AMD

Obvious_System3080

AMD $400 ?

OldManYellsAtCloud12

Poet or AMD. AMD CPUs sht all over anything Intel has. Poet has 0 sales and is all hype and full of dumb money.

gravedigger997

Too late to sell all TSLA shares and dump into SNDK, AMD, VOO, and NVDA ?

kemar7856

Arkk holding his 5% AMD they're fine

lailinkelly

No, she actually sold 75 million shares based on AMD’s latest closing price of $347.81

skilliard7

It really isn't? The overwhelming majority of S&P500 returns this year came from a handful of tech stocks like WDC, AMD, etc. If you didn't happen to pick the handful of big winners, you likely underperformed. Historically, the median stock actually underperforms T-Bills, it's just that the huge winners carry the entire index.

Separate_Asparagus94

My last few trades have been terrible. I was doing great for a while. C PUTS NVDA PUTS DELL PUTS TXN PUTS Recently entered INTC and AMD puts

mydoortotheworld

Genuinely think it might be a good time to just fucking full port into AMD. Shares or calls. Idk. Idgaf anymore.

Separate_Asparagus94

Did anyone buy AMD OR INTC PUTS FRIDAY?

SargeMaximus

Ending the AMD run by starting a small position Monday. Enough is enough

IamGeoMan

Now do INTC. AMD actually has products that sell like hotcakes while Intel had to downbin SKUs to pump up this past ER. The amount of hopium on TACO-backed stonks is pure regardation.

andytobbles

Massive cpu and gpu shortage. AMD is selling top premier products on both fronts, it’s definitely overbought in the short term but the hype is real.

Bagholder147

Sounds like AMD

subwayfugitive1977

I’m so pissed. I dumped my stock in November. I had like 50% of everything in AMD.

Progress-Note

Bro was selling naked AMD INTC calls

kyperion

[It only took Reddit ten years to forget most of their mistakes with AMD](https://www.reddit.com/r/stocks/s/Qis1eRxtMx)

DolphinsFan123

*what has Intel or AMD done in terms of manufacturing to justify its valuation

Beneficial-Ferret479

It's CPUs use for Agentic AI has been a winner for AMD. And is part of the steep rise of their share price.

DolphinsFan123

What has Intel or AMD done to justify either valuation?

Ill-Cow4735

Retail sheep won't get the opportunity over here... They never did. NOW won't be the exception. I'll give one recent example - last year AMD was trash. CUDA was a moat, GPU's were the big deal. Nowadays, AMD's king and the stock is running smoking hot. Guess who's laughing now :) History will repeat itself. This stock will be 150$+ by next year easily. 300+$ by 2030. Good enough for me. I'll keep adding

Tigulla_SRT24

Man am down 5k on AMD shorts I need to get out at minimal loss at pullback Never shorting semis again

stickybond009

Shall reach AMD level

Tigulla_SRT24

Anyone else buying puts on AMD or semis at open tomorrow?

Sire_Jenkins

I am with you that PLTR and also intel and AMD are all dogshit. But they made me rich.

SadComparison9352

P/E 200. Priced like nvidia but nowhere near nvda growth rate at its early stage. projected growth of 10-20% annually only for overall business. Terafab: still unproven and will take at least 3 yrs and billions of capex to build. Lots of execution risks . TSM is still the mature leader AMD is a better buy with GPUS AND CPUs.

jeffosoft

Yeah… there are some pretty big red flags here. Not subtle ones either. There was huge volatility in the market. During that time, I’m sorry, but I want to say 95% chance this isn’t real. ⸻ 🚩 1. The percentage gain is mathematically off You’re showing: * Avg cost: $10.96 * Current price: $345.38 That should be roughly: \frac{345.38 - 10.9587}{10.9587} \approx 30.5 ➡️ That’s about +3,050%, which matches the % shown. BUT… When a platform gets this right but other numbers don’t line up (see below), it usually means: * It’s calculating % from one dataset * And dollar gain from another That’s a consistency problem. ⸻ 🚩 2. Gain vs Market Value mismatch (this is the big one) Let’s check the basics: * Market Value: $7,946,270 * Book Cost: $252,050 Expected gain: 7,946,270 - 252,050 \approx 7,694,220 ➡️ That actually matches your gain number almost perfectly So at first glance it looks fine… BUT here’s the issue: 👉 That implies you bought: * 23,000 shares at ~$10.96 That part checks out: 23,000 \times 10.9587 \approx 252,050 So the math is internally consistent… ⸻ 🚩 3. The real red flag: realism of the position This is where things break down in the real world: You’re supposedly holding: * 23,000 shares of AMD * Worth ~$8 million * With a $250k cost basis That means: * You bought AMD around $10–$11 * And held through a 30x run 👉 That would be an exceptionally rare, near-perfect long-term hold Not impossible—but: * That’s early 2016 AMD pricing * You’d have had to never sell, never rebalance, never mess up That’s lottery-ticket-level discipline ⸻ 🚩 4. Bid/Ask size inconsistency * Bid size: 89 lots * Ask size: 460 lots That’s not crazy, but: * For a highly liquid stock like AMD, spreads and sizes are usually tighter/more balanced * Combined with everything else, it suggests this might not be a live Level 1 quote feed (or is delayed/simulated) ⸻ 🚩 5. The interface itself Big tell here: * The layout + formatting + massive unrealized gain highlight * Looks very similar to demo accounts / mock portfolios / screenshot edits Especially: * The clean round numbers * The extreme % gain prominently circled ⸻ 🚩 6. No tax lots / no history context For a position like this, most real brokerages would show: * Multiple tax lots * Different purchase dates * Not one clean average like this ⸻ 🧠 Bottom line (straight talk) There are two possibilities: ✅ Scenario A (legit but rare) * Someone actually bought AMD around $10 in size * Held perfectly for ~10 years * Never sold → Possible, but extremely uncommon 🚨 Scenario B (more likely) * Simulated account, paper trading, or edited screenshot * Or numbers pulled from different datasets (cost vs current vs %) ⸻ Alright—let’s break this into the two things ⸻ 🧠 1. What real trade history would have to look like For your numbers to be legit, the story would have to be very clean and very specific: 📊 Your position implies: * 23,000 shares * Average cost ≈ $10.96 * Total invested ≈ $252K * Current price ≈ $345 That means: You essentially did one of these two things: ⸻ ✅ Scenario A: Single early buy (most likely way this works) You bought everything in one window when Advanced Micro Devices was cheap: * Timeframe: 2015–early 2016 * AMD price range: $2 → $12 * Your avg cost (~$10.96) suggests: * You likely bought closer to late 2016, not the absolute bottom 👉 Example realistic version: * Bought ~23,000 shares around $10–11 * Held through: * Ryzen launch * GPU cycles * AI boom * Never sold a meaningful amount Problem: Most people don’t: * Hold through multiple 50–70% drawdowns * Avoid trimming at 2x, 5x, 10x gains This requires unusual discipline (or luck) ⸻ ⚠️ Scenario B: Multiple buys over time More realistic behavior would be: * Some shares at $5–$10 * Some at $20–$50 * Some later But here’s the issue: 👉 That would raise your average cost, not keep it at ~$10.96 So to still end at $10.96: * The vast majority of shares must have been bought early * Later buys would have to be minimal ⸻ 🚫 What this is NOT * Not a trader account (too clean) * Not someone averaging in over years (avg would be higher) * Not someone taking profits (position size still huge) ⸻ 📅 2. What date you’d need to buy to match this We reverse from your average cost: Your cost basis: \frac{252,050}{23,000} \approx 10.96 ⸻ 📍 When was AMD ≈ $10.96? * Mid–late 2016 * Specifically around: * June–December 2016 That was: * Right before AMD’s major breakout * Right as Ryzen hype was starting ⸻ 📈 What that means in plain terms If this is real, the person: * Bought AMD right before it took off * Put in ~$250K (not small money) * Sat on it for ~10 years * Turned it into ~$8 million ⸻ 🚨 Final reality check Here’s the blunt version: ✔️ Mathematically: * Everything lines up internally ❗ Behaviorally: * This is extremely uncommon * It requires: * Big conviction early * No panic selling * No profit-taking * No diversification pressure 🧠 Probability-wise: * Possible? Yes * Typical? Not even close ⸻ 🔍 My honest take (no fluff) This looks like one of: 1. Paper trading / simulated account 2. Edited or cherry-picked screenshot 3. A very rare long-term hold (top ~1% behavior) ⸻

himynameis_

I think it's moreso that there is a supply shortage for CPUs. They have strong competition versus AMD and now Amazon's CPU Graviton.

mtnlol

I mean in terms of actual consumer products Intel is still absolute dogshit compared to AMD, we are discussing the stock value though.

oldprecision

Congrats, rotate into AMD and ARM.

goosen19

I bet you thought Google was done for and AMD stood no chance last year as well. Wallstreet playing you like a fiddle

fergult

Market capplays a role in how stocks move, but it also comes down to investor sentiment and what they perceive as growth potential Google's integration of its own chips might not get the same hype since they aren't selling them externally, unlike intel and AMD.

Profile_Traditional

Nova Lake looks good, graphics performance is still lagging but it’s getting better quickly. Looks like in the future they’re going to continue to close the gap with AMD. Currently on server it’s very much dependent on application as to which brand has the best processor. In the short term all the supply seems to be bought up so competition doesn’t matter as much as it used to. 14A seems to be attracting customers (supposedly next year but these things typically get delayed a little), 18A seems to be mostly ending up as an internal node and a development node for external customers. Apple is rumoured to be manufacturing some of their “low end” M series processors on Intel nodes. They’ve previously dual sourced their processors between TSMC and Samsung, (I guess to reduce risk and negotiate price) so it would make sense for them to do so again, if Intel manage to get close ish to TSMC performance. Disclaimer - I’ve had a large Intel position for 2-3 years and plan to continue to. TLDR I think next year will be good for Intel in terms of competing against TSMC and AMD but the stock definitely looks expensive right now so I have no idea which the price will go.

DolphinsFan123

Nah AMD isn’t worth $350 a share lmao let’s be real….

DolphinsFan123

Pray for AMD to go down a littlr

BeginningEar8070

for those that dont want to ride just hype just keep in mind there are more inference chips than what is mentioned by op Custom silicon from hyperscalers: AWS Graviton, Google TPU, Microsoft Maia, Meta MTIA all replacing Intel CPUs in data centres with purpose-built chips that are cheaper per workload. Nokia explicitly replaced Intel CPUs with Marvell silicon in cloud RAN - calling Intel's architecture "the worst example of lock-in." That move was not about AMD; it was about escaping Intel entirely. Intel is a IOWN co-founder but is losing foundry relevance - TSMC still manufactures most leading-edge chips, and Intel Foundry Services has had repeated delays and customer losses. We are also waiting for rapidus

point_of_you

Made a bag on INTC but idk why I didn't buy AMD as well, probably all the memes psyched me out. **ADVANCED MONEY DESTROYER** lol

kmagic13

My coworker went all in on AMD last year over NVDA. Either would’ve been a good play but damn did she made the right decision.

JudgeCheezels

Everyone on r/AMD and r/pcmasterace The cesspool of Reddit.

cogit2

"It’s hard to believe all of them could be wrong at the same time." \^ Ask UNH holders if a lot of analysts can all be wrong. Short answer: yes, analysts can all be wrong "Using leverage to increase exposure could also be considered, up to x50 on B⨟tget Futures if I’m not mistaken." This must be a gag or something. Using 50x leverage is something only industry pros should do, or fools. This isn't a tool for normal investors. Leverage up to 2x isn't insane, 3x should be for swing-trade terms only, 5x for day trades, but nothing beyond that, that's only for the true, trained industry professionals. "I’m still wondering whether competition from AMD, Nvidia, and Arm" Add Broadcom and Qualcom to the mix, every company rolling its own AI hardware, and the fact that, at this point in time, even AMD is ahead of Intel on its AI plan. Intel has potential, that's the only reason it's priced like it is right now factoring the AI issue. But it has to actually execute and it might not even be in 3rd place in terms of AI hardware right now, it could easily be in 5th or further back based on how Amazon and Google's initiatives are going.

Ok_Leadership4987

James from Invest Answers is by far the best. Don't trust me, look up his calls this year. They are amazing. He called MRVL, AMD, SATS, ALAB, MU, Google, and Copper all before they ran.

Aelustelin

I still have an AMD processor from like 2008 I should check on its value.

chance901

This far, earnings beat is over 80%, which is higher than usual, and I'd expect the same from the rest of the big ones. Looking at AMD, Intel, etc, I think we have a reasonable indication how their results will go. This will hopefully push all of spy up a good bit.

LaconicB

When a solid company like AMD is oversold on the RSI charts, there’s a reason. If you read only the RSI, you can be waiting for weeks or months for the RSI to retreat below 70. The best gains a stock can have is when the RSI maintains an oversold condition. You should never use RSI alone, experienced traders know what other indicators to use to predict if the RSI will retreat or make another bounce above 70. These indicators will flash big before the RSI drops, they can also go down while the RSI remains high/above 70 and then reverse, where RSI goes higher and the stock price moves even higher. If you buy puts hoping the price will eventually fall, the premium you paid will decay and make you lose money while waiting for miracle. You are better off with a debit put spread when your gambling like this. Both puts in the spread will decay and the value of the spread will hold up and be more dependent on the price movement. 

Lanky_Commercial9731

I bought AMD always at the very top and then bagheld till the next cycle but not this time, therefore AMD will 10x from now on

Sisaroth

Because google themselves (probably) still use more intel/amd than Axion, if their Google Cloud VM docs are a good indicator: Their accelerator machines page does't even mention Axion: https://docs.cloud.google.com/compute/docs/accelerator-optimized-machines And their general purpose machines still have much more intel/AMD options than Axion: https://docs.cloud.google.com/compute/docs/general-purpose-machines

Xchapter

Firstly this is a unicorn, 1000% return is not something that happen everyday. Secondly you have to be into financial markets, economic news, trending news, basically everything is an opportunity once you understand the market, you get an idea you research look at the data make and make a decision or you pick a stock something you like spend money on often watch it get to know it learn the technicals. I made this choice cause AMD has been trending up for the past few weeks saw it drop a bit and decided to buy a call on a range I think it can hit, it was a risky contract only 24hrs but by a miracle it did exactly what I thought it would.

Midnite_07

AMD calls??

barbpatch

It went way up really fast. It was $200 not very long ago at all, like stupidly recent, and is close to $350 now. I'd hop off that one quick if it goes up more after you buy in. When the extended dip was shitting on everything tech startng before January and was only worse months later...wait for a time like that to buy into AMD. It's headed for Mag 7 status but there's still gonna be volatility for a while to come

JamieUK93

Ill just shoot straight. Im a dad of two, grew up poor and put in 8k debt by my mum but paid that off, dad was a degenerate nonce to his own kids, no one in the larger family on both sides has ever really been a success and literally scrape by even after working hard all their lives. Now ive dabbled on trading 212 (UK app) but have no fucking idea what im doing and wanted to play a long game pension pot on tech stocks to give the kids something for when i die as i want to break the cycle on what only seems to be inheriting debt and other bullshit. I can risk like £200-£300 a month, to the experienced and succesful traders my question is now what would be the first thing you would do with this if you were in my shoes, just saw a post on WSB of someone making AMD call for 350 and turned it into 6 figures, like htf does that even work? I wouldnt even be that greedy or need it to be that lucrative. My dream is to buy our social rented home and put more into my boys savings account. Id be even happy to pay to learn because somethings got to change and i dont want to die leaving them fuck all. Not a sob story just context on why im trying to achieve more in life. Ive tried to learn about calls and puts but its like we dont seem to have the same apps, functions and tools as the US apps have? Ive got nothing to lose at this point apart from the bros that want to make fun of me so here i am. Thankyou all.

JamieUK93

Just how? Ill just shoot straight. Im a dad of two, grew up poor and put in 8k debt by my mum but paid that off, dad was a degenerate nonce to his own kids, no one in the larger family on both sides has ever really been a success and literally scrape by even after working hard all their lives. Now ive dabbled on trading 212 (UK app) but have no fucking idea what im doing and wanted to play a long game pension pot to give the kids something for when i die as i want to break the cycle on what only seems to be inheriting debt and other bullshit. I can risk like £200-£300 a month, to the experienced and succesful traders my question is now what would be the first thing you would do with this if you were in my shoes, just saw a post on WSB of someone making AMD call for 350 and turned it into 6 figures, like htf does that even work? I wouldnt even be that greedy or need it to be that lucrative. My dream is to buy our social rented home and put more into my boys savings account. Id be even happy to pay to learn because somethings got to change and i dont want to die leaving them fuck all. Not a sob story just context on why im trying to achieve more in life. Ive tried to learn about calls and puts but its like we dont seem to have the same apps, functions and tools as the US apps have? Ive got nothing to lose at this point apart from the bros that want to make fun of me so here i am. Thankyou all and thanks to those with the useful advice.

The_Kidz

Exactly - But I do think there’s a case for AMD. Disclaimer: Long AMD @$100 and long goog. Thesis: rising tide raises all boats. NVDA is clearly the leader but there so much rooms for AMD to grow as long as they aren’t fully regarded. When the bride is a smoke, but she’s getting married you for the maid of honour. Hot but so slutty. AMD is her. And I love her. Jump in please

Both_Cardiologist660

How regarded would it be to go all in on AMD?

Chenman15

I had 100 shares of AMD and sold $46 in 2019! How many dumb sells have I had all these years. I could have retired by now! https://preview.redd.it/fyephm1sehxg1.jpeg?width=1206&format=pjpg&auto=webp&s=e0be1511cc1dff7fbd248e2f648746ba288af396

Odd_Papaya8305

Down 40% on AMD 5/15 puts FUK

timesuck47

Seen AMD?

2020WasGreat

From some basic calc OP must have bought when AMD was at $10. That was way back in 2016. Before any AI boom. So not sure why someone spent 23k times 10 230k on a stock that was flat for 20 years. Does not add up.

Drauren

I agree with you on AMD/INTC but i think there will be another drawdown before we get there. I sold going into earnings. AMD generally takes a shit even if they knock it out of the park. I’ll rebuy if I’m right, and if I’m wrong, well, I made 100% profit.

chili01

Still cant believe this is happening to AMD. I know Nvidia stock split. Seeing AMD stock higher than Nvidia is still unbelievable.

Technician_These

Yeah I bought nvda as my first stock cause I’m a software engineer and in my masters classes we covered parallel programming and the future of gpus was evident then. I’m not a pro invester, I only had like 20k in AMD which I sold half of at 225, but idk how to really valuate it. I think I’ll just hold the rest and whatever happens happens, it feels like a bubble at this valuation though

mohelgamal

That is because they aren’t making them in the same sense that Nvidia, Intel and AMD are making them. What Google did was basically custom tweaking ARM processors with the help of Broadcom to fit better in their own cloud servers. And TSMC is handling production. so you can’t simply just go buy a bunch of Axion processors to use at home. The other companies are actually doing the manufacturing itself for the purpose of selling to others, or in case of Tesla, to sell as part of their car/robot line up.

ImSortaUseful

Redditoids when you don’t buy a shit fart 6000 AMD chip

wballz

Go ahead link to anyone talking about the AMD April run

RoundTableMaker

I mean that strategy hasn't really worked for intel or are we going to ignore the last 8 years? They aren't innovating in the space. Unless innovation is just considered buying ASML tech. This all just makes AMD look better. No fabs no worries.

SargeMaximus

I plan to buy a small position in AMD Monday so it will top exactly at that time

DolphinsFan123

Same with AMD

DolphinsFan123

What’s a realistic AMD price Monday? I have 5k DAMD shares…

MarlonMcCree20

Yeah and to be honest, I completely forgot about it because that set of stocks is performing whatever. Hit on AMD, Broadcom, and Nvidia...Missed on Salesforce, Hubspot, and Qualcomm.

loky0

AMD for this guy meant “Another Million Dollars”

Outside-Scratch2586

4 shares turning into real money feels good too. You been riding AMD since the low $10s or jumped in later?

DolphinsFan123

Probably should short now with AMD bei by ridiculously priced

Outside-Scratch2586

300% is nothing to downplay-that's strong conviction paying off. Buying in the $60s took real confidence. What made you trust AMD that early, and do you still see setups like that today?

chocha84

are you going to double down with shorts on AMD next week?

j_0-0_j

Holy crap. Teach me how to do this shit. All I do is buy AMD since 2022.

SargeMaximus

I plan to end the bull run Monday by buying a small position in AMD

Trust_8067

Around 2010 AMD was bouncing between $2-$4 every other month.

gofaaast

Medium volatility, generally a growth stock, starts when the stock is down. Sell puts for premium and then establish your low economic basis. Sell some conservative calls (I like 10 delta) since I expect growth from the lot entry point (don’t kill a runner early). Run weekly to build some revenue and set your floor (acquisition price minus put and call premium). Then amp up your delta to 20 for a few weeks. Determine your floor (cost basis plus any lending you might need). Weekly premium should be 2-3x any margin. Setup should be less than 3 months Delta 10 phase can last a while. Forced sale is actually very good since it’s a high strike. Don’t fight these spikes. Delta 20 is more premium time (lower strike). You are greedy but getting paid while heading to the exit. HOOD SOFI AMD RIVN SHOP All have recently been good entry at different price points. Wheel is a basic model. You need to adjust for the overall market and specific ticker. It’s not a set and forget strategy, it’s a grind.

starshockey91va

Thanks for posting this. I bought most of my AMD during their 2022 dip into the $60s so I’m only in the lowly 300% return territory instead of your 3,000% but I had no idea it had surged to be a bit insignificant part of my brokerage portfolio. Time to rebalance.

Adorable_Tadpole_726

Google is too profitable. Intel and AMD don’t actually make any money so it’s easier for the stock to be manipulated.

aaron_dresden

Yes. TSMC does the fabrication, AVGO does more of the manufacture design. But yes there’s another layer taking a cut that AMD and Intel don’t have to pay separately.

MeanieManh0le

Can wait for AMD bulls to lose it all. Gamblers were buying and now more gamblers chasing

aaron_dresden

Broadcom is the design partner to translate the design and add proprietary parts, TSMC & co manufacture the parts. You’re right though, there’s more parties involved so the margins are smaller. AMD does the design and manufacture translation and just gets TSMC and other parties to manufacture. Intel does the same but may manufacture the chips in house depending on how cutting edge they need to be. Google also doesn’t sell its Axion chips to others, so it’s not getting a margin on sales, it’s all down to AI and cloud pricing.

SargeMaximus

I can end the AMD run tomorrow by buying a single share.

dljmonkeyboiz

Nah we pump into AMD earnings next Tuesday

Dizzy_Maybe8225

Shorted AMD at the end of the day on Friday!!. I don't know why AMD has to go up because Intel declared good results. I see the connection, but I felt it was too much pumped up.

MooseDapper1423

When you say perfect placed bet. Could you tell me how you came to your analysis on AMD? And like leading up to the trade.

Peribangbang

Hell yeah I bought Intel at the same price. Done amazingly, I actually got the idea from LTT ironically because Linus brought up a good point about the value intel has to america right now. With AMD being dominant in CPUs and NVIDIA dominating GPUs the US has to bankroll the company to keep a foot in the tech race. It all made perfect sense, I just wish I had more money to buy into it

solemnlowfiver

Intel had an unexpected turnaround on CPUs and AMD makes CPUs. Not the same as a GPU manufacturer and mem provider. Your thesis here will only bankrupt you if you’re also expecting 150% moves. You also said 350 out of the money not showing any understanding of the greeks. See my community service post here so you actually attempt to educate yourself and why this is pure gambling: https://www.reddit.com/r/wallstreetbets/s/z7bzrAafHF

StockScannerApp

AMD +80% from the bottom is insane, those who bought in March are eating good

softboiledjadepotato

Seems like nothing really matters. Only when institutions decide its a buy, it'll be a buy.. AMD got its ass whooped forever until suddenly it was a buy. Was always a great company the whole time

Hawvy

What was the news for AMD to jump? Did it just jump because Intel?

InvestAISavvy

The market cap thing is real but I think there's a more interesting answer underneath it. Look at what people actually talk about when they post AMD vs when they post GOOGL. AMD's social conversation right now: top themes are Ryzen gaming builds, GPU market share, AI laptop adoption, CPU pricing. Every dominant theme is silicon. It's a pure-play chip narrative. GOOGL's conversation: 40% Google product launches (Gemini stuff mostly), 25% general market performance, then critical themes about Play Store policies and Maps complaints. Axion isn't anywhere in the top themes I track. Custom silicon is genuinely a huge story for their margins long-term but almost nobody outside the technical AI infra crowd is posting about it. That's the actual gap. Pure-play CPU companies get priced as CPU stories because that's all anyone's talking about with them. Diversified hyperscalers like GOOGL get priced as ad/cloud/AI stories with the chip work as a footnote, even when the chip work is structurally important. The Axion advantage shows up in cloud margins over the next 5 years, not in this quarter's narrative. So you're not missing anything on the fundamentals. The market is rewarding narrative purity, and Google is too big and does too many things to get a clean chip story priced into it.

TheScribinator

Google's been mooning over the past year+, just not in single 15% days. And, as others have clearly stated, their market cap is far larger than AMD, therefore their stock price requires far more volume to move in either direction.

Disastrous_Rent_6500

AMD and Intel chips are years ahead in performance for CPUs

radix33

Intel, Nvidia, AMD, etc. are household names. Of course they'll get all of the attention and valuation. If Google is only using Axion in-house, then how would anyone know if it's any good? I doubt Google will admit any issue with it, and everyone else will be skeptical of the value.

mojolakota

Youre right that everyone makes their own chips now but treating them all the same is exactly where the market is underpricing Google. Apple makes them for phones but Amazon and Google make them for massive data centers. The huge blind spot is that independent benchmarks are already showing Googles axion chips beating Amazons latest graviton chips in raw compute. Wall street assumes Amazon is the king of custom cloud chips because they had a head start but Google is actually beating them on pure efficency which is a massive hidden advantage for their cloud margins. Just 10% better can result in hundreds of millions in efficiency at data centers. Saying Google cant make better chips than Intel or AMD just ignores what better actually means for a cloud server. Those dedicated companies have to build generic processors with tons of legacy bloat so they work for all those smaller companies . Google designs axion strictly for their own custom architecture and power grids. Stripping all that generic bloat out makes them objectively faster and cheaper to run for their specific workloads than any off the shelf processor ever could be. Finally the idea that paying TSMC leaves no margin is just wrong. Nvidia and AMD dont own physical fabs either and they print money because the real profit is in the architecture and IP not the factory. The reason Google doesnt sell them isnt because of low margins its because renting them is infinitely better. Why sell a chip once for a flat profit when you can plug it into a rack and rent it out by the hour on google cloud for years while locking enterprise customers into your ecosystem.

Bl1nk9

12 here-when CO went legal…I started dabbling in the market at the same time. Looks like I shouldn’t have sold that AMD for more Tranzbyte.🙃

Wonderful_Promise_40

AMD puts I bought Friday at close going to print.

PlayerPlayer69

Trades like these aren’t something you “learn.” Just like throwing shit at a wall and seeing what sticks, these trades operate under the same concept. The last time a 5/1 $370 AMD call sold for $10, was April 20, when AMD was trading at $270. There is a reason why it only cost $10. If the market wasn’t totally fucked with AI/Data Center Musical Chairs, betting that a massive blue chip company like AMD would make a massive 50% jump in two weeks is absurd. When AMD is trading at $270 a share and someone wants to make a bet that they’ll jump to $370 super quickly, that sounds like a no brainer, so they’re cheap. But after a miraculous pump, now that they’re at $340, $370 isn’t too wild of a dream, so now it’s a more realistic bet, hence the $500 profit. Like throwing shit at a wall and seeing what sticks, sometimes it doesn’t hurt to throw a random $10 here and there because fuck it, what’s $10 lost over 2 weeks if there’s a sliiiiiiigghhhttttt possibility to hit $500?

Lil_Hater112

I stopped taking the post seriously when they claimed AMD has best gpu

SpongEWorTHiebOb

Google makes nothing. AMD makes nothing. TSM is their contract partner. Intel is far less reliant on TSM. Investors are starting to wake up to the fact that Intel has way more room to grow because they have their own foundries.