AMD

ResolveSouthern4766

I will only believe you, if you tell me the next AMD :), congrats…

NotMe357

Who says its over? We still have big guys Earning coming up next week. Google, Apple, META, MSFT and Amazon. If they spend more money on A.I then I think AMD, NVDA, TSM and Intel will pump more.

sentientshadeofgreen

Literally the only reason I bought AMD was because their drivers are baked into the Linux kernel. I now don't know enough to have an exit price, so I'm just going to hold. I'm too retarded to take profit

Paul_Robert_

*AMD pumps 8% on the news*

Aware_Secret_8910

Then he will come out 2 years later and say "yeah we are using some AMD gpus from 2020 we found in the landfill"

1M-to-Zero

Head is hurting for missing INTC, AMD and NVDA run.. any suggestions?

pogkaku96

Imagine if this regard typed AMD instead of AMC

FederalExpressMan

Same here man. The worst time was 2024 when AMD was sliding while NVDA was pumping. Dark times.

Yncome_Mercato

Welcome to the world of investing! You're going to be addicted to it quickly. Let's look at your current investments, you need to clean that up first since there's a lot of overlap in holdings. At a quick glance QQQM, SOXQ, QQQI mostly invest in the same 10ish companies. Could your money be better allocated based on your investment theme? You already have the building blocks for it: good dividend yields and price appreciation. Use that to help guide you in your clean up. Here’s an example portfolio for you – Possible Theme: Information Technology with Monthly Dividends Possible Positions: GOOGL, META, NVDA, MSFT, AMD, TSM, AVGO, and QQQI. QQQI here serves as the monthly payer in dividends where you can then choose to either reinvest back into it or allocate it to other positions. Allocations can then waterfall down from 100% to 10% in cash. This is where you decide which positions get what percentage. Remember: Each portfolio doesn’t need to have the same theme i.e. what’s in your ROTH doesn’t have to match what’s in your taxable account.   This is not financial advice, strictly for educational purposes.

verywidebutthole

MI450 will be adopted widely and CPUs are so sold out Intel just had a garage sale of outdated tech. There's so much potential upside for AMD. I think we're going to watch Nvidia growth slow down in the coming months and AMD growth accelerate wildly.

noiserr

Google buys TPU chips from Broadcom and then turns around and rents the infrastructure. This is no different than what they do with Nvidia or AMD chips. The only difference is that yes Google had a hand in designing the chips. But Broadcom is the maker of the chips.

SystemOtherwise970

I have AMD and the portfolio was still in the red today. Sigh

Chalkywhit3_

the downvotes are from the goons who kept called AMD, advanced money destroyer🤣

_tr00p3r_

Good for you, I should have saw it coming as well when AMD stock price went up 15% overnight but NVDA haven't caught the sentiment til an hour after the market opened on the next day. Good for you for catching something this obvious but overlook niche in the market lol.

Infinity_ashim

Hi, I'm Ashim from MarketCrunch AI. I think the market's reacting less to Intel's specific dollar beats and more to the \*signal\* it sends about enterprise spending and the AI buildout. The Tesla partnership and data center strength suggest capex isn't slowing down for critical infrastructure, which is a read-through for Nvidia and AMD. The risk, though, is if this is more of a catch-up trade for Intel after years of underperformance, rather than a true sector-wide re-rating of future growth, especially with memory prices still volatile.

bathok

u/thesmd1 I'm interested to know, aside from tax reasons, when do you decide to exit a position? In my mind there are various industry leaders take AMD for CPUs, Nvidia for GPUs - these are the companies that will be around for a long time. Do you ever consider re-entering even at higher prices, given the assumption that they continue to lead their industries? Thanks

MICT3361

Huh? AMD had never touched 300 before this run.

master123160

I bought these leaps and most of my biggest gains in semi’s in June of last year. I saw the super cycle coming and bought MU, LRCX, AMAT, NVDA, and AMD. Each of those gains are even bigger than this one lmao

noiserr

Nobody really competes with AMD. Once mi450 is out, AMD will be a clear leader in hardware in both CPU and GPU.

981flacht6

AMD is up because Jensen was right about everything.

awildjabroner

I saw AMD as a yolo stock a few years go and bought some, turned out I bought the wrong ticker and ended up with AMC stock. I stick to etfs cuz im boring

jklre

Bad news for you bub. Intel is going to be the main chip manufacturer when the war with china starts in 2027. TSMC NVIDIA, AMD , etc are going to be foreced to use their chip fabs when Taiwan gets hit.

Ok-Adeptness-5834

Is AMD running hundreds of data centers?

Dirtymike_nd_theboyz

Intel has some promising designs and innovations but their capacity to actually manufacture said designs is ficticious. This is a really bold play and I think the guy is way too early but I hope it works out for him. As a TSM and AMD bull I have felt for years that Intel's golden age was over.

981flacht6

AMD fans are retarded. That's why I bought AMD..bc they dragged Lisa Su to the white house. AMD is successful bc of Nvidia and Jensen.

WailingWarbler

I bought some AMD calls before close that expire May8th after their earnings. When can i retire?

Primary-Nebula-8907

AMD ripping 🚀

nieht

I bought a bunch of AMD a year or so ago. My thesis was “eventually these fuckers are gonna start doing cost reduction initiatives.” Unsure if that’s panned out, but the investment has.

ifyoulookyouaregay

I actually own real shares of AMD it’s not a demo account like yours 😂

coopermug

The only true winner here is TSM. Regardless of who buy chips from whom, NVDA, AMD, cerebras, custom chips from Broadcom or Marvell, Amazon, Google TPU, etc. TSM is still the one making them all.

Isolated_Blackbird

Bruh 100% of portfolio…is this a long time AMD employee?

drytexterfinalboss

Will you laugh if AMD goes below 300 after earnings....ngl I would have a sensible chuckle

ifyoulookyouaregay

We all know you don’t even hold AMD bro. You missed out on all the gains LMAO

oldprecision

NVDA $5T, when AMD $1T?

drytexterfinalboss

At this rate, you will be able to buy a Lambo with 1 share of AMD 🤡

TomorrowPuzzled4843

Built a computer in 2013 looked up AMD and thought hmm why is it so cheap the are probably going to fail....

Then-Wealth-1481

AMD should pump another 10-15% next week

stannius

I used to own some AMD. I also bought it at about $10. I sold it at $4 or so.

mightyblend

Honestly? I'm not even holding AMD for AI. I own it because I think NVDA is going to biff gaming and AMD will pick up the slack. That said, it apparently does swing pretty wildly, so I'm thinking about trying to time the post-earnings dip. I don't know what I'm doing, really, though, so we'll see.

Chalkywhit3_

its a good day owning AMD.. bought in around $89 a share

GeneralSEOD

Thinking Intel would go down after it's rally (it didn't my puts are crumbling) Thinking SPY would react to the inaction on Iran and shit going south (it didn't, my puts are crumbling) I need Trump to nuke the Iran HQ and AMD to forget what a CPU is to rescue my port.

madkimchi

Honestly, Google can’t even compete with AMD right now.

Primary-Nebula-8907

AMD🚀

NiceAsh_

AMD: Another Million Dollars

OTD615

If I had that kind of money I would have bought 200k worth of each months ago and sold at least half at the end of today.. I couldn't afford SanDisk or Nvidia but I got about $3500 each worth of MU, AMD, and Intel and 5 shares of broadcom about 3 weeks ago and I've already made over 4k

e_line_65

You’re still conflating chip design with manufacturing process. Intel’s (newest chips made in Arizona and Oregon as well as Israel. Not Nicaragua) manufacturing process (1.8nm in ramp, with 1.4nm on the way) is about to leap over the TSMC process (3nm with 2nm on the way) that AMD relies on. As to chip design, only time will tell but the new stuff Intel is putting out this past few months out is right up there with AMD.

markmm

I am up 16377% on my AMD position. I am thinking about trimming some when it hits $500.

AlarmedIndividual329

I forgot to set myself up with AMD and SOXL

Benuptoshenanigans

I BACKED OUT OF MY AMD CALLS RIGHT BEFORE OPEN IN FAVOR OF MU and I've never been so disappointed in myself.

TwistedConsciousness

Eh if you bought AMD a decade youd be cooking today, tons of people did it. Just a lot sold haha

looool_k_libtard

Why isn’t Google up 15% like AMD? Hedgies are doing more illegal things.

Tigulla_SRT24

all i want is AMD down to low 300 so I can close my shorts for decent loss and open long now

AdOk3638

VM, I bought AMD calls at peak today, roast me!

looool_k_libtard

Google is obviously up a lot since last year but it is completely unfair it’s not going up 13% like AMD. Completely illegal. I demand Google be $15 trillion market cap.

Porcupinesolos

Sell overvalued companies like $AMZN, $META, $MSFT. But undervalued companies like $INTC, $AMD, $EWY, and $NVDA

davidbigham

Tim apple is the inverse AI ETF. If u think AMD Intel too high, just buy AAPL call. 😂

OnlyTheStrong2K19

Thanks for your service From a fellow AMD investor 👋🏽

apurimac777

If they rug AMD and Intel next week that would be criminal Literally stealing candy from retarded babies

DecisionSea3439

This is basically one trade AI + data centre + power all near highs. Great names (like Nvidia, AMD, Broadcom), but very crowded right now. If you’re feeling FOMO, that’s usually a signal to scale in slowly, not chase.

Defiant-Fee-7550

Just went all in AMD. I refuse to miss out on this run anymore 🥺

bladzalot

Anytime one stock in a sector pops that big, everyone invests in their competitors because if the lame duck of the group can crush earnings like that, everyone else should be able to do so as well. Intel pops and everyone buys AMD, NVDA, TSM, ARM, and NVTS. Every sector is the same way, they all move in tandem...

Porcupinesolos

Permanent $INTC, $AMD bagholders will be minted this week. This is a IQ test

Dan-ish65

I don't suppose you'd be willing to donate a tiny amount to my motorcycle engine rebuild fund? 😅 That thing blew up and I'm not talking about AMD

DecisionSea3439

AI trade + positioning squeeze. AMD is seen as the main alternative to Nvidia, so any positive news = massive inflows. Add short covering + FOMO, and you get those fast 50–60% moves.

Impossible_Gift8457

this IS investment advice: 2-3 years $AMD and forget

Porcupinesolos

I refuse to buy INTC, AMD, NVDA here

Porcupinesolos

Shorting $AMD, $SMH. Buying $META here

Reynolds1029

Intel was/is struggling now. But their recovery was always expected. You were regarded and failed to buy the dip! Reasons: They're the only American company that can design *and* fab modern chips fully in house. They struggled with their last 10nm process and fell off the wagon a bit consequentially but have been getting pumped by the Feds to do better because we need them to exist for national security purposes. That's it. Nvidia, Apple, AMD, Qualcomm, they're all chip *designers* not fabricators. Then they get their chips made at whomever vendor can make them. These days it's TSMC out in Taiwan as they can make the smallest, most transistor dense chips currently. Samsung in Korea is another vendor on standby when TSMC is overloaded with orders with chips that can be made on their processes.

BrokenCatMeow

AMD stonked as I sold at $200. Don’t just thank me, donate a $1 to SPCA or UN food fund.

Overflow0X

I'm down too..MU, SNDK, AMD, INTC (some of AMD/INTC is printing, but ofc the 0dte are fucked).

codyneMATH

Wow I’m also up 3000% on AMD but have only gone from $1k to $30k lmao

NeighborhoodBest2944

My AMD shares were cooking.

rwrife

I'm not that stupid, I shorted ARM, AMD and nVidia

Short-Dependent7676

At this point I think they are just short squeezing AMD. You dumb bers caused this

AdOk3638

VM, I brought AMD calls at 350, when can I make profit?

gorginhanson

is AMD going to go bankrupt in the 3 minute interim

Top-Meaning2626

I need AMD at 330

PooPooPointBoiz

Dude fucking AI data center bullshit. MU/WDC/SNDK rocket, I missed that train. AMD/INTC rocket, of course I missed that one because the advanced money destroyer and Nana's disappointment always fuck me. So I sit and wait in MSFT and it fucking shat the bed on me yesterday, and just now I made it back to break even. I dunno wtf to do anymore.

GotItFromEbay

I bought 10 shares in 2021 at a price of like $81-$83 and just held it. At this point I don't even remember what my original reasoning was. Usually, I wait for a stock price to dip due to bad news but I think the company will come around/stick around for a long time, like when Google released Gemini in the wake of ChatGPT and it sucked ass (up 140% on those shares now). I don't remember doing that with these AMD shares. At this point, I'm just holding because the number in the app is green and I like seeing green numbers when I open the app. Shoulda dumped all my money into it though.

RJNavarrete

Are NVDA, AMD, INTC outpacing data centers, photonics, etc. because the boomers know these names and they want to be invested in whatever tech they recognize? 🤔

XYHopGuy

because it's another validation point that demand for compute is growing. Nvda been stagnant for a while now even though they are growing fast. Cheapest AI stock atm. Claude Opus 4.6 was the chatgpt moment for Agentic AI- it's actually nuts and EVERYONE is realizing this. Intel, a company on its deathbed, just said they sold a bunch of old CPUs that they had written off as losses AND are completely sold out going forward.. so what does that tell us about AMD and NVIDIA?

apurimac777

Its a trip how AMD did jack shit for years and now allasudden its going to the moon

Tigulla_SRT24

So is it bullish or bearish for AMD ?

EnginrA

My AMD and INTC puts got smoked today

Yual_lens

Intel going up pretty much set AMD NVDA ARM on upwards move and since Nasdaq is heavily tech weighted it would go up more than S&P

Sleepergiant2586

I too work in Semi from 25 yrs. You are not even getting the point of discussion. The point is Intel is saying 'They are seeing demand and they cant fulfill it like AMD'. #You are arguing like stupid 'Intel makes its own chips etc'.. Even a kid from 90s knows Intel makes ita own chips in Israel or Nicaragua and AMD gets their done via TSMC' (Their Ryzen stuff, mostly high performance), When Intel's CEO is saying they need 12-18mnths to catch up to AMD then you know more. Just wow 🤡 Betting you still didn't listen to ER. Oh Sir, pls go and tell Intel CEO that they are using own fabs so they can make it sooner, you surely know more than him 😂 You seem to be having half baked knowledge claming to be working in Semi, either at a low level and disconnected with real info. Maybe from some other country outside US. Clearly seen from how lack of info you have.

JustNumbersOnAScreen

Hope her boyfriend was shorting AMD lmao

StockWireN

AMD's growth is impressive, especially with their latest R&D. we’re tracking developments like this. see our page

HypocriteGrammarNazi

I remember back in college I bought 725 AMD shares at $6.60 then decided to sell them

ChainOfThot

I asked gemini Sept 22nd where I should put 10k for non obvious AI hardware plays (non mag7), 5k gain so far not bad: |**Symbol**|**Description**|**Quantity**|**Last Price**|**Current Value**|**Today's Gain/Loss**|**Total Gain/Loss**|**Cost Basis**| |:-|:-|:-|:-|:-|:-|:-|:-| |MU|MICRON TECHNOLOGY INC|9.003|$494.72|$4,453.96|\+$117.03|\+$2,950.67|$1,503.29| |ARM|ARM HOLDINGS PLC|13.827|$234.16|$3,237.73|\+$408.58|\+$1,237.76|$1,999.97| |INTC|INTEL CORP|17.082|$81.07|$1,384.75|\+$244.01|\+$884.76|$499.99| |AMD|ADVANCED MICRO DEVICES|3.12|$346.90|$1,082.32|\+$129.69|\+$582.47|$499.85| |SNPS|SYNOPSYS INC|2.982|$499.37|$1,489.10|\+$126.77|\-$10.54|$1,499.64| |CDNS|CADENCE DESIGN|4.046|$330.82|$1,338.47|\+$66.69|\-$161.42|$1,499.89| |QCOM|QUALCOMM INC|14.95|$148.04|$2,213.19|\+$210.64|\-$313.09|$2,526.28| |**TOTAL**||||||**+$5,170.61**|**$10,028.91**|

Top-Meaning2626

My AMD puts for $250 are absolutely dead

mowlawnforhobby

TRT can legitimately see $75 if the AEHR valuation gap closes even slightly. This is not exactly your typical lotto pick. TRT is a serious, revenue generating company. If it is announced that they are working with AMD (there's a lot of smoke), then it immediately doubles. Then the real fun begins...

maxpain2011

Reddit hated AMD so much that they gave it a new name. Where re those jacks now?

Ok-Psychology7619

AMD spun off it's foundry business in 2009, it's called "Global Foundry" now, and they largely use TSMC. I've worked in the Semiconductor industry for almost 10 years

MakeMagatsCry

It's crazy, back when I was broke AF I gamble my last $1000 on AMD right before they announced their new Zen architecture and ryzen line. Those 35 shares have sat in my account from $31 to now $346. If only I like... Kept adding to my position over the years lol. But hey I never cashed out either

aftherith

There's no way AMD doesn't fuck this up at earnings

supernasty

Thing is, it is very likely GTA 6 isn't going to end at being *just* a video game that sells well and has lasting appeal, its going to be a target for all sorts of new tech to use for AI, meta-verses, virtual realty, etc. because AI manufactures (Nvidia especially) is thriving the most in the gaming sector, and GTA 6 (and Take Two) are dominating the gaming market *by far*. I absolutely believe Take Two is going to evolve into something more in the next 10 years, similar to Valve after Half Life 2, but on a much larger scale. There is no way Take Two is going to be "just a gaming company" once this rolls out. They're already predicted to make people millions off streaming. Take-Two is at the beginning of something huge, and only people who haven't been following gaming for the last 20 years (both hardware and gaming trends) will simply see this as "GTA 6 will sell well, but its just a video game" when its likely the beginning of a massive market that goes beyond gaming. It will be the foundation of all new technologies driven by companies like NVIDIA and AMD, and will very likely explode into something we haven't seen before. Just my theory. Had this same theory with NVIDIA for years leading up to its advancement in AI (since NVIDIA was unrivaled in its market, just like Take Two) and was stupid enough to sell my stock the moment it exploded, just before it exploded even further. Pretty confident the same is going to happen to Take-Two, as this is their first game to release in this new AI driven market, and it will also be the biggest game in the entire industry by far. No way their profit ends at "one game"

iBeFlying676

People don't realize that we are moving from GPU based training era to agentic AI, which needs a lot more CPU capacity. AMD and Intel are in prime positions.

Muted_Growth_9481

Bruh that $295 strike looked so safe few weeks ago, AMD was trading around what, $140? Classic WSB move - selling calls on AI stock right before it decides to moon. At least you still own the shares so you're not completely fucked, just missing out in all the gains above $295

cbusoh66

INTC singlehandedly added close to $1 trillion to the semiconductor sector when you consider what's happening with NVDA, AMD, TSM, ARM, QCOM, ASML, etc.