AMD

Spiritual-Wall-9025

AMD is now what it always has been and always will be —a 2nd tier company trying to ride real innovators’ waves. First it was intel now it’s NVDA. The company is years behind NVDA and cannot catch up because a head start in machine learning cannot be overcome. There is only one true AI infrastructure play and that’s NVDA. Not saying AMD won’t go up. It might because foolish folks who want to save a few bucks and don’t understand the geometric advantage NVDA possesses may invest in AMD. But smart money knows to buy the leader—especially in the context of machine learning.

A_Stoic_Dude

Gotta disagree on AMD. How can a $350B chip maker be a moonshot. It's on its on its 3rd circumference. It's essentially one of the top 5 most successful chip companies in existence.

Wiscoman

AMD

Wiscoman

AMD Leadership has forecasted conservatively ~35% annual revenue growth 2026-2030. AMD will have its "NVDA moment" with a shattering earnings sometime in late 2026 or early 2027 and stock will be much higher than where it is at right now by that time. 

Robertroo

Noted. Would your top pick be AMD ?

Upstairs_Whole_580

Not at all, no, yes. AMD is only over-valued if you ignore growth and you're using the GAAP vs the Non-GAAP which is... FAR more accurate with the Xilinx acquisition impacting it's GAAP ESP, Revenue and PE by a factor of about \~3.5. I don't know how you invest in the market, especially in tech if you don't count contracts or orders until the money is physically received. AMZN is going to spend 500B in AI CapEx, all on NVDA, they have the resources and in this hypothetical, you discount that because, "until delivery happens it's imaginary money my dude." Well... no, it's not. These often come with massive contracts and it's not "imaginary," it's just not yet realized(which, for the record, it's not realized until about 50 days AFTER it's delivered and then received as that's the average time it takes for a company to pay NVDA.

ForlornS

Industrial robotics and tech: SYM, UBER, AMZN, MU, AMD, U. Some EU tickers are very discounted too: [AIXA.DE](http://AIXA.DE), [SY1.DE](http://SY1.DE), [SHL.DE](http://SHL.DE), [UNA.AS](http://UNA.AS), WOSB.DE. Some are up but positioned to do well in lower rates: [DBK.DE](http://DBK.DE), [DHL.DE](http://DHL.DE), PST.MI.

Paul_Robert_

I just got an ad for a treatment for "wet AMD" naturally, this means calls on AMD 🔥

Various-Forever-4339

AMD

CEOofBeanz

!banbet AMD $280 20d

RuchNZ

NVDA is already at the top of most etfs and has already had a huge run, AMD has way more room to grow and is barely weighted in etfs, I would always pick AMD as an individual stock..

blackdog543

Well, we know you didn't buy Bitcoin...lol. My mostly DOW 30 and some smaller companies and banks is up 5.9%. Or I'm up 90k this year. No I don't own Nvidia, MU, or AMD, wish I did.

Thunderbird2k

AMD or Nvidia

Disastrous_Rent_6500

AMD is gonna boom

Disastrous_Rent_6500

AMD is definitely prime for next year

LoganSL550

I am 68 years old and started investing when I was 40. I was hit hard during the internet bubble in 2000, losing approximately $100,000. That experience taught me an important lesson and motivated me to educate myself about investing. So far, I am doing well. My stock holdings do not include real estate or money held in the bank. I have invested in stable companies such as BAC, WFC, DIS, GOOG, COST, AAPL, AMZN, and others. In 2021, I began reading about artificial intelligence, and in 2022 I started investing in PLTR, NVDA, AMD, and the “Magnificent Seven.” I believe AI will be a major driver of growth by 2026 and will eventually take on certain ETFs as well. As always, luck plays a role, so I am bullish.

Myroadrash

Sell it and buy AMD

KookyManster

The RAM and storage shortage started 1 yr ago when hyperscalers and mega cap companies announced accelerated spending in AI data centers. MICRON themselves stated that 2026 was sold out 3Q ago. 2027 is soon to be sold out. Dell/HPE/SMCI and tons of others in Asia will pass on the cost to the mega cap companies, and those guys can afford it. Semis like Nvida, Broadcom and AMD has also stated that the increase in HBM will be passed on in full.

SnackyMcGeeeeeeeee

Holding 23k in options rn, AMD and NVDA. It was originally 27k, it dipped to 13.5k earlier this week, lost like 8k, unfortunately no screenshot. Held, back up to 23k, they are expiring June and August, so ima hold, feel like they will go up 20% past my entry no problem.

Mammoth-Demand-2

AMZN, HON, PANW, AMD, IOT, RDW Strong 2026 plays

SnackyMcGeeeeeeeee

Made 22.5k off ACHR and AMD calls, this was a birthday gift to myself. I bought it used for 950 USD. Lmfao, a Rolex is post home ownership.

n8walker_ger

Which brand of gear were you wearing? AMD the other participants?

BattleSensitive3467

Watch a little history on scam Altman when he started his first company loopt, this guy lies as much as he can. This deal with AMD and openai is as solid as tissue paper. Then watch some interviews with him, he's a child. Doesn't give me confidence. He got lucky with chatgpt and luckily it picked up by the big players cause openai doesn't matter anymore. Saying that, nvda is abandoning the personal computer business so amd will definitely go up slightly but nvda is king no and foreseeable future unless Google shares it's tpu

OnlyTheStrong2K19

AMD. It has the full stack to bring their platforms all together to offer. Plus AMD is eating INTC's lunch.

No_Hour6830

To be honest with you, I think the hive mind actually has some utility. You should probably ignore one offs, and ignore actual penny stocks, but I think redditors have a strong track record with ones that have become hugely popular. RKLB, ASTS and PLTR are some recent examples. It's a long time ago, but TSLA was every redditor's favorite stock ten years ago. HIMS has slipped recently but that was a big one. AMD. I'm definitely blanking on a lot of them and of course there are losers but on balance when you start seeing a stock popping up everywhere, it could be worth taking a look.

ImUrHuckleberrryy

I’m long on $AMD $PLTR $NVDA

Illustrious-Coat3532

This is what I own now and I’m long. AMD TSLA HIMS

purplemagecat

AMD. As of 2026 they're literally the only alternative to nvidia

Elons-Musky-Balls

AMD , Bull, AMZON

pixelatedCorgi

Owning AMD is like being in abusive relationship you can’t leave. I’d do it again and I’ll keep doing it.

AvsFan08

It's the only alternative to TSMC, which could be blockaded any day. It's also about to announce its first foundry customers. Likely Nvidia/AMD/Apple. It also dominates the CPU market

OilAny787

AMD every single day of the week

thinkneo

ETFs are the easy way to own both without overthinking the split. SMH gives you the whole semi stack. Actually, good point on the asymmetry - NVDA can run without AMD, but AMD rallies usually need NVDA leading. The tide lifts AMD, not the other way around

fakehalo

My XLK/SMH holdings cover both enough, I prefer it NVDA weighted though. I can envision a world where NVDA gets another leg up without AMD, and not the other way around.

Talented_Manipulator

Even hit that AMD call. I paper traded 200k to 250 million in less than 6 months!

Brochoa

TSM, NVDA, MU, AVGO, and AMD. Enterprise and AI will continue to boom Q1 and Q2

thinkneo

That's basically where I landed - 70/30 split. You get the leader and keep exposure to the challenger. Good point on NVDA's $168-170 support. That level has held multiple tests - clear floor for now. AMD doesn't have that kind of defined support, hence the extra volatility.

Cav829

I can’t believe I am saying this, but… why not split between both? I like Nvidia more, bit the pullback on both has created good opportunities with both. AMD is definitely more volatile. People have been trying for almost 6 months to crash Nvidia below $168-$170 without success in comparison.

NinjaWarrior6974

I've been the same for JPM, Meta, Nvidia, AMD & fucking Oracle i lost 1000€

ftball21

COIN & AMD for 🚀 WU as a sneaky pick 🥷

coffee-x-tea

Neither fits my style. But, I’d also go with AMD if I had to go with one. They’ve historically been a solid underdog with good foundation and management that continues to persist.

Juice79man

AMD is the better value.

StatusNeighborhood92

AMD will more than double in 2026 on its way to trillion $ market cap. In 2029 a triple!!!

Juice79man

Sofi and AMD

TheVisionary113

I’ve doubled my money on AMD so I guess I call it The Advanced Money Doubler

Illustrious-Coat3532

AMD

thinkneo

Thanks. NVDA back to $200+ seems reasonable if AI spend stays strong. AMD's the wilder ride but that's the tradeoff for higher potential upside. Owning both makes sense.

No_Butterfly_7257

AMD

thefrogmeister23

It’s not just investors — NVDA’s large customers desperately want a challenger, which is even more durable. The big question is whether this second place challenger will be AMD or Broadcom.

Tricky-Pizza-7564

Solid analysis. I’m holding both. NVDA should have no issue surpassing 200 in H12026 while AMD has always been volatile and harder to predict.

NotAriGold

Went fro $5K to $48K now. Powered by Google, ASML, AMD and others

thinkneo

Good point - that's AMD's longer-term bull case. If ROCm or OpenAI's Triton gains traction, the CUDA moat weakens. But that's a 3-5 year thesis, not a 2026 one. Worth watching though.

thinkneo

Solid pick. Benefits from the custom silicon trend - Google TPU, Apple chips all run through Broadcom. Different bet than NVDA/AMD but plays the same AI theme.

Weak-Pomegranate-435

Yes, NVDA has better MOAT. But it’s easier for AMD to beat their estimates. So I always go with the rule “ I don’t know what I don’t know”. So I would rather go with both than just one of them. There’s no limit on how many stocks you can hold in your portfolio.

thinkneo

True. AMD doubling from here is a lot easier than NVDA doubling from $4.5T. That's the AMD bull case in a nutshell - more upside if they execute.

thinkneo

Fair. Past fundamentals don't guarantee future dominance. That said - NVDA has the current moat (CUDA, 80%+ market share) and is actually monetizing AI now. AMD is betting on future share gains. Both could win, but NVDA's not just "analyzing the past" - they're printing money in the present too. What's your take on who monetizes AI best going forward?

thinkneo

Fair point on custom silicon reducing the need for AMD. Broadcom's already eating that lunch with Google/Apple. Taiwan risk is real for anyone relying on TSMC. Intel's domestic story is unique there. Appreciate the detailed Intel case - gave me something to dig into.

Sstraus-1983

Open ai deal with AMD is kinda junk, open ai has no money…..

Sstraus-1983

Also as more and more hyper scalers etc. start to design their own chips there’s really no reason for an AMD and having foundries and packaging available for outside customers will set Intel apart. Too much risk long term with both these names without foundries being reliant on Taiwan which China says it wants to reclaim is a big red flag longterm.

Sstraus-1983

Long long thesis. But yea foundry customer wins, apple etc. semi onshoring, bottlenecks at TSMC, government policy, node leadership reclaimed, new CEO. China Taiwan invasion risk, TSMC will be a generation behind on nodes in the states. Packaging wins too. Intel has only a $180 bil market cap on 1/4th of nvdia’s yearly revenue. Global household name still in 75% of PC’s worldwide. Balance sheet will be fixed too should be well into the $60’s next year and if foundries are a success could see $100+ that’s the short thesis. Plus NvDIa ownership and collaboration and 18a will help claw back market share from AMD.

thinkneo

Lisa Su is one of the best CEOs in tech. The AMD turnaround under her leadership is genuinely impressive - they were nearly bankrupt a decade ago. Good call on the interviews. You learn a lot about a company by watching how the CEO thinks.

thinkneo

Good point. PEG normalizes for growth, and if they're similar there, the "value" argument comes down to which growth rate you believe more. NVDA's growth is more proven, AMD's is more aspirational. Similar PEG, different risk profiles.

thinkneo

Appreciate the tip on the analyst day - will check it out. If AMD hits $20 EPS in that timeframe, current prices look a lot more reasonable. That's a big "if" but the OpenAI deal suggests they're serious about executing. Makes sense to tilt AMD if you believe in the growth trajectory. Higher risk, higher reward.

LawlessNJ

No reason not to do both — just need clear mental separation. They’ve proven that making the right hardware and working the ecosystem can take down giants (Intel). I’d advise anyone who considers investing in AMD (or anything for that matter) to watch some CEO Lisa Su interviews — very smart woman.

thinkneo

That's a solid way to play it. AMD moves more on sentiment - "Nvidia killer" headlines create spikes, disappointments create dips. More volatility = more opportunity if you're trading it. NVDA is the steadier hold, AMD is the more tradeable one. Both approaches work depending on your style.

TheSixthNonsense

I hold both with a sizable tilt toward AMD because to me AMD has more room to grow. AMD forecasted in November "\~$20 EPS in 3-5 years". Take that with a grain of salt of course and discount it based on your own assessment. Still, it seems to be a higher CGAR than Nvidia's $12 EPS estimate in 2030. Check out their 2025 [financial analyst day ](https://ir.amd.com/news-events/financial-analyst-day)if you haven't.

Yul_B_Alwright

I don't see either as a value at the moment and would rather wait but I'm a swing trader and just swing them on options for the time being. Just rode AMD down from 223 to 200. I personally hold the belief that AMD will still come down at some point and fill the gap around 170. At that point I'd be willing to consider it as a value and jump in 🤷‍♂️

LawlessNJ

I’ve accumulated AMD shares from other trading. Nvidia is clearly the leader and will set the direction of the trade. However, AMD has made me more money this year for a simple reason: investors desperately want an Nvidia challenger. That creates profitable overreactions.

thinkneo

Good points - already corrected the P/E in another comment, you're right the GAAP number is misleading due to Xilinx amortization. Your 2030 math is compelling. If AMD executes on revenue growth and the market keeps it at 30x, $600 isn't crazy. The OpenAI deal is real validation. On NVDA needing to stay perfect - fair criticism. They've had a free run for a decade. Competition is real now (AMD, custom silicon from hyperscalers). The question is whether CUDA lock-in holds or erodes. I'd argue NVDA has more margin of safety at current prices, but your AMD thesis is solid. Appreciate the detailed take.

SenTedStevens

Way back, I bought a bunch of AMD around $4-$5. This was during the Bulldozer era CPUs and before Lisa Su became CEO. I sold at $8.80. If I held my shares and sold anytime this year, I'd be retired.

thinkneo

Fair callout on the numbers - post was based on data from earlier, market's moved since. AMD's pulled back more, so the YTD figure is dated. The core comparison still holds though: NVDA is the dominant player at a reasonable valuation, AMD is the growth challenger at a premium. Happy to hear your take on where the value is.

onehandedbackhand

I mean, it's not that easy to explain kit to people who zero understanding of accounting for business combinations (which is probably the majority of retail investors). I've been screening acquisition-heavy companies that don't get as much coverage as an AMD and I'd argue it's even a factor in companies getting mispriced.

Icy-Butterscotch-206

105 p/e is just straight up incorrect. It currently trades at a 40 p/e with respect to the Xilinx acquisition and amortization. Looking forward, projected revenue growth will drop p/e down into the single digits through 2030. What that means is the share price will appreciate into the 600 range in the base case through 2030, because AMD will never trade with single digits p/e. The share price will adjust to keep it in the 30 range. NVDA has less desirable risk/ reward these days. They need to remain perfect otherwise growth will stagnate, now that they’re facing fierce competition for the first time in a decade. AMD has traded at $190 per share within the last couple weeks so I’m not sure why you didn’t get aggressive there. It’s a bargain getting anything below 225/share currently.

TheSixthNonsense

Is this written by AI? Stopped reading as soon as I saw 105x p/e. Also, AMD started the year with a share price of 120-125 so the 99% YTD number has to be a month old.

thinkneo

Fair point - you're right that the GAAP P/E is inflated by Xilinx amortization. Adjusted P/E closer to 40x is a better comparison. That actually strengthens the AMD case a bit - 40x vs 25x is a smaller gap than 105x vs 25x. Thanks for the correction. Still think NVDA has better risk/reward at current prices, but AMD's valuation is more reasonable than the GAAP number suggests.

NoumenaStandard

Do other companies not have to represent these costs? When doing peer analysis, this overhead seems applicable to me. Also, that amortization cost isn't going anywhere soon, [reportedly](https://www.reddit.com/r/AMD_Stock/comments/1d2okn1/comment/l62cuom/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button).

Hermy00

It continues to surprise me how so many people bashes AMD for its «insane» pe ratio, without knowing about the xilinx imortization effect

IsThereAnythingLeft-

Before anyone sees maybe fox you mistake on the AMD PE, it’s actually something like 40. The figure you have is inflated due to the amortisation cost, mad that people still don’t know this yet post about

GlumPomegranate870

Up 107% this year. Mostly TQQQ, SOXL, RIVN, ASTS, RKLB, LUNR, HOOD, BULL, RR, and, AMD. Some I only held for a couple months, others for 8-12 months. Currently holding LUNR, RR, BULL, RKLB. Opened up a 3/26 20C on LUNR recently. See how that shakes out.

SargeUnited

Hahaha well I’ve long been mostly index guy so that doesn’t really apply to me. I only have to do the simple basic math with opportunity cost of like S&P average annual returns. Internet hug on the AMD lol

MisterPrice92

AMD

rickochetl

Oh I think I see where this stuff comes from. They’re using “forward P/E”. Probably in the 40-ish range. Ok, I guess, if it’s accurate. I suppose AMD could reasonably get to 20-odd percent net profit margin. Their deal with OpenAI is the worst one I have ever seen, though. Literally taking shareholder money to pump their sales numbers.

DarthBully

110%, Bought big April dips of GOOG, RDDT & AMD!

rickochetl

AMD sticks out like a sore thumb under your portfolio thesis. Where’s the E?

Nimda_lel

Ytd 56%, I got some sweet deals on AMD, MDB, NUAI, UUUU, GTLB.

TheRedditModsSuck

Basically, I wait until people start saying a company is going to zero or that they're not gonna touch it with a 10 foot pole. Used it to buy AMD ($81), GOOGL ($153), and RDDT ($53). I also bought UNH ($296) and ADBE ($336), which are my two worst buys this year.

Calm_Still_8917

Avuv, AMD, Palantir, CRWD

Extension_Stick

Up $230,000 thanks to the tariff dip, bought heavy into Mag7, AMD, Sofi, PainPal :( and NBIS.

Substantial_Camera_8

I moved my stuff out of Nvidia and AMD and bought more precious metals. Silver about to moon.

SirGlass

>I have a low risk tolerance, I'm not trying to gamble but I understand some risk is necessary in investing. >currently, I am invested in AMD, Ford, VOO and GLD. Generally if you have a low risk tolerance investing in individual companies or something like GLD is not low risk

Gingergerbals

Don't sell your AMD shares.....

SNCOsmash

Up overall a lot! Sold before the big drop, then bought in AMD, and a few others. ONDS up 900%, RKLB 250%ish

Satoshinakamoto99

AVGO, MSFT, AMD, META. Also slowly DCA into SPY

Natharius

Around 50% and 200% in 2 years thanks mostly to RKLB, SOFI and AMD

undeadcreed

Googl, AMD, SoFi and VGT

JDollar-

113% ytd. Mostly from holding PLTR but made some short term trades with AMD and calls on robinhood and sofi. And some premium selling options. I made a lot of mistakes this year that held my portfolio back. Looking to refine and improve in 2026. I Hope we all grow together.

Aerospaced0ut

I think AMD and NVDA are good deals at current prices. Not discounted but not overvalued like a lot of tech. RKLB and RIVN are my largest holdings. GOOG doing really well and holds a big SpaceX percentage, like 7%, for when it IPOs. 

No_Specialist_9884

AMD all day baby

thinkneo

Both are solid, but they're different bets: AMD: Competing directly with Nvidia for GPU market share. Higher risk/reward. May also benefit from any CUDA disruption, but that's longer term. Broadcom: Benefits from the custom chip trend you mentioned. Google, Apple, Meta all use Broadcom for their custom silicon designs. Ironically, your thesis about big tech building their own chips is actually bullish for Broadcom - they're the ones helping build them. The debt is worth watching, but Broadcom's cash flow covers it comfortably.

thinkneo

MU up 200% YTD while flying under the radar compared to NVDA and AMD. Memory is the AI bottleneck no one talks about. HBM demand is only going up. Anyone else looking at the memory side of the AI trade, or is it all GPU focus here?