nvidia shares though), but I do know the technical side of CPUs and GPUs since I work as a ML engineer…. I seriously don’ know if you are being sarcastic or not, but if you think you can compare i7 cpus with blackwell chips you are a full on regard. God speed!

OpeDefinitely

The term "graphics processing unit" is a holdover from an era when the only mainstream practical use specialized matrix operations chips was graphics/rendering. Practically speaking, NVIDIA's datacenter "GPUs" do the the same thing as Google's "TPUs". From a hardware perspective, it would be pretty trivial for Google/Broadcomm to repackage their "TPU" technology as graphics cards. However, it's an expensive pain in the ass to build the APIs & translation layers to make new matrix operation architectures compatible with the graphics engines that most graphics rendering software uses. NVIDIA & AMD have HUGE "first to market" advantages as far as software support in graphics processing is concerned. At the same time, graphics processing has become a low profit industry. All told, there is no incentive for Google/Broadcomm to sell "GPUs" at the moment. NVIDIA has long had a similar api/software advantage in the machine learning/AI space: CUDA API. The ubiquity of CUDA programming in the machine learning space leading up to the launch of LLMs gave NVIDIA a HUGE advantage, and ultimately made NVIDIA the leader in "AI chips". For a long time, Google's machine learning development API was more-or-less dependent upon CUDA's API and thus dependent upon NVIDIA chips. Now Google and Broadcomm has developed their own datacenter chips that are optimized for TensorFlow without the need for NVIDIA. The fact that performance is in line with NVIDIA's comparable products inherently poses an existential threat to NVIDIA. Because these chips enable the use of TensorFlow without needed NVIDIA chips, they will be positioned to end NVIDIA's datacenter GPU/TPU/matrix processing monopoly. So they do pose an existential threat to NVIDIA. For now, it makes the most sense for Google to keep all of its AI development in-house: they want to win the AI race for themselves. But at some point, it will obviously make sense for Google & Broadcomm to bring their "TPUs" to market. As I mentioned above, they are clearly positioned to end NVIDIA's datacenter matrix processing monopoly.

Inevitable_Butthole

Yeah and OP is just fantasizing NBIS because he owns shares. It's like betting on AMD in 2019 instead of NVDA. They'll both be winners but one more so. Coreweave has the actual power, hardware, capacity and customers. Plus, they are scaling rapidly and about to become profitable.

Sensitive-Radish-292

Lisa Su being conservative? Her projection of owning 10% of 1T market? Where 90% is Nvidia? She quite literally stated that she will destroy all competition when it comes to inference chips. So please enlighten me... who will buy AMD GPUs? Google? They have their own. Amazon? They have their own. Microsoft? They have their own and improving the current lineup. None of the big cloud providers will be interested in those GPUs. Yes most of the CPU sales are paired with GPU sales. There is a good reason why AMD doesn't disclose the divide. GPU sales believe it or not are not as important as the CPU sales, most of infra doesn't need GPUs to run servers - so owning a bigger market share of CPUs is still more important than GPU sales. Feel free to disagree. My money is on Intel, mostly because I know how heavily used in datacenters/corporate they are.

Sensitive-Radish-292

The post is mine, so you're a bit confused. There is absolutely no demand for AMD EPYCs, they are projecting 30% market share and that's mostly because of the OpenAI deal. Most datacenters use intel, corporate issues intel laptops, AMD is mostly retail heavy. That's why even here on reddit, it has such positive outlook. I didn't mention a lot of things in the post, for a simple reason - there's no need to go heavy into details. If people won't listen they won't listen. 90% of people who will read this will think of nana or Lisa Su. Yes, there was a lot of money being poured into research in Intel look up SEC filings and look for "Oregon" project -> that's the RnD. Their focus was brilliant. Get Backside power delivery ahead of competition (succeeded... TSMC might have it mid 2026 and untested in production, Samsung might have it late 2027) they focused on other tech as well (not gonna go deep on that you can look it up). But other than that they focused on their 3d packing tech - they can take a samsung node, tsmc node and 18A node and put it all together into one chip. So if you want to enhance your current design (nodes from TSMC) with tech from Intel? No problem, they'll pack it for you and add the tech along side. Go figure \*shrug\*

Sensitive-Radish-292

I'm long on Intel, thesis is about Intel - I did mention that I bought puts on AMD and rolled them, and yes. I do believe that AMD is extremely overvalued and I personally don't care about some analysts opinion. Most analysts update their PTs right after a big jump or a big dump - and a lot of these analysts cover multiple sectors - they don't specialize on one single sector and they don't analyze that sector from a broad macroeconomic perspective. If they would, they would know that INTC is a key player that is about to breakout. While I bought into INTC the moment Lip-Bu Tan rumors surfaced, doubled down before NVDA investment and doubled down further during the bear market after I researched Lip-Bu Tan's connections. Guess when the analysts updated their price targets? After INTC doubled, before that most of them were hold/sell with PT 18. But be my guest and listen to analysts. It's not AMZN not being able to rent out... there is no demand from current lead engineers/researchers. Everyone is used to NVIDIA/CUDA. Even I had to work with CUDA (and I tried working with ATI cards btw) when I was studying. If you're counting on AMD being saved by OpenAI then good luck, considering the last leaked memo showed how well "OpenAI" is doing. Be my guest, bet on AMD.

Wowmuchrya

Because not everyone can afford to design custom chips with Broadcom. GPU's are generic, TPU's are specific to one process. Once Broadcom finds a way to cheapen the process and takes more market share yes they, not trash AMD, will take Nvidia's market share.

Lisaismyfav

Buddy you have no idea what you're talking about with AMD. They did $4.3b of data center sales in the latest quarter and there is no way they only $1.5b of that is cpus. That would imply they sold $2.8b of gpus, which if anything would boost their stock price even more because GPU growth is more important than CPU growth for the share price. AMD's Financial Analyst Day also projects >35% annual growth for the next 3-5 years, eventually earning them over $20/share. Lisa and co. are also notorious for being conservative with their guidance. So go on and bash AMD all you like.

Glittering_Water3645

META, adobe, amazon, pinterest, paypal, meli, betsson, uber and AMD are my picks to buy on the dip

UndergroundHQ6

To be honest I don’t even know. I went to buy puts on AMD and was sticker shocked by the price lmao. If I had to guess, I’d say the recent AI bubble worries, burry/thiel/softbank exit from NVDA probably just put a high IV blanket over all of tech 2 months ago I told myself I should take a break from day trading and just full port QQQ 700 Jan exp and just keep my head down for the holidays. Thank god I never pulled that trigger lol

gopoohgo

Is your thesis buy INTC or sell AMD?   Because your sell AMD points kinda suck.   You used a December 2024 article about AMZN not being able to rent out last gen AMD chips via AWS.   >They are only competing with other inference chips.   Uh yeah, that's the thesis that Sam Altman stated with OpenAIs gameplan for tackling the expected bump in token usage.    >The only demand for AMD GPUs is from a deal with OpenAI.   And META and ORCL, via the Helios rack and the MI4500 "supercluster" respectively.   Link: AMD Stock Has Ample Room to Rise, Say Analysts. Thank Oracle and Meta.: https://www.barrons.com/articles/amd-stock-price-target-increase-746d3819

NormalAddition8943

I didn't see that argument in your post though. I see arguments why AMD is bad and not in demand, while "INTC is shining and thriving" (when that's not the case at all in the data center!) So on the foundary side - are you saying Intel is going to make their foundry totally vendor agnostic, competing head-to-head with TSMC, and open up their manufacturing lines on a competitive contract basis to all vendors - like Broadcom, AMD, Apple, and NVIDIA silicon and break away from Intel-centric designed CPUs/GPUs/NPUs/etc..? (If yes - then awesome; I agree it's a good idea and I'd buy shares in that too)

UndergroundHQ6

Where’s AMD lol

oldprecision

When Su Bae make AMD green?

Elons-Musky-Balls

Or put 600k in AMD and get the same return in 2 years. I like Intel but AMD is a better bet they are just really getting rolling and the new chips coming out this year are a game changer that’s why everyone is fighting to make deals with them right now

NormalAddition8943

Look at the power draw on the new Intel-core-ultra 290k to 250k plus line up: it's still a joke. They all start at 125 W and climb into the 250 W range. This is why these CPUs can't be put in ultrabooks, miniPCs, or chromebooks, and likewise are terrible for use datacenter rack-mounted multi-system blade slots. I'll buy INTC when their latest gen CPUs finally beat AMD and Apple's CPUs in IPC-per-watt, which are currently the pareto edge.

Wowmuchrya

Lol that’s delusional. You could see the put stacking for OPEX 2 weeks out at 6500. They will move the market to where they want it to go. There were huge unusual puts that came in 2 weeks ago, and they weren’t hedges, for TSM, AMD, Micron, LRCX, Oklo, and Sandisk. Yes the price went up after they purchased them, but they didn’t care. Here’s an example. These were purchased 3 weeks ago. TSM went up $10 and this institution never exited their position. Then suddenly boom, “ai crash” (manufactured fake fear brought on by planned selling lmao). https://preview.redd.it/6uv9d6m93v2g1.jpeg?width=1179&format=pjpg&auto=webp&s=3d63400abcf99457fb3c475a3dec518ce4238e10

elbay

No buddy if the demand of these drugs were solely up to healthcare professionals that can make informed decisions, there wouldn’t be this gap. Your AMD NVDA example doesn’t make sense here, because in that case the people deciding are very well informed and can do the math on it. Here “customers” aren’t informed. Therefore it is marketing.

AMadWalrus

I knew you’d go on some medical tirade because you said you were a doctor earlier. You may understand medicine but you don’t understand the market, which is what my original comment was alluding to. AMD will work just as well for 99% of use cases compared to NVDA but NVDA is worth $5Tn while AMD is worth $300Bn. Institutions understand the difference between “good enough” and “the best” and medicine is no exception. So again, it isn’t simply a marketing thing. You’re simply speaking about your feelings about how the stock price is unfair, despite not having an understanding of how “good enough” versus “the best” affects the market.

asiansnowflake

How much will the checks be for INTC and AMD? Asking for a friend.

Got_Engineers

Does anyone have access to sub 1min price data ? I would love to see the last few minutes of $AMD at close. On the last 1min candle price went from $204 to $200 but closed back at $203.75. Just insane manipulation to try to get it under a break even strike price . Would love to see the price battle on the 1s charts. Eye puckering manipulation attempts

modder9

Google uses AVGO designed chips made by TSMC. I’m admittedly unfamiliar with AMD’s AI game. I’ve wanted them to step up and dethrone Intel/NVDA forever, but the closest they did was threaten Intel in everything except single thread performance.

MrHeavyRunner

Google? Broadcom? AMD? etc?

Low_Foundation_9941

Mam, I really wish I sold AMD at 240....

Sensitive-Radish-292

Have you seen the market? You really belong here if you think it was just Intel. If you then compare how other stocks declined \*cough\* AMD \*cough\* and compare it to INTC then the drop is negligible.

TheElderberries

I don’t own AMD. So not much to say from me about the company. What kept me away was their margins. In general, I’m not convinced with stories until I see the numbers. Once I see OpenAI investment showing up in their 10Q and if the stock price is right, then that’s when to invest for me. I might be too late to the party, but it’s a way to manage risk in investments. Don’t want to throw away my hard earned money. If there is a hard drop and a good enough discount on the stock, I wouldn’t be opposed. But I would compare to NVDA first at that point, NVDA margins way better.  It is a semiconductor company, so it is also cyclical like NVDA. So keep an eye on data center slowdowns, could be years away.

JohnnyBravo_v2

Why don’t we have AMD there. Definitely a great buy

Zipski577

Great trade. I have most of my retirement accounts in ETFs like VOO/ QQQM so I don't personally full port or even like to own large cap tech names as individual stocks because their correlation is so high and they all have a beta of like 1+. I've traded in and out of META/AVGO/NVDA at times.. But GOOG is one that I definitely am willing to own in my brokerage stock portfolio. Outside of search/ AI/ cloud/ ads trades, YouTube is an incredibly undervalued asset/ segment that could trade as an individual company and gets so much content for free/ much lower cost than the billions other platforms are producing (thats mostly shit). And Waymo hasn't even really generated revenue yet. As we've seen recently they've started to diverge from being totally grouped into the AI trade with mega techs NVDA, AVGO, AMD, PLTR, MSFT, datacenters, etc. And don't have a CEO/ founder that's a "face" of the company really which can hurt at times/ command less of a market premium markets react when guys like Elon/ Bezos/ Zuckerberg/ Cook/ Jobs/ Gates act out or part ways. Great business.

Hi_MrJ

I think AMD needs an honorable mention. Hit 196 on Friday down 25% from ATH of 265.

Dear_Milk9046

How do you think this will effect stocks like Nvidia and AMD? Do you think Nvidia can keep going way up in value, when its worth 5 trillion? Or do you think AMD catches up? Will this also effect stocks like Amazon etc? will they make more cause robots will be cheaper overall? The other thing is where will all the money to buy stock come from if people lose jobs? More money printing. Anyone have any good analysis?

Embarrassed_Tax_3181

Lisa su during the 4 hour financial analyst day I watched, basically said we’re about to sign deals with multiple hyperscalers on a similar scale to the open ai deal. Meta and Microsoft are both planning on announcing in the next 6-9 months. It’s a longer ten investment on whether AMD can execute

WhoRuleTheWorld

Okay so no jobs for anyone? Sounds good I’ll just get back to trading then. It’s calling shooting your shot! Are you saying no one should apply for jobs on LinkedIn and Indeed because everyone’s desperate for a job right now? I got all this money by using loans to gamble in calls on AMD which kickstarted my journey to a million. This was after I had already lost a bunch in 2017 on stocks. And yes the self loathing is crippling and overwhelming

borat_he_like_you

Nvidia is structurally ahead of AMD by 12 - 24 months AI labs don’t have the luxury of being 1–2 years behind. This is a time-sensitive, irreversible race for AI dominance (over in the 2030s) Which is why NVIDIA becomes the central hardware monopoly of the AGI era.

Wind_Ensemble

Two days of 0DTE puts. On Thursday morning everybody was screaming how green it would be so I just inversed wsb. Lol. QQQ and then AMD.

chase16289

Because people want to maximize their ROI. Love VGT but it’ll never 2x in a matter of months like MU or AMD just did

lalaym_2309

The real tell for Nebius is whether they can keep GPU utilization above \~85% while locking in cheap, long-duration power, because that combo drives durable cost per GPU-hour and pricing power. What I’d watch each quarter: committed vs. on-demand mix (aim >70% committed), backlog and weighted avg contract length, take-or-pay and cancellation fees, SLA credits paid, average job queue time and preemption rates, delivered cost per GPU-hour, time-to-rack for new capacity, capex per MW, and supply diversification (NVIDIA vs AMD). Also track Token Factory adoption as a % of revenue and usage metrics (SDK/API calls, governance features enabled) to test the software moat. Hyperscalers can carve out dedicated AI clusters (think UltraClusters and private capacity reservations), so Nebius’ edge has to show up as better delivered cost, faster time-to-serve, and steadier SLAs. Don’t ignore power PPAs and siting risk; power is the real constraint. For diligence dashboards, I’ve used Snowflake for cost/usage tables, Datadog for uptime, and DreamFactory to turn internal DBs into quick APIs. If Nebius sustains high utilization and cheap power under multi-year deals, the edge is real; if not, hyperscalers squeeze them

LowWind7998

I bought AMD puts after offing my whole portfolio Friday and giving up being a BULL just for this shiz tor rebound on me .  So one of us should win next week all . Weekly puts against AMD. 

Prize-Bandicoot-463

I’m down $30k today thinking AMD was a steal and well it stole from me 😂😂😂😂

PracticalAnywhere225

AMD, NVDA, META like ppl say. But if you can get MU for under 200 around 185... that's one of the best. Very strong performing stock, likely to hit 400 next year if the bull market continues.

vishtratwork

AMD was not that long ago too.

RougarouStew

AMD is a pump and buy puts machine

borat_he_like_you

AMD is not really making a dent in Nvidia sales if their gross margins are over 75%

Nevsanev

In before, company share jumped a lot with OPEN AI deal. Now they crushed harder if anything related to OPEN AI ORCL, MSFT, AMD, NVDA OPEN AI is the biggest AI bubble

TechnalityPulse

As others have said (less helpfully) if you really want to boot steamOS, you can. https://help.steampowered.com/en/faqs/view/65B4-2AA3-5F37-4227 It will, in theory, run on basically any AMD device without issue from reviews I've seen about booting it. Intel/Nvidia is less likely. The problem with Linux as a whole for gamers is that gamers are generally a lazy bunch. There's a bunch of hoops you have to go through for gaming on Linux, that yeah SteamOS, Proton etc. take care of, but if you don't fit their pre-configured mold any issues you might run into is a... "YOU" problem.

2pleez

AMD when (if) it fills earnings gap, DCA into IBIT, TSLA, SOFI.

Mysterious-Device-53

Just food for thot- AMD got down to $76 in April

LowWind7998

Well it ended down today.  I need it to go down.  I wouldn’t invest in it going up either way. Nvidia is better and cheaper if you want to buy. But both overvalued and running on hype.  AMD=advance money destroyer . Not if but when. 

Dependent-Goose8240

You know what I hate? Mother fuckers who come in all high and mighty when their ports are doing well, but as soon as the script turns and they're in shambles, they stop coming here. Fucking pussies. Yeah I'm talking about you averyveryuniquename whatever the fuck AMD bull, and many others. If you wanna give it, learn to take, or never give it at all

greyenlightenment

AMD vs ORCL which will fall the most ?

Rico_Pobre

This is great advice, and will consider it for my AMD $125 12/26 LEAP as well. That one is up 166%.

MitchRapp1990

UBER AMAZON DATADOG AMD AIQ ETF BOTZ ETF MSFT Little bit of CRM (salesforce) I am buying these.. How to these sound for the long term (5 to 10 years)

jensenskawk

Go read the latest research in process nodes and you'll understand why on ASML is the only company in the world that can make these machines right now. These aren't fucking TEMU trinkets, retard. CUDA is so entrenched in the software stack and everybody uses CUDA. AMD can barely advance with its ROCm. Other companies can and will try but they will be distant second. TSMC already building 1.4nm fab. Of course they forecasts the supply and demand - that's why they are building MORE FABS. They will continue to build more as FORECASTED DEMANDS ARISE.

frumpydrangus

GOOGL, NVDA, AMD propping up the entire nasdaq

Stockholm86er

Haha I bought in on Novo at 300 and 290. I'm a long term NVDA and AMD holder (check my history).

Ill-Ad1603

Add AMD and NBIS to that list

Ill-Ad1603

Holding 200c NVDA, 240c AMD, 105c NBIS calls expiring in Jan 2026. Am I cooked?

Lime1028

1. I never said they would copy the chip, and importantly, you absolutely can copy a chip, it's the wafer you can't copy, but you can copy the machines that make them. 2. The CUDA moat is being filled in. I know people at both Intel and AMD who are working on projects, including branches of SYCL. You think billion dollar companies are just going to let NVDA dominate this space forever? 3. TSMC forecasts their supply years in advance. All the space at the new fabs is already booked.

555-Rally

H20 is kneecapped H100 (go back to 2022 Nvidia gear), limited at 400w vs Ascend 920 6nm chip in production this year. Further, if AMD can't compete with NVDA because they lack CUDA...its even worse for Huawei chips. Comparing 3yr old, performance limited AI hardware, which lacks a real software ecosystem from 2022 to current gen is NOT competitive. And doing that...in an AI market that sinks if it doesn't come up with new features at the end of the month. Huawei 6nm chips are older fabs....TSMC drops from 3 to 2nm (30% increase) this year, NVDA will get on those asap. China can do it sure, and they can use 3x the power, spend 6x the effort at ever step...to chase the AI crown. They don't even need to though, they can just rent, reverse engineer, steal the tech, whatever "the capitalist pigs" come up with can be had just a couple years behind and build more of it faster and cheaper. They aren't at the bleeding edge though. They are at best 3yrs behind in hardware and at best 6months behind public ai capability.

Ill-Ad1603

Give it to me straight doc, are Jan 2026 NVDA 200c, AMD 240c dead already?

Inittowinit1104

Don’t get nvda puts. Pick a weaker same sector name like coreweave or AMD —->. Owning Nvdia puts is just lunacy and small minded.

HybridAthlete98

Same but with AMD. Bought in during 2021, it dipped hard in 2022. Kept adding shares and didn't sell. This year it dropped again to low 90s (someone's "liberation day" bullshit) and it went up above 240 this month (and now dropped to 200). Sold the majority of my position when it hit 185 in August, though. Really could use the money and it sometimes kept me awake and always checking the stock and news. Still hold a smaller position but no longer feel the pressure to act and read all the time.

jensenskawk

Lmao you can’t copy a fucking chip retard. They don’t have the machines to make the chips at the same process node. TSMC arizona is not even at full capacity. Again TSMC is already building nee fabs and two are coming online soon. CUDA is a huge moat. AMD is a the closest thing to NVDA by a huge margin and even they are 5 years behind. Go play with CUDA and you’ll understand why NVDA is king.

FraserValleyGuy77

The good thing about losing your ass on AMD is that annoying Lisa Su fanboy shuts the fuck up that day

No_Driver_3303

I absolutely agree, Intel is the only chance to manufacture in the US. You can’t really start a new company for that, Intel have solid fundamental, employees etc. I wxpect Tesla, Qualcomm and AMD partnership soon.

Hungry-Rain-6740

anyone thinks AMD has chance to be at 225 in the next 2 weeks ?