AMD

aligncsu

His cousin runs AMD

VariationConstant675

Needwill there be actually 1:1 GPU: CPU? If yes, balls deep in AMD..

Candid-Highlight-616

As an AAPL engineer since 2016... every single time I sold AAPL RSUs it was a mistake to do so in the long-run. I'm extremely concentrated in it but I can live with that. I do wish I exposed myself more to AI growth through semi stocks (NVDA, MU, AMD, SNDK, etc). I did so to a lesser extent and still did well. Could've been better but you win some and lose some. As far as AAPL stock is concerned. I think I'll end up simply borrowing against it and not pay the capital gains tax ever... Or at least not until retirement when I can liquidate it in lower income tax brackets. Preferably outside California.

hoopaholik91

They apparently are all not gonna make any money from AI, but will definitely continue giving a trillion dollars a year to MU, AMD, AVGO, etc.

AskMeWhyIAmSilver

Just full ported from long to short AMD hoping people take profits

Legendary-Lemon

It’s year 2035. MSFT, GOOG, META, AMZN operate now under a single stock called BAG4. They dilute every quarter to pay for AI use cases but no one is using them. AMD stock value is $4000 and NVDA $15000. Inflation is 85% and gas is $98 per gallon. Bulls keep saying: stonks only go up, I don’t care about inflation, while living in their car, even though they have 10 million dollars in their bank accounts.

Shredded__

The pullback was healthy. People are going to look back and wish they bought in or held. Especially Intel, AMD, Micron.

Funny-Sprinkles-5674

yeah just shares. the gym helps me, but it sucks that everyday i go down 5-10k. this time ill make sure i sell bagrosoft after i break even idc about earnings nothing. its rigged AMD popped like 15% on a 7% eps beat, while meta crahsed get the fuck out of here fucking fat fuck MMs

ScootieJr

After reading some of your replies, here’s my honest 2 cents for a new trader—because this happens far more than it would seem from reddit posts. For the record, I don’t try to day trade or do weekly trades anymore. It’s a lot of work and adds stress on top of an already demanding job, and most people underestimate that going in. If you’re going to actively trade (daily/weekly), understand this: **1. You need real understanding—not just opinions** Watching YouTube and reading Reddit isn’t research—it’s just other people’s takes. If you can’t clearly explain *why* you own a stock (metrics, growth, catalysts), you’re basically guessing. **2. Timing matters more than people think** If something is trending or being heavily talked about, there’s a good chance the move already happened. That’s how people end up buying the top and holding bags. **3. Learn risk management early** Know how to use limit orders and have a plan for exits. A single bad trade without discipline can wipe out multiple wins. **4. Be careful with influencers** A lot of YouTube content is built to get views, not make you money. Some of it is straight-up hype/pumping. Always verify everything yourself. **5. Online portfolios aren’t the full story** People love showing wins, but rarely show losses. Don’t compare yourself to highlight reels. **6. Your current portfolio is very concentrated** You’re basically all-in on tech (Micron, SanDisk, AMD, Nvidia, Tesla). These tend to move together, so: * When tech is up → everything looks great * When tech drops → everything drops If you’re okay with that volatility, that’s fine—but just be aware of the risk. **7. If you’re actually investing long-term** Don’t just chase what’s trending online. Consider adding ETFs or index funds—they give diversification and reduce risk compared to going all-in on a single sector. **TL;DR** If there's anything you take from this let it be this. If your strategy is based on “I saw people talking about it online,” and you cannot give a good "why" as to why you bought in, it’s not really a strategy, it's a bet. Good luck!

Few_Advice5201

Bought 3 shares of AMD at $12. Yes 3.

svpa3991

Msft really be the 2026 version of 2025 AMD

Impressive_Order60

It’s really good I connected it and it told me to buy goog and avoid AMD, AMZN, NVDA, and PLTR. I’m gonna be rich!!! Thanks!

Base-Case2169

As a side, I'm looking for AMD to fade the this positive movement and retrace down to around the $400 level. Still leaning bearish for equity action.

MorningPrimary3962

Nice to see the semiconductor rally continuing, been watching this sector closely since I build PCs as hobby. Memory prices have been wild lately so any stability in these companies is good news That Micron jump is impressive but kinda expected with all the AI demand driving memory needs up. AMD doing decent too which makes sense with their datacenter push. Only thing making me cautious is how fast everything moved - might see some profit taking soon but overall trend still looks solid for tech

TheSauce69

AMD drills 9%, NVDA drills 6% AMD pumps 5%, NVDA pumps 1%

andytobbles

God AMD broke out of that bull flag and took off lmao

IG_Triple_OG

If you follow those ratings blindly, you’re probably going to underperform the market. I held AMD when it was around $115, and Schwab had it rated a D. Despite that, I ended up doubling my money. If I had continued holding it, I would have more than tripled my investment.

demonhunterking

AVGO forward pe 29 while AMD is 73? AVGO damn cheap

Upstairs_Whole_580

YES!!! What makes "ZEC" valuable? Because it's one you rolled your dice and said you'd randomly bet on! And YES! Having 50% owned by THOUSANDS(not 100) of large institutional investors is exponentially better than a Meme coin where... there are no fundamentels. I can look at AVGO,TSM, NVDA and SEE why they react the way they do...or have an idea. AVGO was trading at what it HOULD have been late in 2027. So I sold it going into the print. I also sold AMD. I can look at MSFT and see... that's a strong company. There's no momentum right now, but the balance sheet looks great. I look at ZEC or whatever and I see WHAT, 50% owned by 100 people in a classic pump and dump. It's not BTC, it's not ETH, it's just a "vibes" type of investment. Shit, I did that with QBTS a couple years ago! I just wasn't smart enough to leave my stop loss off, otherwise I'd have turned 125K at 77 cents into 5M+. Same with RGTI. 100K at 97 cents, went to 20 a share. I was stopped out long before. But you're just... it'd be better if you used a magic 8 ball... or spent all your money ON 8-balls. That's fun too!

HungryHashMastr

Bought calls on 5 different companies end of Friday, somehow none of them NVDA or AMD

Plead_thy_fifth

Of course! I understand that, and I agree! It's impossible to value something when the growth is unknown, however there is also a "within reasonable limits" amount, many of which surpass that. Here is the problem with extremely high p/e ratio's and market caps. Our global economy and stock market is a free market with competition. In 6 years down the road if this isn't a bubble (and I agree, it may be, It may not be) then companies will see how insanely profitable it is, and will enter the market and steal some market share from the currently valued big player. All future profits from the changing market will NOT be exclusively owned by Tesla, or Micron, or NVIDIA; more players WILL enter the game. Just like AMD did to Intel back in 2014; and how Intel is starting/trying to do to Nvidia now. Or just like every car manufacturer now has electric versions that compete with Tesla. Examples go back 80 years at this point, it's just free market economics.

rigat0ni_p0ny

Full porting AMD in 2018. Unfortunately I had $25 to my name.

thenamelessone7

You're not gonna believe this but neither AMD nor nvidia are making them. They are fabless chip designers

Smart-Carrot5238

If AMD could drop some more RXT news this week that'd be great

Upstairs_Whole_580

I finally bought a couple leveraged stocks. MUU-Not much AVGU-Even less 250 shares I sold 5500 shares of AVGO at 475 and AMD at 530(though I also tried sell at 360 because though it was running up too much). I may buy AVGO if we back to 380 if it gets there.

Omzy

NVDA is a great company, but there isn't much gas in the tank to grow past a 5.5T market cap. It will turn into a dividend company. AMD is the way if you're going for relatively low-risk growth in semi's right now.

Omzy

NVDA is a great company, but there isn't much gas in the tank to grow past a 5.5T market cap. It will turn into a dividend company. AMD is the way if you're going for growth in semi's right now.

NoChain4469

What time are we dumping AMD at

user365735

I think AMD will hit 1k in a few years 

SighRamp

Relax I bought AMD puts right before close Friday

flesjewater

Hosting AI isn't rocket science, it's all just GPU compute servers. A competing AI company accessing your model is like Nvidia giving AMD the schematics for their RTX 9000 generation GPU's.

VictoriaAutNihil

Semiconductor stocks were due for a pullback. Why is everyone freaking out. I still have MRVL, AMD, NVDA, AMAT. They may dip even more.

JohnnyStrides

Ok champ. Everyone holding AMD is an idiot, AMD management is clueless, OpenAI and Meta are getting free GPUs, and your crystal ball has it all figured out. Got it. 🙄

robmafia

>OpenAI/Meta still have to actually buy and deploy a stupid amount of AMD hardware before those warrants really matter. ??? again, *"they just need to buy the first 1 GW, unlocking the first tranche. which they can sell to finance the 2 GW, which unlocks the 2nd tranche... up to 6. "* >If AMD ends up diluted because they’re shipping gigawatts of GPUs to major AI customers while the stock keeps climbing, that’s not exactly the disaster you’re making it out to be. ...so you're actually this stupid. a 20% dilution to get no earnings is awful, and when the sp is this stupidly overpriced, it's a disaster. amd could have done a secondary/shelf at $500 and it would make way more sense, they don't need to pay for hbm/cowos/wafers to not gain earnings.

JohnnyStrides

OpenAI/Meta still have to actually buy and deploy a stupid amount of AMD hardware before those warrants really matter. If AMD ends up diluted because they’re shipping gigawatts of GPUs to major AI customers while the stock keeps climbing, that’s not exactly the disaster you’re making it out to be.

Vanishingbandit

Stock was a few bucks 10 years ago. 20% is fine..50% of current price is fine. Should probably just continue to allow AMD to do w/e they want

JPowTheDayTrader

TIL AMD's market cap is over 3/4 of a trillion. Overpriced AF LMAO 🤌

JohnnyStrides

"Free GPUs" is doing a lot of heavy lifting there. OpenAI has to actually buy and deploy a mountain of AMD hardware before those warrants matter. If AMD is shipping 6GW of GPUs, I don’t think the problem is going to be that nobody wants AMD. They're very well positioned moving forward IMO.

losesmoney

Where? Nasdaq futures isn’t up much, and AMD is up about a dollar or two after hours.

Neader

God damn AMD just went from +2.9% to red fuuuuuuck meeeee

Neader

AMD stop right there mister

Stealthless

AMD back to 500 soon heh

Inst_Sock_Sales_Rep

Su Bae selling AMD shares after hours Fucking bitch

Neader

Full ported into MRVL and AMD calls if this holds tomorrow will rule

No-Improvement3164

It’s based out like MU and AMD were.

SnowGhostie

NVIDIA and AMD did sell GPUs. the market for home compute is basically dead in the water with the demands of AI infrastructure expansion. the heavy physical resources required to build the data centers decreased their ability to fund production of other products leading to memory shortages by samsung, SK hynix, and micron which in turn affects the GPU market, the phone market, and the big name computer/entertainment retailers like dell or Apple. if the prices continue to increase on the availability of personal computing, it wont leave them anything else to fall back on with the inability to stock their other products at an affordable price for consumers, which, in turn will affect microsofts, metas, and googles both long and short term profit margins. but thats just speculation on my part, i could be totally wrong about what their current strategy is for the SHTF scenario

SnowGhostie

i definitely see your point but there's a huge terrifying factor being the major companies investing in the AI market are also the major players in world running technologies. Nvidia, Samsung, AMD, and many others are majority leaders of chip processing and memory manufacturing that is required from everything as big as data centers and as little as a control system on a vending machine. IF, and dear god let it stay an if, the AI market crashes and the companies get hit hard enough, there would be a requirement for a bail out probably bigger than the 2008 crash. the proprietary technologies they hold that are required to even make the chipsets mean that they CANNOT be allowed to crash unless a suitable replacement is already available which is not currently the case. reality is, it would crash the world economy without them. but that being said the cost of the bailout will still massively stunt the economy before it stabilizes, and the cost would come at the expense of the regular people and other companies. to me it just makes it scary to invest in anything else but safe commodities like gold until they find a profit strategy that works to offset the costs and bring in real profits and not speculated profits

DefinitionOfAsleep

>Nvidia and AMD are working on designing and manufacturing chips for space Satellites aren't going away. The issue with orbital AI data centres is simple physics.

thedeadcricket

Ai stocks are crazy up this year, a 4% down day is to be expected...AMD for example is up 114% ytd, who would you think a pullback would be unexpected?

TheRuggedHamster

All these articles and posts about data centers in space being impossible like SpaceX is the only company who believes it is possible. Amazon and Google are investing in their own programs for orbital data centers. Nvidia and AMD are working on designing and manufacturing chips for space

BittterQuittter

I bought a bunch of AMD back in 2004 and forgot about it for 20 years

JohnnyStrides

NVIDIA and AMD can't make them fast enough to keep up with the growing demand. It should be no surprise that older hardware is still incredibly valuable.

circadiggmigration

*ANALYSTS* are even in on it this week #**Wells Fargo upgrades MSFT** #**Morgan Stanley upgrades MU** #**TD Cowen upgrades AMD** Finally these tards are good for something

circadiggmigration

ANALYSTS are even in on it this week #**Wells Fargo upgrades MSFT** #**Morgan Stanley upgrades MU** #**TD Codwn upgrades AMD** Finally these tards are good for something

Appropriate-Fault141

I lost $30k last Thursday/Friday but all of that was profits from the crazy run. I'm still up like $30K overall. I seriously had the urge to sell everything last Tuesday because how crazy the market has been and getting exhausted from keeping up and moving money around. Recommendations ??? 1. ⁠Ride it out and hope it goes back up? 2. ⁠Sell all while I'm still ahead and hold cash for a while/put in less volatile ETFs? 3. ⁠Let it ride Portfolio is mostly AI infrastructure, silicon motion, super micro, serv now, western digital, marvel, vertiv, coherent, AMD, applied digital, corning, Broadcom, redwire, sold almost all micron at $1,074. Also have option calls on redwire (1/27 & 1/28), intel (turd 1/28), Broadcom (10/26 fucked), oracle (6/27), HIMS (9/26). I just started really "trading" in February this year and know this isn't anything close to a normal market which is also why I'm questioning everything.

Inst_Sock_Sales_Rep

Su Bae gave up on AMD Its over

theproductdesigner

AMD, I kept buying whilst people here kept say "AdVaNcEd MoNeY dEsTrOyEr". Don't look a gift horse in the mouth.

SpartacusOG_andywhit

Buying AMD a year and a bit ago at 101$!

Loocha

I sold AMD at $12.

Assistant-Manager

At least he took your advice. I told my friend we should look into AMD. We did exactly that, we just looked at it.

New_Lengthiness7018

Bought AMD for 8$, sold at 115ish, this was years ago when it first got around there . Then last year when it was dipping while Nvidia was ripping told everyone I knew and their momma to get into AMD, had a ton of call options on it and played it all the way until just about a month ago. Best play ever hands down. Now I’m just wondering when I can get back in

Xafilah

AMD at 101/share average, still holding.

Bjamnp17

Investing in AMD last year at $25k… Since then $300k profit!

10597ch

When I was 14 (April 2015ish) I had my dad buy 30 shares of AMD at $2.78 through his account. At ~$10, I bought another 10 shares. He gave me the 40 shares when I was 18, and I'm still holding them now. I'm closing on a house right now and I'm going to liquidate a few share for closing costs. My only regret is that I never went back for more over the years.

PeteDub

Bought TLSA and AMD in 2015 and 2017 respectively. Both up over 1000%. I’ve sold off a bit of each. Unfortunately I sold a chunk of AMD at like $250 last year 😬. Should have held. But I still have a big position in each. I bought AAPL in 2015 as well. It’s up close to 1000%. I think I have mutual funds I’ve had for 15+ years too

CopeDipper9

A coworker was asking me what he should invest in about 5-6 years ago. I told him AMD when it was around $70. He took my advice. I did not.

AltInLongIsland

I sold AMD for $4 around 2014

rationis

AMD was one of the most obvious plays when Lisa took over and Zen was announced in 2015. Intel had stagnated the entire proccessor market and had sich a monopoly that AMD only had to produce something vaguely compitant to blow up. I bought in around $2 and sold at $100, no regrets.

Flimsy-Fix-7695

Buying AMD when it was considered an advanced money destroyer

Dry_Kangaroo_1234

Wall Street hated the guidance. Q3 AI chip sales forecast missed, as did the fiscal 2027 annual sales forecast. We are now repricing for lower AI hardware demand that originally expected (hence this news also torpedoed Micron, AMD, and Nvidia)

Exception1228

I sold intc at $25 and AMD at $170.  You’re not alone.   Still holding NVDA and been thinking ablut selling for weeks now so that’ll probably rip too

thompshma

AMD at 2.50, sold it at 20+/- thinking I was a genius. I try not to look at the chart now.

Illustrious-Coat3532

AMD

PlatyBiCatum

Or AMD (advanced money destroyer)

ZasdfUnreal

I’ve been running a 3 stock portfolio for almost two years before recently diversifying. AMD, RDDT, SOFI.

KeyDangerous

Intel were the #1 cpu for like the last 3 decades. Only recently did AMD pass them up. Your only metric for a company is their stock price?

A55BAG

Reddit gets it sometimes right, sometimes wrong. \-PLTR was a reddit call \-RKLB has always been popular among redditors \-GOOG, ASML, UNH, AMD were clear reddit calls in 2025 I think overall group think here tends to work during bullmarket.

peachchann

Well there was that one guy that shorted AMD and got margin called for $450k last week.

OpenSystem1337

It's a huge sham that won't bear out over the next decade. Even if for some reason people are stupid enough to increase the Value of SpaceX after the IPO, it'll be crushed under the weight of missed deadlines and a sub par AI branch that can't compete because it's forever behind OpenAI and Anthropic. It's like AMD and Nvidia...AMD will never catch up. Musk himself thinks his AI sucks but still tries to claim it's worth more than any other company. I'm 50/50 he fakes his own death after the IPO and shorts his own stock before it comes down on his head

bulrfuc

What are we selling on Monday boys? Dumped my MU position 2 weeks before market dumped, exited out of SNDK around 1550 ish. These 2 are the two turds in the punchbowl. Never bought INTC, AVGO or AMD so missed gains there. We should see some more pullback, Elon's gotta eat.

LordMohid

Why would you sell AMD 🥲

isospeedrix

Nvidia has a bigger moat than Broadcom and if AMD can take some market share from Nvidia then MRVL can take market share from avgo, tech is just as good if not better in some fields

Pyrrhic_Pragmatist

It sounds like it, but while I own AMD, I don't really follow MU. I've been at this about a decade and don't put a lot of faith in memory chips. Historically they've been ground zero for supply and demand spikes, while the CPUs, GPUs, compute, networking etc have all been more steady. Their stocks all still swing wildly, of course, but in actual sales, non memory chip demand has been more stable long term

PopoDontKnow

AMD and MU are up because they were undervalued on many metrics.

Saeonic

AMD 450 last week, but I was too quick

WrexyWrex

The Intel ultra 9 and the AMD Ryzen 9 are faster than the Apple M5 pro max Apple Bros still walk around in denial though https://www.cpubenchmark.net/laptop.html

biglebowskidude

AVGO — Broadcom 3-5 Year Investment Thesis Down 21% from 52-week highs. Is this AI fatigue or genuine opportunity? The thesis in one sentence: Broadcom is the picks-and-shovels play on AI infrastructure — every hyperscaler needs their networking chips whether NVIDIA wins or AMD wins. What needs to be true: Hyperscaler networking capex stays elevated through 2026-2027 ✓ (likely) Gross margins expand from 52% → 55%+ ← this is the key metric to watch Management resists big acquisitions and focuses on buybacks 3-5 year price targets: Bull case: Gross margins hit 55%+, multiple re-rates to 17-18x → significant upside Bear case: AMD/Intel custom silicon eats into switching market → multiple stays compressed The real risk: Hyperscalers vertically integrating their own networking. Google, Microsoft and Amazon all have custom silicon programs — if they cut out Broadcom that's existential. Verdict: 21% drawdown on a business with 50%+ AI infrastructure exposure and VMware integration delivering ahead of schedule looks like opportunity for 3+ year holders. Watch gross margin trajectory quarterly. Full 3-5 year thesis at norrisai.us

biglebowskidude

AVGO — Broadcom 3-5 Year Investment Thesis Down 21% from 52-week highs. Is this AI fatigue or genuine opportunity? The thesis in one sentence: Broadcom is the picks-and-shovels play on AI infrastructure — every hyperscaler needs their networking chips whether NVIDIA wins or AMD wins. What needs to be true: Hyperscaler networking capex stays elevated through 2026-2027 ✓ (likely) Gross margins expand from 52% → 55%+ ← this is the key metric to watch Management resists big acquisitions and focuses on buybacks 3-5 year price targets: Bull case: Gross margins hit 55%+, multiple re-rates to 17-18x → significant upside Bear case: AMD/Intel custom silicon eats into switching market → multiple stays compressed The real risk: Hyperscalers vertically integrating their own networking. Google, Microsoft and Amazon all have custom silicon programs — if they cut out Broadcom that's existential. Verdict: 21% drawdown on a business with 50%+ AI infrastructure exposure and VMware integration delivering ahead of schedule looks like opportunity for 3+ year holders. Watch gross margin trajectory quarterly. Full 3-5 year thesis at norrisai.us One more — paste the last one! 🏁

Secret_Stick_5213

Hell yeah boy I was flipping AMD contracts on Friday but I guess I need to diversity my Degen strategy and try out SPX https://preview.redd.it/a1aokyyx6r5h1.jpeg?width=1170&format=pjpg&auto=webp&s=d5b1a8ff3fbd452e20483853f99c2f027e341ca8

Jufrow

I always remember how much of an idiot I can be by trying to be smart: I sold a bunch of shares of Five Below because I thought it was a dumb hold (my advisor at the time clearly didn't), anyway, I sold many moons ago at like \~$190, thought I was hot shit, because soon after it dropped to sub-$100 and lower. I just checked, after yesterdays massacre it's at \*drumroll\* \~$190. And then, I fell for total FOMO and bought SMCI (yes, super micro computer, the guys that sold you pc gear in magazines as thick as dictionaries in the 90s) at like \~$790, just a few shares, but man, I HAD to have them. Six months later I called up and said I HAD to sell that turd at \~$500. Phew. Ok, actually I did OK on that, but it's still around \~$41 today (after split). LSS:TL;DR I suck at selling at AH. I could blame myself, my people, the tools available to me, but honestly, I think it's my lizard brain hording shit. Trimming NVDA at 236 and buying back... total play at this point. You could telegraph it like a sports play. Instead I just hold because it's safe, and, well, it usually works out. The companies still make shit, they still make money, the sky is not falling (...yet). I'm at \~+10% after 5 years. I picked one good stock in that time, NVDA. Some AMD, some Intel, blah blah, should've bought more. Honestly. Money on the sidelines does nothing. I have however, built up some emotional resilience to the entire thing, which feels almost as valuable as gains (maybe?). I lost $15K, probably one of the biggest single day losses I've seen, on Friday (6/5/2026 early Fire sale day) and I didn't even bat an eye at this point. You do make an extremely good point about the time. The amount of time and energy I spend ruminating on the stock market is troubling, when as you point out, I'm also doing about as well as the Index.

Desperate_Main7391

I went all in on AMD last year and I’m sitting on a 1.5M gain - wish I had gone all in on MU

VictoriaAutNihil

More than okay. A big hit was due, maybe more still to come. However, I bought AMD, MRVL, AMAT, GOOG, ORCL, NVDA during last April's tariff debacle. I sold some a few weeks ago, but I'm not too worried as of yet. I'll be paying close attention and if need be I'l unload some more, at least it's long term capital gains.

bellahamface

Intel is the complimentary play to SpaceX, as I believe the pullback is more about everyone liquidating to help get in on IPO. Not just Broadcom concerns which also had Ontel involved as it’s taking some of their Google business and likely future business long term. Intel is the tech behind Terra fab which is going to be discussed in more detail soon. Starting with Elon joining an ASML event. Safest of the semis IMO with the most asymmetrical upside. AMD overvalued and Nvidia is still strong buy.

1millionstonk

AMD included in this ?

cleanlinessisbest12

I can tell you what I do and what I know. I’m an engineer tech. My job is to program machines/robots to dispense materials onto circuit boards. I’m pretty sure most of what we do is for data centers, but other stuff too. We have customers like Palo Alto, AMD, BAE and more. PA and AMD are for data centers. I heard the new AMD project is like their next gen circuit boards that will go into data centers and the boards look super hi tech. For BAE we build LRUs which is basically for wifi in planes. Flex has announced one of their companies is getting its own IPO recently as well. From what I know, companies provide the boards, components and everything that’s needed and we assemble it, send it through the process, build it, test it and ship it to them. The more AI is used and needed, the more product we will be getting. Flex is like a boat and the lake is the industry. The bigger the industry gets the more the lake rises and all the boats on the lake rise with it. AI is like a dam filling the lake up, if that makes sense.

cleanlinessisbest12

lol I did see that shit at $90 a share and when I checked it again it was $140! Seriously though, I’ve been there a little over 2 years and shit seems to be going well. Right before AMD took off we took a project on for them; their boards are a little bigger than an iPhone and are worth $12.5 k each.

Saltlife_Junkie

I only trade options. My brokerage is secure. I did take some MU and others down. I watch the ten year like a hawk. It’s the true measure of health for markets. I bought AMD options ex 6/12 on Friday. Calls

FredFenty

Chips and power have been it for like the last year. They'll continue to be it for another few years. As far as i see it, the demand for data centers will accelerate. Even if some companies over produce within their sectors, they will rent their compute capacities to sectors that are at a deficit. I am holding Nvidia, AMD, Micron, (some) SanDisk, WDC, Marvell into 2027 at least.

shortfinal

+46% up 90k. I bought the Exxon dip on the news the war was coming to an end (its not) if thst plays out I'll add another 10k to the pile next week. I skipped MU, most of my gains were selling FaggyDs on AMD till it did a $100 runup on me and rklb+other sectors.

MaxDragonMan

I think we're still going to see that classic downwards revision of the jobs report (and the BLS must still be cooking the books), but still means a rate cut is out of the question. Doubly so if we consider inflation is back. Brew Markets also had a brief commentary on the recent Broadcom / semiconductor dip: >Earlier this week, the semiconductor giant reported fiscal second-quarter earnings that were, by most measures, strong. While net income surged 88% year over year and topped expectations, revenue rose 48%, coming in just shy of forecasts. That growth was driven by Broadcom’s booming AI business, which supplies both custom AI chips and the networking equipment needed to connect them, across six major customers including OpenAI, Anthropic, Google, and Meta. But investors focused on the guidance instead: Broadcom said AI revenue would triple to $16 billion this quarter, but the forecast still fell short of expectations, and the company left its full-year AI target untouched. Still an A, but not quite an A+. Broadcom is the chip-stock bellwether, and its stumble made investors nervous across the whole group. Micron was one of the first victims. Shares fell 13.25% today, a day after the company also suffered the largest market-cap wipeout in its history—a big blow for a stock that closed [above $1,000](https://links.morningbrew.com/c/QFq?mblid=1deea4d58287&mbcid=46037476.4462&mid=d5087b2dd6f78bdcaf9d8995b66873e8&mbuuid=vumHt4fNmk5Gh9PoNLBb7YK3) for the first time earlier this week. Meanwhile, Arm Holdings, Intel, AMD, and Qualcomm all lost more than 10% this afternoon. Some investors argue the reaction is excessive. After all, Broadcom’s AI business is still growing at a blistering pace. But analysts see reasons for caution: TD Cowen noted that Broadcom’s margins are facing pressure as more revenue shifts toward lower-margin chip sales rather than its software business. Meanwhile, Evercore ISI’s Mark Lipacis pointed to signs that competitor MediaTek is gaining ground with Google, chipping away at a relationship Broadcom has maintained for more than a decade. Feels pretty fair. Overreaction? Probably. Totally unjustified? Not quite.