Reddit Posts
So are we all just gambling on AMD tomorrow
Price jacked up after hours crashes during trading pattern?
What are we thinking about AMD for eerrrrmingsss
Looking to to all in but which one is a "safer" play. AMD vs Msft
AMD's new powerhouse cpu ZEN 5 is about turn heads... leaked specs and launch date...
AMD will trade at this level....yeah, i know it sounds a mad Bear the Perma
AMD- earnings tomorrow 01/30. Is it breaking upwards on this channel?
Elon just informally announced he would buy AMD chips for Tesla's dojo supercomputer
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Who’s ready to burn their life savings this week
AMD - 200 or bust? What 1-30-2024 to watch for...
Which stocks should I consider investing in?
Any advice on what to YOLO on this week?
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
AMD's new MI300x vs the field, plus future projections.
GOOGL April 19'24 $170 Calls - Up 100%... Thoughts?
Strangely the US wants to Intel to succeed but their price does not look that way
Who’s buying MSFT & AMD calls for earnings?
Should I sell my long AMD calls before earnings?
Intel stock sinks as early 2024 outlook comes up short
Intel vs AMD; CPU 3D Cache physics theory
AMD- testing weekly regression with strong greens recently.
I'm the $2k to $50k Options Account Challenge Guy and I Have Some Gains to Share From My Larger Account
I believe them puts on NVDA and AMD I guess?
KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI
Any reason why I shouldn’t invest in TSM given its current price?
Is anyone else breaking out the popcorn to watch AMD stock on a daily basis?
Just buy SEMI/AI and ride the hype. The roller coaster will end soon but for now it’s green day’s ahead.
One of my AMD calls that I haven't sold yet
$12k AMD gain 🔥 by Taking over "Update 2: It's either several million or..." from u/ThrowAwayhfhdjhxnjd
Bullish on $AMD (Long-term)
My recent AMD vs INTC insight + 69% in 2 days
Part two- been practicing option trading (80 % success rate)
$2K to $50K in 90 Days - Options Trading Challenge (Day 2 +$519.03 Net Realized)
PART 2 Been practicing option trading for a year
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
AMD: All My Dinero. It's either Dinner or no Dinner
$ADM falls 16% as investors suddenly realize they made a typo while trying to buy $AMD
Mentions
i've become long term investor of AMD and AMZN
AMD makes some great computer processors yet they had a drastic fall yesterday, it's certainly not that.
AMD looking at that 160 gap fill
Probably still overvalued, I remember AMD actually went from 180 directly to 220+ in 1 day because of the OpenAI deal.
Nvidia reported $33.4 billion in unpaid bills, up 89% in one year. Customers who bought chips haven’t paid for them yet. The average wait time for payment stretched from 46 days to 53 days. That extra week represents $10.4 billion that may never arrive. Meanwhile, Nvidia stockpiled $19.8 billion in unsold chips, up 32% in three months. But management claims demand is insane and supply is constrained. Both cannot be true. Either customers aren’t buying or they’re buying without cash. The cash flow tells the real story. Nvidia generated $14.5 billion in actual cash but reported $19.3 billion in profit. The gap is $4.8 billion. Healthy chip companies like TSMC and AMD convert over 95% of profits to cash. Nvidia converts 75%. That’s distress level. Here’s where it gets criminal. Nvidia gave $2 billion to xAI. xAI borrowed $12.5 billion to buy Nvidia chips. Microsoft gave OpenAI $13 billion. OpenAI committed $50 billion to buy Microsoft cloud. Microsoft ordered $100 billion in Nvidia chips for that cloud. Oracle gave OpenAI $300 billion in cloud credits. OpenAI ordered Nvidia chips for Oracle data centers. The same dollars circle through different companies and get counted as revenue multiple times. Nvidia books sales, but nobody actually pays. The bills age. The inventory piles up. The cash never comes.
How is AMD down 23% from the peak? However, at $204 still seems overvalued
If you bought AMD just 6 days ago, you now need it to go up +25% just to break even lmao
AMD a third the price of Spy and dropped $38 from its peak while Spy dropped $25. Advanced Money Destroyer indeed 😂
AMD trying to look like ORCL. ORCL would have none of it.
#Take it easy Lisa Su, I might sell some AMD calls too 💰
I mean, I’ve been gaming since I was 8-9 years old and had mostly nvidia and sometimes AMD cards. I’m still surprised they’re still so focused on making gaming cards given how small a fraction of their market gaming cards are now. As companies go, they have one of the best cultures tbh, whether or not you like their aggressive business practices
So why don’t you tell TSMC to make Nvidia chips for you? Why doesn’t AMD tell TSMC to make Nvidia chips for them? You know Nvidia has 60% profit margins on their chips while AMDs is only 10% right? So why don’t they just ask TSMC to give them Nvidia’s chips instead? It’s supposed to be simple right?
Shhiii AMD might go down to $70
Tell me why AMD will not go to $170.
AMD PLEASE step up and eat the gamer/CAD market so NVDA can’t even fall back on them after all this AI shit comes down.
The fact that I won a banbet for AMD to go to 230 today and it’s sitting at 206 rn is crazy On my 500 shares that’s a $12k swing
Jim and Cathie Wood's power doesn't work in this market. He was bearish on NBIS yesterday and Cathie sold like 100K shares of AMD and they both still got kill today.
Imagine being retarded enough to buy AMD at 255 LMAO
LOL I thought i missed out on AMD at $100....looks like i might get another shot
I have been DCAing many mineral mining stocks like HL, CDE, AEM and the like. Recently got into energy ETFs like PHO and VDE. also WM is always good to DCA in my opinion. That said, I decided to sell all my tech stock (42 NVDA and AMD, RIGHT before the AMD spike over $200=(....... But I moved a lot of that capital into my Robinhood account where I've been DCAing all those I mentioned (and some I didn't) PLUS selling options on TSLL. Been getting 10%/month on average since August so.... Can't complain yet
If I am buying the dip I am making a growth play. AI is the growth fad right now, so I'd be grabbing more NVDA, INTC, and AMD. Other interesting things are BE, AMZN, GOOGL, AAPL, and MSFT. I think somebody once said, "Be greedy when others are fearful."
Is AMD going back to 160
if AMD is not at 250 tomorrow I'm fucked kidding I'm fucked in any case
NVIDIA bottoms around $28. Fair value is probably $15. That should bring Nasdaq down to dot com levels. I’m a buyer of Microsoft at $20, Google at $30, and AMD at $4.50. If you were planning to retire in the next 15 years I would look for second income
>Nvidia reported $33.4 billion in unpaid bills, up 89% in one year. Customers who bought chips haven’t paid for them yet. The average wait time for payment stretched from 46 days to 53 days. That extra week represents $10.4 billion that may never arrive. >Meanwhile, Nvidia stockpiled $19.8 billion in unsold chips, up 32% in three months. But management claims demand is insane and supply is constrained. Both cannot be true. Either customers aren’t buying or they’re buying without cash. >The cash flow tells the real story. Nvidia generated $14.5 billion in actual cash but reported $19.3 billion in profit. The gap is $4.8 billion. Healthy chip companies like TSMC and AMD convert over 95% of profits to cash. Nvidia converts 75%. That’s distress level.
I remember when AMD was like $2 a share and I was debating if it was worth it lol. It’s still over $200. I wouldn’t worry yet. If anything inflation hasn’t caught up to the market. That’ll be scary. Lots and lots of money still out there.
Yea I cummed. My entire portfolio is AMD, NVDA, and MU
Tech wreck incoming. Look at the charts on AMD, MU, SNDK. They ran up up way beyond fundamentals.
This gives me more faith in Meta. As for Oracle and AMD? Well … sentiment sells.
I got TSM, Nvidia, and AMD in my M1 finance long term account
In the event AMD drops to $180, I will be buying $1,200,000 worth of shares
So you wanted to invest in infrastructure for AI but didn't think to buy TSM, Nvidia, AMD or even Intel? Y'know, the hardware manufacturers? Sorry but you belong here
AMD hit 263 a little over a week ago lmao
AMD will be lower than NVDA soon enough.
AMD finally gave up all the gains AFTER that huge rally
AMD still going down in AH. Down 9 % now 😂
The Open AI - AMD - ORCL circle jerk totally shows that this is the case
I bought calls on AMD and NVDA midday thinking it was a fake dip Turns out it wasn’t
Lmao had I not sold my AMD puts Monday I would have recovered all my losses for the year
At the time, I knew I needed to sell AMD at 260. But I did not
6 days ago AMD was $262 It’s now $205
it ran stops today yielding a significant profit. Now I'm contemplating whether to reverse the course and start shorting. I'm thinking about ARM (as AMD's too big for that), but fearing the ship has sailed.
AMD from $265 ATH to barely $206... that an epic waterfall chart.. lulz Is it returning to its Advanced Money Destroyer status again?
Someone mentioned earlier there are still AMD puts available while it was still 2% up for the day
Why did AMD drop $50 a share??
That's rich. Bro AMD has been outperforming NVDA for the last 2 months. Greener than NVDA on green days and less red on red days. Hell it was up more than NVDA last night on nvda's great earnings. There's no room to complain about amd's price action today.
Fuck, shoulda paper handed AMD as well when I exited the google position. This shit's going to be expensive
AMD p/e is misleading because of an acquisition. Non-GAAP forward P/E is about the same as Nvidia
The only thing I don't understand about all this **NVDA** drama is what did **AMD** do wrong? It's a wonderful company with strong earnings and a beautiful p/e shy of 100.
There’s a ton of trash accounting going on look at companies like SMCI and CRWV ORCL etc faking numbers and every OpenAI CRWV announce with AMD, MSFT, AMZN, ORCL, NOK they pump 20%-40% in one day too fool retail and then backdate those days all these companies and well negative since any OpenAI CRWV announcement. SMCI been faking numbers for 8 years.
man AMD got fcking annihilated, crazy
AMD MU WDC AVGO semi brothers all jumping off the bridge o7
guess AMD puts weren’t that bad huh
So... whats fair value for AMD?
AMD backed to being advanced money destroyer
AMD just don't stop, holy fuck.
My baby plays on AMD with the gambling money is one thing. It's going to be a whole other level of SHTF for my port if this tanks oil activity and shipping into next week.
AMD put probably gonna work like last few years . 🤡
Ugh. The AMD cat isn't bouncing, is it.
AAPL iPad revenue alone is higher than AMD total rev.
Only thing hurting me is my Feb AMD calls, should’ve sold last week
Yep I didn’t believe that earnings bear would life the market for a second. If AMD his $200 I’ll buy 100 shares
They will try, just like they are trying to replace ASML & TSMC. But keeping them hooked on the NVIDIA/AMD ecosystem with cut-down chips ensures they stay reliant on Western architecture rather than being forced to perfect their own (inferior... for now) alternatives immediately.
Why do AMD options move like shit?
Anyone believe AMD can bleed too $200 tomorrow am? Or you guys think this is it..?
GOOG has one. I'm not currently following AMD so I'm not sure what they have
That is what people have been saying for two years. Where is any of the competition? The closest is AMD and they’ve completely dropped the ball. How far Sue Bae has fallen from being the golden child. They couldn’t even sell full capacity of the MI300X last year. They reduced supply in Q2.
Hey guys, congrats / happy for all of you that caught this move. Some ppl probably changed their lives today. Take a break & enjoy it. Also, does anyone think AMD will go to or below $200 by tomorrow?
I like AMD, RDDT and RKLB. I dont like RKLB at that these prices though a lot of future growth already baked in. It’s hard not to see RDDT and AMD multi bagging over the next three to five years..
Let's gather all the data: NVDA did an insane GTC presentation AMD did an insane Investors day All ai kept tanking And now NVDA earnings and it keeps tanking Yeh we're fucked
still the demand is much higher than product availability. That’s the main constraint. NVIDIA has a 2 years backlog. I know you don’t like AI but the numbers are there and it is what it is. Google using their own TPUs doesn’t change much. There are plenty of room for NVIDIA competition (including AMD), and it id actually healthy.
Besides the fact we are comparing two cases in technology, the whole context is very different. Apple to oranges for me between the Dotcom bubble and the whole AI phenomenon. Dotcom bubble came pretty much from speculative investing on future demand. So there were no guarantee that the caseload linked to that demand would manifest and it didn't happen, hence the bubble burst. For AI, you have to separate to different type of companies: Manufacturers and Users (clients). AI manufacturers caseload (which there is a very small numbers that can be financially profitable like Nvidia, AMD and such mostly in the Mag 7) are running at close to 100% capacity. So the demand is totally manifest and generates incredible profits (NVIDIA clearly demonstrated this in their earnings, they won't suffice to the demand coming from users) for big manufacturers. Also have to add in other factors into the equation: for example Nvidia is not only AI and they have an incredible capacity to diversify (they make other stuff like chips, GPUs, etc.). So even if the future demand in AI drops, they have the financial and technological + R&D capacity to evolve into something else as a manufacturer. Smaller manufacturer might not be able to adapt. The question arising now revolves more around clients. They need to invest MASSIVE amounts of money to embrace the AI curve (ex: to migrate a whole manual production chain to AI). Now, will they be able to convert this to profitability? THAT is the central question. Some will survive and skyrocket, some will fail and go bankrupt. How will this affect future caseload and the interest in AI for both manufacturers and users? The uncertainty comes mainly from this whole situation.
AMD down almost 20% over 4 days holy FUCK
Glass half empty: AI bubble may have burst, may be in a generational top Glass half full: AI bubble partially deflated with markets only down 4% from the peak (ORCL down 35%, AMD down 20%, etc.) I think we're still in glass half full mode, and that we haven't seen any sort of final top on AI (probably next year we see that).
I’ve been bag holding AMD puts for a couple months that are now green. At one point they were -80% 🤣
#AMD going below $200 LMAO🤌
Lucky for us, corn has no circuit breakers. At least I can take comfort in that while my poor AMD is bleeding out.
But every major tech company is working on their own alternative technologies. Google is working on Tensor Processing Unit, Amazon on Trainium & Inferentia, Microsoft on Maia, Meta on MTIA. AMD, Intel, Cerebras, Graphcore, etc. are all working on their own. It's only a matter of time before either these catch up to Nvidia's tech or the buyers decide that it's ok to have 80% of the capabilities at 20% of the cost and just switch. NVDA hasn't clearly disclosed it but it's pretty clear that most of their revenues from from 5-7 companies which are all working on competing technologies. The music is going to stop at some point.
calls on AMD. see you on the other side. https://preview.redd.it/wt6sb5po6g2g1.jpeg?width=1024&format=pjpg&auto=webp&s=646b6c243356db7c3ecc88305155673bc6b47932
Puts on AMD after NVDA earnings is guaranteed money but I’m still too puss to do it
Huh. Paperhanded my Google and now I don't feel nearly as stupid as I did around an hour ago. But doubling down on AMD was *not* the move.
lmao AMD got absolutely destroyed
Just doubled down on AMZN. NVDA and AMD calls
the algos control the markets and have decided that we are going to go down for a while. just accept it. all the news/etc is just coordinated manipulation to ensure it happens - just as it was coordinated manipulation the past 6 months to cause the market to rally for 6 months straight with zero pullbacks. just play the game along with them. don't even touch tech stocks now. wait 3-6 months so you can grab meta at 400 and AMD at 130 again.
No idea. But I got full faith AMD can do a repeat of the last ATH even if the entire market goes up.
I bought AMD at 222 am i regared?
AMD in fucking free fall rn. Bruh.
Why is now filling, upon US market Open? Not only Nvidia, but also ASML and AMD?
Bought AMD 11/28 $215c for 8.6 each This dip is fake and gay just like bers
Seeling my AMD calls this morning was the smartest thing I should've flipped to puts