AMD
Advanced Micro Devices Inc
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AMD Earnings: Is the AI Ramp Finally Kicking Off?
What are your opinions/thoughts about buying 3 AMD calls?
y'all gambling on earnings this week?
PLTR reports monday and options are pricing a 9.7% move. last 8 quarters it averaged 12.4%
focusing on grid infrastructure/electrification/energy storage/etc. - thoughts?
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
Gamma setup into next week — SPY’s pinned in deep positive gamma, $AMD $PLTR Earnings
SPY closed the week in the deepest positive gamma I've seen in a while (IV ~9%)
Which stocks will crash after ER next week? and why
Which stocks will crash after ER next week? and why
My research on Memory Makers and AI to better understand where the business is going
My favorite people I wana gamble‼️ if you picked 1 option to day trade tomorrow what would it be!
Leopold Aschenbrenner's & Situational Awareness died for this Pay F for respects 🙏 🫡 🙌 😔
Leopold Aschenbrenner’s Situational Awareness seeks to raise capital after AI rout
"Buy the dip" but ok what is the final dip after -40% of loss ?
Am I the only person that believes the 40 or 50 peace deals that pumped the markets was super unhealthy?
I've lost 30% on SK Hynix and Kospi
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
CERN: Genesis Mission will develop and deploy self-improving AI models.
ASML Q1 Results: Net Sales hit €8.8B, Net Profit at €2.8B, FY26 Outlook raised. With AI driving relentless lithography demand, is ASML the ultimate AI bottleneck?
AMD's Anthropic and Microsoft deals reinforce that AI infrastructure spending remains strong.
SOX just hit bear market territory. This earnings week is make or break for semis
AMD announced a Nvidia Rubin competitor that directly increases soxx capex
What industries do you see booming in the next 10 years?
NVDA up 783%, AMD up 323% - already cashed out £3k of NVIDIA at $140, so I’m not complaining
Anyone else riding $AMD through this volatility? Sharing my P/L from the moomoo community
Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3
AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists
🚀 DD: AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists
One week, one story, three companies, IBM loses the budgets, ASML builds the capacity, TSMC prints the record quarter
Crazy 2 minute spike in semiconductor stocks
Been holding $INTC through all the pain. Still can't quit this stock
Reddit's 2026 Stock Picks: What actually performed?
IBM's crash is a bullish signal - for the semiconductor industry
Rumor: Intel wins AMD, NVIDIA, and OpenAI as customers
Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields
Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields
The NVDA debate has changed: the market is no longer arguing whether AI is real.
A4N (Alpha HPA) — World’s Largest High Purity Alumina Plant, Fully Funded & AI-Ready
Are semiconductor shares still a good investment, or too much growth is already priced in?
Meta's building its own AI chip backed by a $145B infrastructure budget this year. Capability win or capex concern
Your wheel is probably less diversified than delta makes it look
Thank you Tim Apple and Jensen Jacket man
Samsung's profit jumped 19-fold, the stock still dropped 7% and dragged the whole chip market with it.
Classic AMD, goes up $80 crashes $80. Like clockwork.
SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?
Nvidia's new GPU financing program is answering a question nobody wanted to ask.
YOLO'd $13,500 on $AMD over the weekend AMD $520C 7/17 exp, $15k gain
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
AMAT is making me rethink who the real winners of the AI boom are
GLW has already surpassed $250. Is it really a dark horse of the AI era, or just a massive bubble fueled by hype? Let’s talk about its major
If I had to pick one AI semiconductor outside Nvidia today, I'd probably lean towards Broadcom over AMD.
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
Zoom the fuck out it’s a massive quantum network
Zoom the fuck out it’s a massive quantum network
Net incomes for mega cap AI companies, including Micron, Samsung, and SK Hynix
How do you guys keep falling for the same scam every time
Mentions
AMD earnings please save me
This movement just means AMD moves by $100+ in one day yall heard it from me
AMD calls is the freest money of all time
We are in the early innings of AI. Unless WW3 happens, there is no future where AI isn't embedded in everything. I think it needs to trade sideways for 4-6 months. It is difficult to know who the winners are gonna be. But with semis, cloud, and distribution stocks, you are agnostic to which model and applications are gonna be the winners. Everybody knows the semis, Nvdia, MU, AMD, Intel, Samsung, etc. The cloud/neoclouds are Amazon, Microsoft, Google, NBIS, Meta, Iren, Tencent, Baba etc. Distrubition are the hyperscalers Amazon, Microsoft, Meta, Baba, Tencent, Google, etc.
AMD bout to crank dat mutha fuckin Soulja boy on Tuesday cuz
honestly I'd do both for AMD. For SNDK I am thinking calls
Cashier Wood's portfolio sucks. Roku got acquired so her portfolio is now: Tesla (10%), Tempus (5%), SpaceX (5%), Crispr (5%), Shopify (4%), AMD (4%; ✅️), Circle (4%), Robinhood (4%), and other stocks (~60%) Besides AMD, I hate her picks
AMD doubled because every week you would get a new "OpenAI deal" that was pumping whatever stonk it was 20%. It was actually a funny timeline, literally buy all of them, wait for some deal announced say "AI" on the earnings call, instantly +10%. Good times. Also shit times for me tho lol
AMD following MU but NVDA just staying up
Oh nice AMD reports tomorrow. Who's got their lube and tissues ready?
No one playing AMD for earnings?
Not sure about the "without changing anything". Sure, most of this is still to come but that is a huge change in where the company is heading. Disclaimer: summarized by AI **•** 18A yields keep climbing and real products like Panther Lake and Clearwater Forest are shipping on it. Output and productivity are improving across the board, with progress now ahead of Intel’s own expectations. **•** 18A-P entered risk production right on the schedule Intel promised customers last year. Hitting a self-imposed deadline is a big deal for a company that’s missed roadmap targets before. **•** 14A is reportedly further along in maturity, yield, and performance than 18A was at the same point in its development. That suggests Intel is actually getting better at executing new nodes rather than starting from scratch each time. **•** Apple, AMD, NVIDIA, and OpenAI have all signed on for design wins across the 18A and 14A nodes. Microsoft and MediaTek have also committed, giving Intel a genuinely impressive customer roster to point to. **•** Tesla is building its Terafab AI chip project on Intel’s 14A process. The relationship is still early at the 0.5 PDK stage, but it’s a concrete commitment rather than just talk. **•** Intel’s EMIB packaging technology is hitting 98% yields, which is an excellent number for advanced packaging. New options like Foveros R and Foveros B give customers more flexibility for complex chip designs. **•** Fab 52 in Arizona successfully processed its first wafer, proving Intel can run leading edge 18A manufacturing on US soil. This matters both for supply chain security and for the broader push toward domestic chip production. **•** Intel’s foundry operating losses are shrinking each quarter as the 18A ramp continues. The company expects this trend to keep improving through the year as yields get better. **•** Intel’s process design kits are now seen as industry standard, drawing interest from multiple new prospective customers. Formal decisions on 14A are expected to roll in through 2026 and into early 2027.
A year ago Intel was getting owned by AMD in x86 and their GPUs were going nowhere. All rumors were negative. Then it became an amazing company in an instant without changing anything.
Hope an options win wipes that frown off your face. Good luck! Get a mcdonald’s breakfast. Watch some Modern Family. AMD puts.
AMD will be flat or $600 after earnings tomorrow. I wouldn’t expect a tank like other times, unless earnings are actually bad of course
AMD wouldn’t tank as hard as previous earnings unless it’s bad. Mostly expect flat or $600. No in between
AMD and SPCX earning tmr. Shit is gonna be fun
Got out of my AMD puts locked in 27k idk what to do now
Except if it is AMD, cuz the dip will keep dipping lmaooo
AMD still has huge room to drop compared to other semis
I hate how AMD has been 463,464 for one hour but can pump back up to 485 in 1 minute or drop to 420
No cap I’m selling my AMD puts and going double down on 3 week out and calls
Ewww that candle on AMD shot it up to 471 then back down? Big boys betting we drop at open?🤨
AMD earnings will send Bears into hibernation
If I sell AMD puts at open and this shit drops to low 400s ima feel depressed because of gains I didn’t lock in
Got lottery puts expiring today for AMD what’s meant to be is meant to be I’m not jinxing myself
so your telling me AMD not gona pump before earnings?
AMD will save the semi's this week right?
SOXL or RAM for AMD/SNDK earnings this week?
Palantir, SanDisk, and AMD not rallying into earnings is a good sign
If AMD does bad NVDA pumps. If AMD does good NVDA also pumps. Can't lose on this one!!
On the one hand, my entire portfolio is invested only in AMD, on the other hand, everything is only in stocks. Do I belong here?
So the uptrend is on the mags + software side + non tech sectors until AMD ER and Memory event aka Wednesday? Maybeeeee if we get more positive news on the macro side on the US-Iran side we start running it again.
Why is AMD dropping? I thought they were having an earnings call
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $700.00 (above) | $479.74 | +45.9% | Aug 17, 11:23 AM |
AMD not even 10% 🤌 it does that on a normal day let alone earnings MM so generous giving away free money
Short AMD this week
Have you not saw the snap glasses yet? Good luck I always wonder why people gamble with goofy stocks like this. Why not bank on something with actual reason to fly up soon like SNDK, AMD, SOXL, RAM etc.
Today is a flat kind of day, but we pump briefly at open, drop back down, and then hold steady as the market waits for PLTR tonight and then AMD/SNDK on Tuesday and Wednesday
AMD is my interest. Thinking about an option for it. 7/12 times it has gone down the day after earnings report...even with good reporting. Am I just being a total regard, or only a little regard?
I'm holding a tiny leaps position that I bought around 7 or so thinking it might bottom out. Probably the longest I've ever had to hold contracts besides AMD lol.... It's now basically just a gamble on whether they have some wild pivot in the next 200 days and the share price jumps as it's so beaten down. I still use the app to msg a few friends and it's fucking dogshit. Literally feels like a scam you downloaded by accident lmao.
Some of my current favs: CELH, AMD, MSFT, SOFI, EME, AMZN
If AMD guh, then i can kiss my sndk gain goodbye
So its all up to AMD to same the semi market huh
AMD and SpaceX earnings on the same day? Give me all the puts please
As the benefits of running AI locally become clearer, more people will want to do so, and what is considered overpowered today won't be considered overpowered two years from now. At least that's my opinion. It should also be pointed out that Apple devices are not that expensive relative to the competition anymore, and Apple Silicon is incredibly energy efficient and runs cool, which means you expect a MacBook to last significantly longer than a similar Intel-based or AMD-based laptop.
I do believe sandisk will go up, it was oversold last week. AMD not sure though
Anyone else feel like AMD and SNDK are both set up for great earnings, but the market is going to punish one and reward the other anyway?
That's literally what it was / the price action we saw. It was a bunch of funds realized there was a massive whale that was gonna be liquidated (forced sales lower the price). So... if you short you lower the price and benefit from lowered prices. There were tens of billions chasing that trade. It's also what caused the massive pump on thursday - that was the day after he fully liquidated. Nobody else to bleed - so close the shorts & realize profit. You have to be very careful as the market is NOT equal to an investment / company. The companies are all reporting record earnings across the board and showing no signs of going down. Capex spending is going up. The hyperscalers are increasing it... by very non insignificant margins each. I'm looking forward to AMD's and SNDK's earnings this week. I expect fantastic results from both. With both taking such a massive beating recently (like 50% drop on SNDK) - good news / signs of growth and it'll skyrocket upwards again.
It's an opportunity to go long. The overleveraged guys got shaken out & people are going to rotate back into tech / semis. They'll be straight up. I expect good ERs from SNDK & AMD this week after all the hyperscalers ER's / capex increasing.
It might be. Not saying this will happen again but I did buy a 570 AMD call in early July that made me around 600 bucks. AMD swings like crazy
550 is too high , i would look more around 520 if you wanna do calls. But who knows AMD could go up 20% like in the past
AMD was 100 a year ago bud
https://preview.redd.it/62g3emjnt1hh1.jpeg?width=1170&format=pjpg&auto=webp&s=fc58b9b0a30491f8a3c48c62b16bd8d63f49224d MSFT earnings play that I chicken out 1 day before earning with loss of $4600, could have been my biggest win. the worst part I used that capital to open AMD calls 08/05/26 495 and it’s only value 30% so it’s been horrible week. I’ll ride during earnings
We got AMD,pltr,alab, scandisk,Wd and spacex earnings this week
AMD 530 mon 550 Tues weds ATH earnings
So I’m new to stock. About 3-4 months before the crazy up of AI, i bought every dip on stocks like AMD (205 average) Micro 380 Average, sandisk 600 average, asml, $1300 Average. The value was about $1m, I was up and down $100k every day swing. I said if I ever got in front $20k, id sold.. on april 14th, i sold everything. ☠️☠️ rebought amd multiple times and resold, $265, $280, $320 etc. so instead of being up more than $1m in profit, I’m only up $100k usd… 😩😞
Poots on AMD. Calls on LLY
Palantir, SpaceX, AMD, ONsemi, Arista, SanDisk, Rigetti This week is gonna make or break the next three months for the tech trade
Interesting analogy. I view it a bit more simplistic. Nvidia is drowning in cash and instead of giving back to shareholders via dividends and thereby be perceived no longer as a growth company, it is putting it's money to work acting as a Venture Capitalist. Some investments will pay off big and others will fail. But it's like stock investing, not every investment will be a home run or even profitable. You just need a couple to hit it big and it makes up for the ones that didn't. And of course, these companies will buy more GPUs from Nvidia. But they also buy more from AMD too so these investments are helping the whole AI ecosystem.
Nvidia is doing this so they can protect their unrealistic margins. That’s it. Under normal market conditions, as customers slow spending, or refuse to buy at your overinflated prices, you’re typically forced to lower your prices. If Nvidia lowers prices, their stock tanks. If customers slow purchases, their stock tanks - as does the AI buildout. Its creative and it’ll probably work. But I’m not bullish on Nvidia, that’s for sure. The creativity to protect margins is a warning flag. I actually don’t think this is as much of a warning for the industry as a whole, though. Accelerators and neoclouds are deploying ASICs, acquiring AMD GPUs, etc. This is a last ditch effort to protect their margins and keep customers in their ecosystem.
Please give me 400 AMD
AMD will buy NVDA in 10-15 years buddy
AMD puts I hate to do it because I love the company but it’s just not worth this much
100%. I use stops and limits so the morning after they immediately sell. So far a 70% win rate. Somehow I don’t think that’ll last. I really think it’s important to pick the right ones that move a lot every earnings. SPCX, and PLTR are next up. Maaaaybe AMD if there’s enough liquidity at the money.
Just to be clear, NVDA was not a penny stock 20 years ago. Nvidia and ATI were the two biggest graphics card makers in the world and the two companies were like the Coke and Pepsi of graphics companies. And this was after a couple years of very intense competition where many other competitor companies went bankrupt or were bought out. ATI ended up being bought out by AMD. And Nvidia went on to become what it has become. So, just to clear, Nvidia was already a company which showed a lot of promise, so it wasn't just some penny stock that my brother picked willy nilly. My brother had some knowledge in this area and did quite a bit of research into this area, and had a good idea that it might be successful. My brother worked in Silicon Valley and worked in the computer graphics industry, so he was more knowledgeable than most people. That is why he made his investment, It turns out he was 100% correct. And I agree with you that it is 1 in a 1,000,000. Or possibly less, but it can happen. It doesn't mean anyone can do it. And it doesn't even mean that even many people can do it. But for the few people that can pull this off, they are richly rewarded for their insight and early moves! And putting $5000 into Nvidia is really dumb? Where did you get that take? If Nvidia failed as a company and went to zero? The guy loses $5000. Big deal! But if on the other hand, the company does incredible and the stock takes off and the company becomes the biggest company in the world, the guys investment can take off and go to $25M. An excellent risk-reward situation in my opinion. I'm not sure how anyone can justify that move as dumb! Maybe that person is just extremely jealous that they were not "dumb enough" to also purchased 1000 shares of NVDA 20 years ago? lol.
You have AMD backwards, openai has an option to get 10% of AMD after certain conditions are met.
Potential sales on AAPL NVDA AMD and SNDK this week woohoo
AMD and RIOT calls 🤞🏽🤞🏽🤞🏽
How do you feel about AMD and DDOG?
OpenAi has a partnership with AMD, getting up to 9% if certain milestones gets reached, the full 9% being at 6-gigawatt of chips purchased and AMD reaching 600$ a share.
$AMD reports earnings Tuesday after the close with a $49.64 or 10.43% implied move Next day performance after the past 8 reports: 📈-18.61% 📉-17.31% 📈+2.51% 📉-6.41% 📈+1.76% 📉-6.26% 📉-10.61 📈+4.36% Avg. move: 8.48%
That’s exactly what I do but I have more cash in a given time than you, I guess. I had about 10% only at tariff dip as far as I remember. I do degen stuff here and there too, but I mostly buy great companies when people start hating on them. Despite this, including my cash positions, I’m still beating my index investments. If I were to invest full portfolio in indices, I would be less up then I’m, and guess what, if I was full portfolio in indices, most of the money would be taxable which is for me basically 50% loss. However, my cash taxes are fully paid off thanks to loss harvesting each year. So yeah, it’s simple as that if you can go against sentiment. The problem is everyone loves to say buy low sell high, but when times come, it’s not easy to buy the dip because whatever sentiment it was to draw it dip down, it was real! It’s real you too feel it, understand it, but still buy it. For me the hardest thing is not buying dip it’s trimming at the top. I trimmed AMD too early. Now I’m up 500% but position is too small. I did not trim VRT on a generational run for the fear of taxes and now it’s down 30+% from ATH, still 3X my money in it. It’s funny that I feel exactly the same about Meta. I cannot just believe the long term of good in social media companies. I feel like we could totally hit a wall as a society as far as social media goes. I bought the TGT dip too. 5% dividend, boring as hell but still up 60+% from when I bought. I remember when I told my friend I’m buying TGT he is working in a reputable hedge fund, he told me TGT is not going anywhere, I’d not buy. Well, guess what, it actually did go a lot.
> AMD also has option to get 10% of OpenAI stake.. You have this backwards, OpenAI gets 10% in AMD
AMD has the chance to do the funniest thing
I too have invested similarly over the last 10 years primarily GOOG, AMZN, NVDA, AMD. More than likely this buy and sell strategy has lost out on gains compared to holding. Identifying the great companies is the most important part but holding when something is up and easy to sell is the hard part. Standing by your convictions and buying into weakness and trimming to balance overweighted risk in your portfolio are good concepts but if you're trading these companies like you say you're probably hurting your returns over thr long run.
Whoops, I meant AMD
Taco pump Monday then Tuesday another pump off of AMD earnings and SPCX earnings CapEx increase for XAI
I mean I put him in the background and cus of him got AMD 200% up , elf 50% up sooo 🤷♂️
I keep things pretty simple lol. I’m holding AMD because its been pretty good to me and have 2 active swing trades right now that I’ll get rid of next week + a bit of dry powder if I need to spend DCA money on my swing trades - thats it. For how long have you been all in on GOOG?
So my AMD puts are gonna print i just gotta turn the screen upside down
Thanks TACO. I'll buy AMD.
since you seem to have the Midas touch, thoughts on AMD at the moment?
CUDA equivalents are nothing new. AMD has had ROCm for quite some time now. The problem is ecosystems are sticky. Developers have been trained on CUDA and are familiar with it. nVidia GPU with CUDA is still the industry-leading benchmark. What can these other vendors offering to get devs to ditch CUDA for their own equivalent? Nothing compelling.
Donald Pump bought AMD/SANDISK calls on Friday, so war is on pause until next weekend.
Nice pull. One thing on the PLTR read though: with a sample of 8, the mean is getting dragged hard by those plus 24 and plus 23.5 prints. Strip those and the rest cluster a lot closer to the implied 9.7. The straddle isn't priced off the trailing average anyway, it's priced off the forward distribution, and the market is telling you it thinks the fat right tail is less likely to repeat than a naive backtest suggests. Whether it's right is the actual bet. The deeper point is that PLTR's history is not symmetric. Those huge moves are almost all to the upside, so a straddle buyer here isn't betting on a big move in general, they're betting specifically on another upside surprise continuing. A strangle seller collects on all the small pins and only gets hurt on that same right tail. So both sides are really taking a view on whether the upside surprises keep coming, not on realized vol. On AMD, fair on average is not the same as safe. The distribution is bimodal with those plus 18.6 and minus 17.3 tails, so priced fair just means you're being paid correctly to sit on a coin flip, not that premium selling is low risk. The average landing dead on the implied is exactly what you'd expect from a fairly priced binary, not evidence it's calm.
Selling both directions OOM on AMD sounds like the play from your data.
Odds they pin AMD to kill premiums?