AMD

Walking72

Have you heard of Nvidia and AMD?

fiddleswift

Why do you think market darling stocks get out of control? Because people rationalize why stocks are going up. That is, they attribute reasons stock prices are going up that really are not valid. Most buy stocks these days because stock prices are going up and stock prices are going up because people buy. As for Nvidia specifically? You think other companies are not looking at fat margins thinking they can do better? AMD, for one. If people bother to use AI and look it up they would see scores of companies are designing their own silicon to reduce reliance on Nvidia. These include: Amazon (AWS), Google (GCP), Microsoft (Azure), etc. I would also add that just looking at the profit numbers, you can see growth is slowing. As for the real issue. Valuations are insane. And this in time will correct. Nvidia is the bubble poster boy currently. A lot of people are soon going to be asking themselves what they were thinking when the markets tank big, and then the dip buyers get hosed. It happens every bubble Every. Single. Time.

BLESSED_NOT_PRESSED

While you’re cooked with 1 contract and everyone’s busy grilling you about it, I’ll offer you something more useful. 9/5 is 1 trading week away; currently trading around $163. You’re cooked however one thing not a single person mentioned is that you hold 1 contract and another one is only $12. While you have about 0% chance of making money, this dosent mean you can’t mitigate your losses. Personally you’ve already lost your investment, now is it worth potentially losing $50 more but scaling in 4 more contracts? This will dramatically decrease your average cost from $935 down to around $250. Now assume next week AMD has a nice week back up to $170. That $7 change in price will make that $12 contract say $30 per contract now. (12x4)=48+935= New potential total loss -$983 (30x4)=120 983-120=-$863 loss. These are just numbers I’m throwing at you and DCA is not for options however the point is not one person here mentioned to at least attempt to mitigate your losses.

clegg2011

Why not steer her to AMD, Nintendo, Activision and so many other hundreds of other videos game related stocks. She just so happen to pick the one related stock that was on an all time bull streak and for nothing to do with video games?

Routine_Tip_4966

AMD stock next week boys, Up or Down 😈?

EvolvingDior

Someone above you just banbet that AMD goes to 181 by the end of next week. 9/12 175P would give you a 5x bagger if that hit.

SmartDegree8572

!banbet AMD 181 7d

Weekend-Street

AMD has a lot of potential...just overvalued right now. I had some and sold for a profit when it was in the 170's. I expect it to go down to like 150 amd may buy some more. Later this year or next year it could it over 200.

ZeOs-x-PUNCAKE

>>I don’t know why you redditors like to be cute… Ok, redditor. I’m not denying that NVDA is a big player in the video game space, not sure where you got that assumption, but saying they’re a “video game company” doesn’t quite check out. They don’t make video games. It’s not about their AI stuff either, that’s not what makes them a tech company. The fact that they manufacture computer hardware, like they always have, is what makes them a tech company. TTWO and RBLX are video game companies, AMD and NVDA are tech companies. Clear distinction. That’s like saying Ford is an energy company because their cars consume oil and gas. Ford is a car company, Exxon-Mobil is an energy company. They’re deeply intertwined, but not the same thing.

AConstellation

the companies should just use start engine because they delist and the fees to list are so high and your really just taking other peoples money that don't really want to lose it, so a smaller percentage of people might of kept that 500k and spilled it all into Nvidia and AMD before the stock goes up into the thousands within the next 15 years.

AConstellation

the companies should just use start engine because they delist and the fees to list are so high and your really just taking other peoples money that don't really want to lose it, so smaller percentage of people might of kept that 500k and spilled it all into Nvidia and AMD before the stock goes up into the thousands within the next 15 years.

RoadhouseSwayz3

I mean.. I could see 225-250 by that time. Most people who talk shit about AMD have no idea how moated they actually are. They will eat share of NVDA and their P/E is fine considering their cap and earnings growth. I think a lot of people forget this was 225 last year and institutional flows have been bullish for some time. That being said 300 was probably better for a 2027 rather a 2026. You’re pricing a collapse in NVDA where AMD takes the fallout. Not sure you have the runway for that.

HedgeMoney

Consider the graphics card war and how NVDA basically won it. Gamers are willing to pay a premium for a slightly better card even in tight money economies. But AMD doesn't have this advantage when it comes to their graphics cards. The same thing can be said for their chips. Tech firms are paying a high premium for NVDA chips because they are currently the best for AI computation (from what I've read, but I'm not a chip engineer). What does AMD have that puts it at an advantage over other chip companies? Its cost effectiveness. That's the only competitive advantage it has.

Resident-Artichoke38

Had the same thoughts when I saw the comparison to OTLK bevavizumab. Wet AMD already had other treatments available but Menkes doesn't. Therefore, you either give something knowing the alternative is literally nothing and earlier mortality 

Resident-Tumbleweed9

probably, i can imagine a future where we get resource effiencent or AMD/AVGO, etc catch up to NVDA. Or custom chips by each company even.

Beneficial_Jury_7884

There was no setup in AMD’s chart for this to make sense in fact it’s been consolidating in a bear flag pattern since 08/20.. which it broke the support trend line of the bear flag to the downside yesterday.. Hopefully you had a stop loss set and didn’t let your position expire worthless..

ishamm

Falling, but still pretty high for a car company. The entire stock market is built largely on hype (IE, future potential, not current value) - I don't get why people ONLY get angry about this with Tesla. It's genuinely borked some people's brains... Nvidia, for example - largely hype about the potential growth of AI relying on their hardware. Ditto AMD. People here absolutely fawn over them.

Fermooto

Just as an example, any thermal and power plane analysis will almost certainly be done with Ansys software. Cadence owns a huge umbrella of "industry standard ASIC design and FPGA flow tools. Anything you can think of that does compute? Cars, industrial processing equipment, space, all probably touched by a Cadence tool at one point. Anything seriously mechanical will use Ansys tools and Solidworks (Dassault Systeme), not an Autodesk tool which is "kiddie" by comparison. AMD owns the majority of the programmable logic and SoC market, you'll have to use their tools if you want to use their products, etc.

thecrazymr

I remember loading up on AMD around $1-$2 range. Trading options on it in the $10 area….. Now it has stableized but any little thing could send it up again. This is a hold and wait stock but sometimes you just can’t hold forever. It needs real news before it is going to make another run.

Fermooto

Not true by far. Ansys doesn't exist? Cadence? Altera? AMD? Lattice? Dassault Systemes? Altium? Autodesk software is generally simplistic and entry level compared to most industry software, and they don't cover half of the use cases/niches that companies I listed above do.

HauHauHauHauHauHau

$2K——>$120K——>28K —-> 173K —-> $30K right now 0DTE has fucked me sideways and anal. Past 3 weeks hasn’t been great either my long AMD calls got cooked.

Mother-Chipmunk2778

Why are you so mad lmao. You think Reddit will grow 15x and have a bigger mcap than companies like UNH, ASML, Samsung, AMD? Off what? What will increase their revenue that much. If you wna talk nonsense at least be realistic

BigHossBoss123

Probably keep doing SPY and QQQ just buy more contracts and will try to venture out on different stocks as I’ve seen some people have success in other places too. You can always Apple/Tesla/AMD/Nvidia

NiceEfficiency157

https://youtu.be/DuT5z-k-rpI?si=GMR6jpnIehZTIeh4 Kinda interesting video showing how AMD has dominated recently. Intel was clearly better until 2019, 5 year performance on intel stock somewhat reflects this

NiceEfficiency157

For both, as far as I can tell. For gaming AMD X3D chips are a clear winner, for professional work, AMD threadrippers seem best. Threadrippers are very expensive though, generally intel has better single core performance, worse multi. In productivity its definitely closer than it is with gaming

NiceEfficiency157

Their cpus? No intel is worse, thats why they've declined so much. Lost massive market share. AMD wins pretty much all benchmarks

SiON42X

Probably not as much as my AMD $175 calls

Me-Regarded

But faster than AMD

Yogurt_Up_My_Nose

it's not real. source: I bought a bunch of calls on AMD when it was $2.45 and I lost money.

Walking72

I bought some AMD in the last 30 seconds of the week

golphist

Given how market reacted to AMD, I'm surprised you held.

dataCollector42069

Today was a bad day to yeet half my net worth into AMD

LordHussyPants

yes there's no easy win here. if you do AMD 160 calls for jan 27, you need AMD above 170 by february or you're losing money. you need it above 180 by may. but buying it for jan 27 means you have a better chance of catching a big spike in the AMD price than you do if you buy AMD 180 calls for next month, and since the market always goes up in the long run, this becomes a good bet. like all good bets, the odds are low, and you require more money to turn a profit. if you can't afford $4k for a sensible option, maybe you shouldn't be buying options. go buy shares instead.

Black-Chicken447

Google, AMD or NVDA

Mobile_Helicopter261

I dream about AMD couple of nights ago I bought some and immediately went down. I guess not all dreams come true.

Rosella2562

Only up from here, right? 🤪 (continues to gamble on and lose entire portfolio on OTM $AMD calls)

Kale

Is it that different? I know when I first looked it was CUDA or OpenML and OpenML was pretty bad. When I last looked, both had the BLAS and FFT libraries. BLAS is pretty standardized, right? So, as long as your language of choice is supported, it should be kinda easy to port it now. You're not going to be trying to optimize your twiddle factors manually for an FFT on AMD hardware. It's easier going from CUDA to ROCm than it is CUDA to Intel MKL, I think. And ROCm works on GPU or CPU i think.I'm just curious, because everyone who works in the industry prefers CUDA. There's got to be a reason for that.

sunburn74

AMD, broadcom. Technological advantages don't last forever. I give NVIDIA a good 4-5 year run before the gap closes and their margins shrink.

CommandGrand1484

Nvidia has monopoly on the GPUs that are used for AI/ML. All the AI/ML happens using libraries like Tensorflow. Those are optimized for CUDA. And CUDA is proprietary Nvidia tech. This is the reason why x86 processors (Intel and AMD) cannot be displaced in the personal computer space because most of the software is written and optimized for x86. And it is also not about merely writing new libraries or new code. The existing code is supported in hardware by processor features. Given how these processors are blackboxes, it is impossible to build competitors for them.

Rosella2562

Your stocks will recover - My AMD weekly calls, on the other hand, expired worthless today 😂😩Guess we weren’t on that climb back to $180 again lol - not this past week anyway

Chief-Sheed

Bru how do you even get finessed by a stock? Saw AMD holding market dip strongly, bought at the bottom, and still got fukd today wtf LOL

bearhunter429

#AMD basically went bankrupt today LMAO🧔🤌

randomhaus64

I think there is an AI bubble, but I'm having a difficult time seeing that there is an AI hardware bubble. I don't think it is this case, I think Nvidia and AMD are in a really sweet spot for years to come, AI is a huge innovation, and they have the silicon that runs it the best. As long as they can continue to be forward looking and innovate with respect to needs of these software, then I think they are both fine stocks.

Paul_Robert_

Just bought AMD $165 calls expiring 10/17. I don't think I've learned my lesson 💀

fallingdowndizzyvr

AI is develop and runs on high level software like Pytorch. Not on low level APIs like CUDA. Pytorch supports a variety of backends. Like CUDA, ROCm and Huawei's own CANN. I run the same software that sits on top of Pytorch on AMD, Intel and nVidia. Sure, there are still more nNividia optimizations like offload. So it takes more VRAM to run on AMD than nVidia since Pytorch supports offloading to system RAM on nVidia. But those differences keep shrinking.

gkdjsl

if we don't magically pump during the last hour, I'm out of these AMD calls, this shit is looking DOA

alderson710

This is decades of research and development. AMD is much more likely to reduce the gap with Nvidia than Ali Baba.

Icy-Butterscotch-206

Yeah. I mean I can’t lie Nvidia cards are very good. I just can’t justify the purchase at that price point when AMD is competitive and far cheaper.

Old-Cantaloupe-1711

NVDA MAY PLUNGE I WOULD sell if I were you AMD may run to 200 Then PLUNGE IN HALF!!!!

AcanthocephalaNo7788

Same AMD is catering to gamers, where team green is fleecing them with their faulty power connectors n over priced GPU.

Chief-Sheed

!p AMD

Accurate-Simple5662

Bro not for anything but nvidia is up 25% in the past 3 months and only down 3.5% today. I’m long on INTC and don’t believe in NVDA/AMD/TSMC long term but let’s be real.

LastPeak6412

AMD DUMP lets goooooooo, puts putting :)

cool_yuwen

IBM provides the quantum brain, AMD provides the powerful classical nervous system to make it work. It's a logical team-up to build a full stack to compete with what Nvidia and others are doing in HPC/AI.

TomatoSpecialist6879

They didn't write off shit retard, they stopped reporting China sales. AMD wrote off the entire inventory as loss, big differences. I don't hate on people for making money, I'd switch side immediately I love money and don't give a fuck about being right. My point is you're brain dead for even drawing comparison when AMD is literally part of that tiny 1% of others in total AI sales globally you fucking retard.

Separate_Asparagus94

I bought Dell Microsoft meta and AMD

TomatoSpecialist6879

Ah yes AMD blaming the regulatory action AFTER the reports that AMD couldn't find buyers for their mi308, all because China buyers rather purchase used Nvidia GPUs since what they need is CUDA GPUs. You 'alternate investment' cheap retards really love revisioning history just like those INTC bagholders, don't stop though

Icy-Butterscotch-206

Me and all the homies have AMD gpu’s and are very happy with them. Price point and performance. But maybe back in the day the cards weren’t as good? Idk

TomatoSpecialist6879

Zoom out retard, also I just dislike contrarian retards mentioning AMD every time anyone mentions NVDA despite AMD already confirming their AI gpu sales was so bad they had to write it off.

TomatoSpecialist6879

Ah yes the retarded alt investors mentioning something completely irrelevant whenever NVDA gets mentioned. Those Chinese AIs all use CUDA compiler programs to do machine learning, why the fuck do you think there's a whole black market demand from China for used GPU just so they can mod it to 96gb for machine learning? Also mentioning mi355x is hilarious when the sales numbers is like pissing into the sea. I want an alternative as well because NVDA is abusing the fucking monopoly, but you retards clearly don't even know anything about the current industry if you mention AMD and debating like their less than 1% of market share is relevant here

Jerikolol

i cant believe BABA cured cancer and now bought out bankrupt american companies like AMD and Marvell (you know the one with the superheroes)

bearhunter429

#NVDA and AMD are both bankrupt LMAO🤌

PresenceOk1371

The problem is, you can't really include services because Canada cannot compete in that area. In fact, most of the world can't compete in that department. Without the US services we don't have our own operating systems for phones/computers without Microsoft/Google, our own phones without Apple/Google, our own computers without AMD/Intel/Nvidia, our own map services without Google/Apple, our own shopping + delivery services without Amazon/Walmart/Costco etc. We're wholly reliant on the US from this regard, thus it's kind of a moot point even comparing exports to each other. The difference with regards to tariffs is that the US is tariffing products that they're capable of producing in order to incentivize their own domestic production. We can retaliate all we want, but the end result is it just hurts Canadians because it's not like we're going to produce our own versions of their tech companies and we already tariff items that we do make, such as HVAC equipment (used to be an HVAC contractor) and other stuff already commonly talked about.

axewoodsman

All AI chips were developed by people with Chinese ancestry. Just look at the CEOs and engineers at Nvidia, AMD, and TSMC. So shouldn't be surprised China has developed them.

SergioFamiliar

Exactly, couldn’t agree more. Sticking to tickers you know and understand beats chasing random trades any day. AMD and NVDA are solid choices 👌🏼

TSLA690C

Amd is so frustrating. wasn't it 185 earlier this month? now touching the support (162.5) Buying this AMD dip.

DrummerCompetitive20

Why is AMD falling because nvda got bad news ? Lol

halfmanhalfrobot69

Selling a lot of calls on AMD and some puts Selling a lot of NVDA puts Nothing wrong with trading the same tickers over and over again as long as you are profitable. Don’t make bad and unfamiliar trades just because of ennui

Over_Lawfulness2889

AMD gonna go or what

Different_Goat3444

“AMD V!!” Yeah fucking nope

Chief-Sheed

!banbet AMD 173 4w

noctisluucis

What a call on AMD, gg

QuirkyRegard

AMD calls on V too easy no excuse to be homeless

QuirkyRegard

AMD calls on the V easiest moolah ever

tradetofi

Yeah like the Intel regard shit talking AMD 10 years ago. LMAO.

expatcoder

Alibaba creating their own GPUs as an alternative to Nvidia H20, thus NVDA tanks, and, as is custom, poor AMD with it.

Maximumm_Drawdowns

Saw GOOG doing well and decided to look at AMD…nope 😂

Chief-Sheed

Bruh did AMD miss earnings or something

FraserValleyGuy77

I really need AMD to stop this

MysteriousDiscount6

puts on AMD after a run up is such a no-brainer, that thing loves taking a dive

random_stuff_900

AMD IS ded

Wonko-D-Sane

AMD's entire profit was wiped by MI325 write off. From a tech-suppression respective, the previous management were not exactly on point or remotely controllable tick-tok sort-of clock. Then they wonder why the tech-bros turned on them...

Pink_Squadron_Medic

AMD back to being a piece of shit

sadman2000

NVIDIA and AMD are in free fall.

CoverThat7433

Still better than people who bought AMD at 180 XD

HighRoller097

AMD!!!!!! 🚀

bashuls

Correct, if even AMD can barely manage to compete, while having access to all the required tech, just imagine how difficult it must be if you must rely on two generations old litho tech. 

nichijouuuu

An in-the-money call for AMD ($165) for Jan 2027 costs over $4000. Are you (and others) normally suggesting doing these leaps at OTM? Even $180 would cost $3,420 right now…

Ill-Ad1603

Look at SPY, AMD, and NVDA’s charts. It literally matches down to the minute. Algo’s doing their best

ShadowCatZeroMeow

premarket making my 10/17 160 AMD calls sweaty

snowballkills

True, but it still might be a cheaper alternative to NVDA or even AMD AI chips

I_Dint_Know_A_Name

What is it with all the AMD calls? Did I miss something or are people just extra hateful towards their money rn?

falling_knives

I don't know. If not 3x, what about 2x or even 1x. They have one for TSLA, APPL, AMD, etc. I guess CVNA isn't popular enough.

Leroy--Brown

Well if anyone ever needed a sign to sell AMD, here it is.

AfraidAnalyst

And once they are at the level of performance and everything else aligned, then nvidia will be fucked for the huge revenue, but it’s obviously not easy to break into largely (look at AMD)

Such_Coin

Gonna need AMD at 175 tmw. 💀

Ill-Ad1603

I’m in AMD 170 calls march 2026 expiry, MU 130 call 9/26, BMNR 65c Jan 2026,

ImakeBADinvestmentsx

rotation from Hardware, Semi into software & cloud. OUT: $NVDA, $AMD, $AVGO, $SOXL IN: $GOOGL, $ORCL $AMZN

Federal-Hearing-7270

AMD has to gain like $70 billion before Tuesday for you to maybe break even. Sorry bro.

Echojan999

AMD