AMD
Advanced Micro Devices Inc
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I think in SIX MONTHS people will be regretting selling or not buying today
WoW Forever. the real reason the ai market crashed today. just listen..
The market has gone from FOMO to FOGO: Fear of Getting Obliterated.
Did anyone see today’s tech selloff coming from a technical or quantitative standpoint?
Serenity, the pump and dump scheme master
Nasdaq down 6%, CoreWeave down 55% in a month. Is the AI trade breaking or is this a midterm overreaction?
$2 TRILLION wiped off the Nasdaq 100 in a single day. Is Wall Street finally waking up to the cost of AI?
Dow Plunges 1,728 Points as Tech Enters a Correction
What Happened to Tech, Semis, and AI Stocks and Why Have They Been Crashing Lately?
Trio-Tech Upgraded by Zacks to Outperform on Backlog Growth & Strong Liquidity
Nasdaq down 6%, CoreWeave down 55% in a month. Is the AI trade breaking or is this a midterm overreaction?
Citrini just flipped to AI relative value; half their pairs are inaccessible Asian stocks WTF
CSCO earnings will mark the end of the AI Bull market in 2026
AMD took the scenic route to fucking both calls and puts
AMD Q3 2026: record $13.4B revenue, data center nearly doubles, and a $17B Q4 guide
AMD just guided to more revenue next quarter than Intel. Ten years ago Intel was 12x its size
Samsung Sees 8nm-and-Below Utilization Topping 100% in 2027; 2nm Projects to More Than Double
Stocks UP pre-market after Democrats sweep Congress in repudiation of Trump
Nvidia makes about 25x AMD's profit but is only worth about 6x as much
id like a WSB style reddit made purely for heavily dumped "buy the dip" plays
$AMD has the AI narrative, now it needs to hold $520
Expect AMD revenue to double in 2027
AMD posts $13.4B in Q3 as Data Center revenue nearly doubles to $8.5B
AMD stock jumps 7% on earnings as data center revenue nearly doubles
AMD stock jumps 7% on earnings as data center revenue nearly doubles
AMD stock jumps 7% on earnings as data center revenue nearly doubles
AMD stock jumps 7% on earnings as data center revenue nearly doubles
Stock Market Recap for Tuesday, November 3, 2026
Stock Market Recap for Tuesday, November 3, 2026
AMD puts yesterday bought me a NVIDIA/Intel PC, thanks Lisa Su! 600 -> 9.5k
Samsung Electronics Finalizes Taylor Fab 2 Output Entirely for AMD, Nvidia HBM Base Dies
Stop confusing AI labs economics with AI hardware companies economics
MOMMA LISA, IT’S YOUR TIME TO SHINE! ❤️
Midterms, jobs and AI earnings: can tech find a floor this week? My outlook for November 2-6
SPX prices the day after the midterms at 1.0%. The last two midterms moved 2.1%
AAOI transciever qualifications and possible AMD supplier/partner?
$1 Trillion Wiped Out in Semiconductor Stocks Is This a Buying Opportunity or a Warning Sign for AI Investors?
AI Bubble is finished but I don't care
Made 1300 Canadian Loonies in about 3 hours from AMD’s demise!
AMD is as overvalued as it gets. Numbers are just bonkers, it will follow INTC's turbulent repricing
Big Tech lost $900 billion in market cap and the AI spending story is cracking
Big Tech lost $900 billion in market cap and the AI spending story is cracking
earnings preview for next week, mostly watching AAPL and AMD
Intel stock plunges 16% as chipmaker blames PC slowdown for weak guidance
What are some of the traps you almost fell into when investing?
Chips en AI kaatsen na de schrik van 22 oktober flink terug: een herstelrally of een nieuwe opmars?
Here is the actual meaningful part of Anthropic's S-1, >$850B of expenditure commitments, pages 170-171
As AI becomes more fractured, one names stands out: AMD
Is AMD Entering Its Next Bullish Cycle? The AI Trade Might Not Be Over Yet
Meta announces $95 billion stock offering to fund AI expansion
After a 6.7% chip crash, can today's PMIs and a 4.7% inflation gauge calm the market?
Is the AI bubble finally cracking, or is Wall Street just giving NVDA bulls another heart attack? 📉💀
What's your take on the market, currently?
Why the 1 Trillion Dollar AI selloff wasn't about chip demand and why its about a debt refinancing check (Coreweave case study)
Why is market crashing again? I'm so sad.. I cannot habibi
+$16,000,000 on AMD and SOXL. Sold it all.
+$16,000,000 on AMD and SOXL. Sold it all.
Warsh and factories: will today's data force an October Fed hike?
Nvidia, AMD, Micron fall as AI stock sell-off deepens
0DTE put went deep ITM after-hours - any way to exercise after cutoff?
$NVDA Vera could turn Nvidia into a ~$60B server CPU business by 2028 overtaking $AMD and $INTC as early as next year.
You will never beat the market unless you understand this one thing…
Genesis Mission Expansion: Tech giants commit $2.4B in compute to bridge AI with federal Quantum & Science research
AI Doesn’t Give a Fuck About Recession
$NVDA is now worth more than $META, $AMZN and $AMD combined
If you describe current conditions to an old AI (2024 deep seek) you can get it to predict the future (now) and the future (tomorrow).
AMD still the top momentum trade
I picked a bad time to sell AMD covered calls 😭😭😭
I picked a bad time to sell AMD covered calls 😭😭
AI is the best thing to happen to an average man
Mentions
I sold all my tech stocks with the exception of Apple. My highest profit was buying AMD years ago at 75 and selling at 630. Today it is at 402. And the bloodbath has not even properly begun. If I wanted a high risk play I would short Anthropic. My belief it is at least 50% overvaluated.
OMG it was insane! I had TSLA lottos that expired the day before, much to my frustration. I was gutted after I woke up and the big moves were done. My AMD banbet was a win, though. Even though I made that one by accident lol.
2022 washed me out. The media said losing sales to China was a death knell for semiconductors. It was my biggest sector so I believed it. I had 10 grand in both Nvidia and AMD and sold 90% of it. Now here we are. Back to 10 grand in each but a lot less upside. I waited too long but just didn't have the funds either. So I used margin. So now I pretty much owe the devil my soul
Are AI companies dead like MU AMD and SNDK dead or over reaction.
Oh no I was joking, I’m honestly just going to stare at the market before making a choice, considering either AMD puts or calls tbh
Yes you want to buy AMD puts :pepeuwu:
Tweaking, have puts on AMD & Nvidia for tmr, any thoughts? Bad choice?
Genuinely considering buying AMD puts
It is cherry-picked, but come on, Intel isn't just another company. There are like 2 major companies making x86 CPUs, and Intel is one of them. Aside from the consumer desktop market, Intel has consistently led AMD in worldwide CPU shipment share.
AMD someone buy my fucking bag
AMD sucks and Su Bae needs to step the fuck down she sucks as CEO
> to clamp down on the very thing that's keeping economic growth going in the country. > I'm looking at Nvidia, MU and AMD. Effing lol
She sold a bunch of AMD a few weeks ago, so she's good at taking profits. But I don't understand why she bought BABA at 180 and CRWV at 70
It doesn't matter. A lot of the profit (and the biggest profit margins) are tied to the data center buildout. That's why Micron dropped its consumer line of DRAM and decided to focus on HBM. Nvidia, AMD, and many others have also prioritized data centers/AI. They're extremely exposed to any potential reduction in data center growth. Basically, the result would be overproduction throughout the sector.
made $20k shorting AMD last 2 days ftw
The CNBC article is worth paying attention to, particularly if you're looking for buying opportunities rather than trying to trade the market day to day. The central question is whether the Nasdaq entering correction territory represents **a normal reset in an otherwise healthy bull market or the beginning of a more substantial decline.** Historically, corrections have often created excellent long-term buying opportunities. But there's an important distinction: a market being down 10% doesn't automatically make stocks cheap. **What correction territory means** A correction occurs when an index falls at least 10% from its recent high. The Nasdaq is especially susceptible to corrections because of its concentration in technology and growth companies, whose valuations are sensitive to interest rates and earnings expectations. **1. What CNBC's historical numbers actually show** CNBC examined 10 previous Nasdaq corrections over the past decade. Average gain after 3 months **+9.41%** Average gain after 6 months **+17.03%** CNBC's reported averages are measured from correction bottoms, not necessarily from the first day the Nasdaq enters correction territory. A broader historical analysis dating to 1971 found that six months after entering correction territory, the Nasdaq was higher approximately 73% of the time, with an average gain of 13.6%. However, roughly 37% of corrections eventually became bear markets. That tells us two things: the longer-term odds have historically favored buyers, but the risk of further substantial losses is real. **2. Why this particular correction concerns me** Today's decline wasn't simply routine profit-taking. NOVEMBER 5, 2026 — MARKET CLOSE Nasdaq **−5.5%** S&P 500 **−4.4%** Dow **−3.4%** Rounded closing declines. There are three issues I'd watch: **AI spending:** Investors are questioning whether enormous data-center investments will generate sufficient profits. **Political uncertainty:** Following the midterm elections, proposed restrictions on data-center development have introduced new risks. **Valuations and borrowing costs:** Expensive technology stocks become vulnerable when growth expectations weaken and financing remains costly. The semiconductor selloff is particularly concerning. Nvidia fell approximately 9.3% today, while AMD declined 17.3%. **3. What I think happens next** These are my scenarios, not statistically calculated probabilities. I lean toward a volatile recovery eventually, but I wouldn't assume we've reached the bottom. **4. How I would approach buying** Given your interest in finding beaten-down stocks with meaningful upside, I would favor buying in stages rather than investing everything immediately. For example, with $100,000 earmarked for stocks: Illustrative allocation for long-term capital, not a prediction of the bottom. One thing I would avoid is assuming the stocks that fell the most will recover the most. Some companies may have permanently impaired earnings prospects. **My overall assessment** **I see this as a developing buying opportunity, but not yet an obvious all-clear signal.** The 2022 Nasdaq correction is an important warning. Investors who assumed the initial 10% decline was the bottom experienced considerably greater losses afterward. And the current market has a genuine fundamental question to answer: will AI spending produce the earnings needed to justify these valuations? Here's what I'd like to explore next: **Do you want me to examine the 15–20 most beaten-down quality stocks in this correction, compare their current valuations with historical averages, and identify which ones offer the strongest potential upside over the next 2–5 years?** I'd look beyond Alphabet and the usual technology names, including profitable businesses that may have been unfairly punished alongside the broader market.
Im not a rich man, but I bought would I could afford. AMD
Tom said sell off overdone and shits mooning soon - I hope so for my AMD calls expiring in two weeks they ded
lol I got 30 shares of AMD that I got at 70. Should I sell?
Buy and hold peeps want to buy, but need some convincing. Looking at how SNDK is bouncing now, they will have it by the morning. *"I'm looking at Nvidia, MU and AMD. I feel all 3 are much more insulated from the debt fueled mania that CoreWeave and others face. Besides that META has shown its a cashcow and smh ZUCK always comes out on top and the company just continues to grow. Just questioning if today is the day to buy the dip or to wait a couple more days and see if market starts to rebound"* [https://www.reddit.com/r/stocks/comments/1xolp0d/anybody\_buying\_the\_dip/](https://www.reddit.com/r/stocks/comments/1xolp0d/anybody_buying_the_dip/)
>While we might see a temporary downturn in companies like Nvidia and micron, they aren’t going to burst like a bubble. They will come roaring back. Well, whether agents bring productivity gains is an entirely separate question from whether Nvidia/Micron can effectively capture the value gain from that. Between Amazon/Google rolling their own silicon, AMD retooling for it, and Intel also getting in, there's a lot of big names are fighting to take away Nvidia's compute lead, not to mention all the startups (or subsidized Chinese labs) eager for a piece of the pie as well. Memory is also always under active research for improvement. It's possible that new technique means model training isn't as gated by high bandwidth requirements, meaning that older RAM and non-VRAM setups can be adapted for it. It could turn out that Micron's design in particular is somehow suboptimal relative to Samsung/SKH, and so they don't get nearly enough orders to match their build out.
I think the last couple of days scream of algos shenanigans. I was expecting the dems to win big and the tech sector getting hit hard, but what I was not expecting at all was having a first day of SPY going up pumping staples; to me it made no sense considering how important the tech sector is for the overall market, like what are we going to do? Take money from Nvidia/AMD and add 1 trillion market cap to McDonalds? Then we got the real dump and for many people it was ggs. Outside of that fake SPY pump that cost retail a lot of money, I think the dems W and the tech dump were both fairly easy to predict. My port is 90% biotech and has been for a while, just for disclosure.
AMD is a piece of shit fuck AMD
Dude you literally bought AMD at its peak 😭🙏
The math is easy... the only hard part is predicting the future. NVDA is making about $7/share now, projected to make $12/share next year. PE is 25. That'll put them at a pretty normal PE of 15 or so next year. The question is are they going to keep making $13/share or so forever. That's 312 billion a year. Are companies eventually going to slow down on buying new chips? Are chips going to get easier to produce/design, and so they won't be able to charge as much? Almost certainly. So what happens when their margins drop by 20%, and their market share drops by 30 percentage points, and their volume drops? They won't be making 312 billion a year forever. Someone else is going to take some of that market. Nvidia doesn't even make the chips, I don't think.... they design them, and lease out their proprietary software that the tech runs on. AMD has open source software. I just... yeah, it's hard to make the math work where they make 312 billion every year. Companies like Intel saw a competitor come along and take half their market share, and saw margins drop by 20%pts. The only thing I worry about is that they'll be sitting on such a mountain of cash, they can go in a bunch of directions from here, and are already branching out into tangential AI categories like cloud, app store, services, etc.
Just about every semi stock was down almost 20% today. That’s plenty of a dip to buy into for long term investing. NVDA, AMD, etc aren’t going anywhere.
I've held AMD for 20+ years and will hold it. Nvidai, I think will bounce, because all of the power-starved gamers will jump in. MU, not unless it hits 100.
I posted [this morning](https://www.reddit.com/r/wallstreetbets/comments/1xofthb/comment/19s6e77wmb4f5/?context=3&utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) that I thought the setup for today looked rough. Did I think it was 5%+ bad? Not necessarily. But there were major factors I've been tracking for a while that were screaming that the potential was there. Since you were looking for more information, I'll explain my reasoning. Sorry for the length in advance: 1) First off, I massively de-risked back in July. I saw a lot of indications back then that something was starting to change. I'll pat myself on the back a bit for getting one of the most optimal points to get out of the pool back (missed the optimal by a few weeks). I have 2 401s, one of which had been 85%+ tech since all the way back post-GFC. I completely converted it to an 80/20 Boglehead setup. The big indicators for me were the massive topping pattern in KORU and the KOSPI sell-off as well as MU earnings marking the top in the memory trade. 2) Elaborating on the above, I watch leadership more than anything to anticipate market performance. Quite frankly, I don't care how consumer staples are doing. We could keep going up so long as the Semis and Mag7 were strong. Hence, I already kind of thought we were on borrowed time as the memory trade unwound as what was going to replace that? Leadership only continued to erode from then to the point we were basically held up by AMD, NVDA, and MSFT. Yeah, three companies basically. I'm kind of surprised more people weren't noticing how bad this was getting. 3) The Nasdaq lost support 5 trading days ago. The S&P technically briefly lost it, reclaimed it and tried to push into the moving average stack yesterday, and got swatted back down. That was a pretty bearish look. 4) Credit spreads have been blowing out for weeks. This is like the most consistently accurate super bearish indicator I've ever discovered to the point it's a cheat code. It perfectly predicted the Iran War decline, the Fall lows of last year, and Liberation Day. The market will always stay up if flows support it no matter what dumb narrative is out there. The second money dries up on the other hand, you have to watch your butt. There are some other minor things, but that's how I constructed my own reasoning as to how I was able to detect something was about to occur and what I did about it. Which was just selling tech out of my 401, raising cash, and sticking to day trading over buying much for the long-term.
a while back after AMD shot way up i bought 4 puts as insurance against the market crashing. only 4, and super long, but it almost offset my losses today.
Thinking of betting more on AMD & NVDA tomorrow.
10k shares of AMD bought at $1.75 in January 2016. At the time I just thought this has to be good investment since nearly all computers had either AMD or Intel and AI wasn’t even in the picture
Open AI and Anthropic IP will end up being owned by the likes of Google, Amazon, MS, Meta, Nvidia and AMD
PLS GOD, I need a 30% pump on AMD , else I’m ruined
It's pretty crazy. Remember when computers sold for $2,000, and you needed to buy a new one every three or so years because so much changed? (gosh, that's about $5,000 for a computer in today's dollars!) People actually think Nvidia is going to hold these margins, and this competitive edge, for years and years? I know they have a moat, but it isn't insurmoutable, and AMD and competitors do exist. There's no denying that Nvidia is growing rapidly right now, but it's quite a leap of faith to think they will grow into their valuation and continue growing. It's hard to double when you already have 80% of the market.
Holding my AMD because nothing above 200 ever made sense to me so why start now?
bought after hours shares of $AMD and $MU wish me luck guess i'm staying up all night again https://preview.redd.it/1cz6wmn61wzh1.png?width=1299&format=png&auto=webp&s=b8c265794a9db4b13d235929fc874fef5040c0f5
Which CPU will pump the hardest tmrw AMD ARM INTC or QCOM my money is on ARM
AMD to $450 before market open 🚀📈
$AMD about to hit 420 450 by the open calling it
I sold all my AMD and half my NVIDIA, at a cost basis of 80 and 30, respectively. Could they rally? Probably. Which is why I kept half my NVIDIA. But I'm concerned about data center slow downs so I'm gonna just sit on this cash for a bit while I ponder my next move. I'm sure as shit not gonna be holding the bag for SoftBank.
Bad management has been a thing at Intel during the tablet/phone era, they paired Atom chips with PowerVR in tablets trying to beat the spec wars yet losing to Google Pixel tablets at that same sub $250-299 price point than just Amazon Fire DX or Apple iPad mini. I recall developers mocking Intel SDK as x86 translator of BlueStacks to ARM or ARM to x86 wasn't going to work. Ex-workplace refused to touch x86 Android as performance was horrible vs the weakest MediaTek dual-core back then vs quad-core Atom. Developing Android apps for x86 Baytrail tablets were horrible, they were the slowest tablets in most benchmarks. Intel took forever to compete with AMD before Ryzen, their response to Ryzen was jack up the TDP to the moon 150-200W by their final HEDT models before splitting it to the big.little core chip design. Chip degrading has hit my jobs' office so its been an adventure of how many times does work grind to a halt from an Intel 13/14th gen CPU bit the dust from the internal corrosion flaw on 13th gen and the two other flaws in 14th gen early batches. AI boom has screwed our office really good and BYOD slowly get eaten back by our workplace to fill that gap each time a desktop bites the dust. I wouldn't be shocked if anyone/business impacted by Intel 13/14th gen won't buy an Intel desktop once they reach replacement cycles, several developers I know went Ryzen 9000 and others are waiting for DDR6 based hardware. Don't expect much on Core Ultra 400/500 series if the current environment keeps going on.
If you have stocks, just quadruple down on NVDA, AMD, MU and wait two years. This same shit happened in 2022 but there was less attention on tech.
I also am against bailouts, but what you are saying makes no sense with reality. Who is funding the data center buildout? Private credit, institutional investors, pensions (which will have to be bailed out for teachers, firefighters, police, and so on but I personally think they should hold the bag partly and whomever is investing on their behalf should be liable), and the hyperscalers. The hyperscalers are not going bust. Google has $200 billion in cash. Now who could go bust? Neoclouds and possibly Oracle. But again, whomever is buying their debt should hold the bag. So when you break it down, outside of the pensions- there really is no need for a bailout. The companies that will get crushed are the AI suppliers- MU, AMD, NVDA (who has plenty of cash), Open AI, Anthropic, and so on. But AI adoption is still in its infancy. The owners of the compute will attempt to scale but a moratorium fixes their oversupply and helps them monetize what is built. So in reality, the tech overlords benefit and can charge higher prices for compute as we see the neoclouds get flushed and the market crunch spreads like a financial contagion to everyone with a 401k. So does this really fix the problem?
If China wins the AI race, it is like how they win manufacturing. Traditional US companies no longer stand a chance competing with them. Fortunate for the US, during the 25 years that China took over manufacturing, a group of elite companies rose, including Apple, Google, Amazon, Meta, Tesla, NVidia, AMD, etc. These are the companies that provide the fuel for the economy to go forward. If China wins the AI race, these companies will be massacred like US factories. At that point, unless a new set of industries are rising (quantum computing? nuclear fusion?), US will lose its global control and influence to China. That said, I don't think it is easy for China to win the AI race. It is not like slowing down the data center will get China ahead, as long as the dems don't enforce a universal, broader halt of AI development (and they can't, and likely wouldn't).
This is what several companies are talking about in the game studio sector during closed meetings, we're expecting nobody buys the next gen consoles(PS6/XBox Helix) may it be Intel or AMD based so we're stuck in that spot of skip PC game ports as nobody can afford GPUs and ride out the storm with Nintendo Switch 2 releases. Our release roadmap is 5-8yrs out on stuff, expecting nobody buys a PC until 2030 so we need to dial back the details/textures in a game engine to keep a baseline of Intel Arc A770/RTX3050 at a minimum in our test labs. Its not so fun for lots of developers/studios that have an already thin profit margin and most folks are part-timers. I just saw the prices of handhelds based on Wildcat Lake and $1000 for an XBox certified device is nuts vs a Switch 2 or a SteamDeck with better controls. Going to wonder what kind of chatter is going on inside Intel as the consumer market implodes. I wonder if Intel pushed marketing ad money in the Windows 11 Home XBox game bundle to get folks to buy a new home PC for $550 worth of XBox "classic games". Note that promo excludes PCs pre-loaded with Windows 11 Pro if you look at the fine print.
Just woke up from a two day coma; I can’t wait to look at my AMD calls!!!!
AMD had record profits, how can Nvidia not be the same
Is the US elite that massively profited from the years growth in ai pulling the rug on all of us? I'm holding AMD, Intel Nvidia
+17.58% after today. Outside of FXAIX 401k contributions, about 10% of my portfolio is AMD, GOOG, MSFT, INTC, NVDA in order of size
AMD has been super high, I am surprised that their CEO isn't in these memes.
Bubble-pop triggers: **still 0 of 4** * **Capex**: being raised, not cut. * **AMD/NVDA guidance**: AMD beat. * **Memory prices**: contract prices are still rising. SNDK just beat for a sixth straight quarter with data-center revenue +61% q/q, and MU has 75%+ of FY27 committed. * **Credit event**: none. This is the Cisco and HDD pattern at full speed: the stocks collapse while the business numbers still look great. Selling everything on the biggest retail capitulation day since March 2020 is historically one of the worst-timed moves you can make.
Options selling this week pretty decent, but I jumped on selling 11/6 AMD 380 puts a little too early this morning
They’ve already cut ram by half on Nvidia and AMD chips, they would double it tomorrow if it was available m.
Knew this was coming which is why I sold Micron at 100 and AMD at 98 😎
AMD about to breach 400
$NVDA $SMH $MU $AMD over reaction Data center use some unused land, convert it to vibrant town with high tech workforce. More construction jobs by expanding datacenters. Left or right wing doesn’t mater, all big companies work with both administrations. \~8000 datacenters project nation wide. Big semi demand GOP approve all 8000 projects next few months possibly, still semi big demand next few years, big earnings spike https://preview.redd.it/01fg0b3yivzh1.png?width=1063&format=png&auto=webp&s=1549272a53461af62c550f8298eba2e93bf91681
AMD below $440.00 made when it was $518.35, expiring on Fri 5:06 PM ET.
yeah my AMD 250 puts for march are up (checks notes) a SHITLOAD today
It depends on which companies you're talking about. NVDA was at an ATH not long ago. AMD, ARM were also doing well. S&P hit a record yesterday. The down trend in a lot of stocks over the past month(s) have been due to funding, increasing interest rates of that funding, and ROI. The main reasons today are a federal government and many states, TX mainly, with soon to be leaders who are actively slow data centers and AI development. That's what caused today's sell off, and the one in these companies yesterday.
My AMD banbet is gonna make me look like a genius though ( I made it by accident messing around with formatting)
Midterm-over reaction. What data center does? Bring construction jobs to state. Now \~ 8156 datacenters project in pipeline. Majority possibly get approval by next 3-4 months, before GOP transition to Left Semi demand high, supply shortage $NVDA $MU $AMD $TSM $AMAT $KLAC $QQQ all tech go high https://preview.redd.it/9b4r6812evzh1.png?width=1063&format=png&auto=webp&s=0b139c46cf7dee59c27b0cd3dc1cac3684e9654e
Midterm-over reaction. What data center does? Bring construction jobs to state. Now \~ 8156 datacenters project in pipeline. Majority possibly get approval by next 3-4 months, before GOP transition to Left Semi demand high, supply shortage $NVDA $MU $AMD $TSM $AMAT $KLAC $QQQ all tech go high
AMD absolutely annihilated today holy shit
I'm a software engineer who used to work on Azure datacenters at Microsoft. I also have experience in training AI models. So you can pretend I don't know what I'm talking about, but this is literally my expertise. I said I have long-dated puts, I'm not long NVDA at all. As in I made bets that NVDA will go down in price in the coming year. Most of those are up 50-100%, so yes, it is panning out exactly as I expected. Check my history if you want, I posted a DD post months ago that made it to the front page of WSB. If you followed literally any of the put positions I suggested (NVDA, ORCL, AMD, SOXX, TQQQ, SNDK, CRWV)...they are all up.
I sort of preferred Pat, and fully believe he got the short straw for Ford V Dodge reasons rather than him legitimately doing much "wrong", but I don't yet see the failure view on what he started. Ohio is cash destructive, and you're mostly right to assess that it wouldn't do today's Intel much good to have it come online today or tomorrow, but it doesn't seem like our silicon thirst is slowing, regardless of the "AI doom". It's a project that doesn't work without external customers, but it's not a project that doesn't work. On AMD eating their lunch, the truth of that matter is a fair bit less cut and dried. AMD has an edge currently in high power high performance, but the same Intel chips getting accused of being "less efficient" at full load are orders of magnitude more efficient under light load. Similarly, Panther Lake is kind of stupidly good at what it does, though it isn't a "halo" product, at least not fully. I also can't say the government money was what drove the excitement, I think at best it was a contributing factor. Interesting article about the accounting issues relating to that came up recently; the share price having reached what it did meant an impediment of damn near a quarter's revenue. I see more downside potential for the memory companies than the chip companies, but going back to "business as usual" would likely be -least- painful for Intel out of everyone in the space.
**AMD** lost almost 6 months of gains in 9 days. The high was about $649 on Oct 6. Current price is $404.40 Still up almost $200 since April.
Brother take a step back and touch grass. I’m up 250 % on AMD, 200 % on Google. You don’t even notice this blip in a chart 5 years from now. Seriously, get laid it’ll do you good.
AppLovin looking like it wants to pull an AMD
Mods need to start a cope thread where we all pretend stock market is at record high. I'll start: Lmao at the regards sho sold AMD after earnings - it's up 24% last two days
Mods need to start a cope thread where we all pretend stock market is at record high. I'll start: Lmao at the regards sho sold AMD after earnings - it's up 24% last two days
I never understand the fomo some people feel. MU was 40. Then it was 1200. AMD was 65 and then it was 500. Sure you can make all logical sounding arguments but I ain’t buying that shit. When stocks are this inflated it’s hard to know the floor. Sure AI is magic but really is food, medicine suddenly not worth investing in? There are companies recording solid earnings and profit quarter over quarter but no we gotta pump Meta, SpaceX, Tesla that are burning cash for heat.
Yeah I’m not too worried about it, my guess is all the big players (AMD, MU) had contingency plans in place for if the Dems took congress/the house. Time to see how it plays out - maybe they start building data centers internationally and margins grow even higher. I didn’t hear no bell!
AMD to $450 tomorrow. Sit and watch 🚀📈
Sue Bae selling AMD like a dumb bitch
I don't know if I even want to support Nvidia/AMD after this crap they have pulled though
Told you guys AMD was cooked.... If the market didn't bounce at close, what exactly are you hoping will save us tomorrow? Unemployment? Topkek
Got a question for ppl in the thread - Isn't it almost always better to just buy the ETF rather than trying to pick individual stocks like Nvidia or AMD? It seems like trying to pick single winners just to maximize profits is risky, and the ETF gives you a piece of everything anyway. Does individual stock picking actually make that big of a difference in the long run?
holy hell, AMD is $400? Wasnt it almost $600 five minutes ago?
what did you find that was so bad in the SMCI/AMD reports?
AMD went from +20% after earnings to wiping that out to doing another 20% drop. Rollercoaster.
Tomorrow looks like a terrible day , shits beyond fkd , went with 350p on AMD at EOD
I don't know what I'd call industry wide 1.9T dollar spend for only 972B in revenue return other than grossly unprofitable. The data is all there that AI is already failing miserably to make a profit with the only profitable companies with it being Nvidia, AMD and Micron the ones selling the equipment.
I bought AMD and Nvdia at the close yesterday hope your buys go much better than mine 24 hours before!
The only one that recover will be AMD and Nvidia. Everyone else cooooooooked
I think ARM and QCOM are going to soar tomorrow and next year. Will outperform INTC and AMD
Gonna hold AMD overnight. PLS PRAY 4 ME.
I am thinking of buying into the biggest losers (i.e. AMD) today to utilize the potential
full port into AMD tomorrow
I'm still up like 100% right now holding AMD. will be happy to see them go back to 200 so I can buy more.
AMD down 15% just today :-(
The entire stock market is held up by the game of financial make-believe that the hyperscalers are playing. It doesn’t make sense for there to be ANY winners right now. AMD was still a loser, Intel was just a boatload of used tampons in comparison
Buy low, sell high. There should be some real bargains in the near future. During the early days of the pandemic, AMD was at $5.00 a share.