AMD
Advanced Micro Devices Inc
Mentions (24Hr)
58.33% Today
Reddit Posts
Mag 10 (mag 7 plus AMD, Broadcom and Micron)
Semis Are Green Again, But I’m Watching What Happens After Nvidia Earnings
Intel is the only red on the entire chip watchlist today lmao
Took a ride on the regard bus to Wendy’s, was just about to start training
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Looking for different perspectives, sell or reduce my position in AMD.
high conviction bet for the next Week - $FRMI YOLO and DD
Sk Hynix operating profit MIND BLOWING FACT + SHAREHOLDER STATS
Sk Hynix operating profit MIND BLOWING FACT
Perfect AMD intraday scalp locked in gains, so clean
Is this AI hardware dip worth buying, or just FOMO?
$EYPT: phase 3 wet AMD data due literally any day, surprised there's not more discussion Been following EyePoint
Why do some people want to hold the same stocks for (possibly) the duration of their lifetime/work life time?
Cloudflare beat and jumped 15%. Peloton beat and fell 13%. Both reported the same night.
Anyone see the huge candle tail, wick on at least AMD and NVDA at 14:16
Your "Short-Term" Strategy is Wall Street's Profit Margin
Stock Market Recap for Wednesday, August 5, 2026
Stock Market Recap for Wednesday, August 5, 2026
AMD's Data Center revenue more than doubled, but its next gross-margin guide stayed flat
AMD beat on revenue, beat on EPS, guided Q3 half a billion above the street, and still fell 9% after hours. A lot of the "margin miss" cover
Why did AMD fall ~9% after hours — right after beating on everything?
AMD Record $11.5B quarter, 50% YoY growth, stock still gets sold: AMD earnings breakdown
AMD and SpaceX both grew fast. The market punished the cost of that growth.
AMD: From up $300 to down $100. Am I cooked?
AMD's revenue climbs 50% and data center sales doubled, but the stock is down
AMD’s revenue climbs 50% and data center sales doubled, but the stock is down
AMD missed EPS completelly (Hope this doesnt affect the bullish sentiment on the market itself)
What happened to AMD? Bad Earnings?
AMD to reach ATH this evening OR go back to yesterday's price
Please AMD and SPCX dump the market tomorrow!
four green days, one red, and the red one is the only one i learned anything from
AMD Earnings: Is the AI Ramp Finally Kicking Off?
What are your opinions/thoughts about buying 3 AMD calls?
y'all gambling on earnings this week?
PLTR reports monday and options are pricing a 9.7% move. last 8 quarters it averaged 12.4%
focusing on grid infrastructure/electrification/energy storage/etc. - thoughts?
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
Gamma setup into next week — SPY’s pinned in deep positive gamma, $AMD $PLTR Earnings
SPY closed the week in the deepest positive gamma I've seen in a while (IV ~9%)
Which stocks will crash after ER next week? and why
Which stocks will crash after ER next week? and why
My research on Memory Makers and AI to better understand where the business is going
My favorite people I wana gamble‼️ if you picked 1 option to day trade tomorrow what would it be!
Leopold Aschenbrenner's & Situational Awareness died for this Pay F for respects 🙏 🫡 🙌 😔
Leopold Aschenbrenner’s Situational Awareness seeks to raise capital after AI rout
"Buy the dip" but ok what is the final dip after -40% of loss ?
Am I the only person that believes the 40 or 50 peace deals that pumped the markets was super unhealthy?
Mentions
> What are customers gonna do,buy AMD? AMD looks to be sold out for 2027..
Hello degens, whats yalls opinion on MRVL and AMD? I have very big holdings of both with cost basises of 110 and 70 and I'm getting scared of the next 2001 going off, but I don't really want to sell due to the capital gains it'
I keep hearing that CUDA is their moat but for LLM inference it certainly isn't. Theres nothing stopping any org from deploying Kimi K3 on to an AMD cluster or one of the inference chips provided by the cloud providers.
its such a crazy statement cuz 'next' implies getting there before AMD which would be insane
NVDA is fighting cerebras on one side with 4x-8x performance over even Groq (let alone hopper/rubin), and AMD/Taalas on another with (a few \* here of course) 20 to 30 times the throughput of Groq decode (and far better performance than that if you're going by tokens/watts). Pre-fill is going to be the obstacle, and that's where I'm definitely going to hedge my bet on Cerebras + AMD hybrid solutions, as we are still squarely in the era of "no one gets fired for buying Nvidia" but there's only so much you can do with interconnect between node-scale chips before you hit bottlenecks that are impossible to surmount without everything (including memory) on a single wafer with petabyte speed interconnect, which is why I think in the long-term CBRS will have its pick of the highest margin real time MoE workloads.
Friendly reminder it doesn't matter if Nvidia, AMD, Broadcom, or Marvell wins (I own all of them btw) They all need memory & storage from Micron, SanDisk, SK Hynix, Samsung, Kioxia, Western Digital, and Seagate. This is the real Magnificent 7 right here
What’s wrong with buying AMD? Cuda as a moat is getting dead
Nvidia and AMD are one and the same. The CEO's of both companies are literally close blood family. What one does is always a benefit to both.
True, if they have free power / cooling then they could use AMD
AMD does not match my fundamentals. The P/E and P/FCF are absurd, no dividend and worst of all the ROE. Good luck...
Put $1k on AMD on a whim and let it ride
CUDA is a bunch of C/C++ libraries that let you write very fast parallelized code on Nvidia GPUs. Basically every major AI framework like PyTorch and TensorFlow was built on top of it. Writing this code (whether it's Nvidias CUDA or AMD's ROCm) is very hard and tedious. That's why Nvidia's CUDA stayed so dominant, it's so difficult. So the argument is the thing that made switching away from CUDA painful (the tedious programming and human expertise) is getting cheaper and easier to do because of the coding agents the AI boom created. Calls on cerebras, i think
AMD chips perform exceptionally well for inference. The moat Nvidia has isn’t performance, it’s CUDA.
I helped you out with his TL DR: "AMD/ROCm sucks because CUDA is easy, but AI coders will fix it, and Cerebras has giant chips that run circles around NVDA." 🥱 So my tl dr is... his is shorting NVDA and betting his whole stack on frisbee sized silicon. Let’s wish him good luck 💀
The main reason that NVDA dominates AI spend is primarily inertia due to their proprietary software stack that surrounds their hardware, commonly referred to as CUDA even though it encompasses a bit more than that. This advantage exists over AMD not because AMD makes slower GPUs, or silicon that is less suited to AI workloads, but because developer convenience has consolidated around Nvidia's CUDA stack and translating that into the ROCM stack that AMD uses has been a big source of friction when sourcing AMD as an AI alternative. But the AI coding assistants furnished, ironically, in large part with NVDA silicon have attacked and eroded the impedance mismatc between CUDA and ROCM, undermining the primary mode by which NVDA has maintained its dominance as an AI silicon solution. and this is just for the general purpose GPU based inference decode market, which is a substantial fraction of the total AI silicon market. AMD has just partnered with CBRS - who have a huge boat in the form of dinner plate sized chips that wrap all of the compute and a good chunk of the memory (bypassing the HBM bottleneck) necessary for LLM inference, and they smoke the shit out of anything NVDA has at this task, starting at 10 to 15 times faster with a whole bunch of headroom to grow beyond that (actually a recent refresh of the CBRS CS-4 system has just doubled performance on the exact same silicon).
Their chips are not in nvidias league not even close. Thats an AMD problem
Memory names are catching a bid, with AVGO and AMD emerging as potential alternatives to Nvidia’s huge profit margins. Nvidia might drop because of this, there is already concern about its profit margins slipping due to memory in the next report, and this could add even more fear.
pet peeve with AMD and Intel is that aarch64 is probably the future, or at least a huge part of it. arm-based chips tend to be more power-efficient, and while aarch64 isn't open-source, Arm's licensing model means Google, AWS, etc. can build custom chips around it for their exact use cases. AWS Graviton, Google Axion and Microsoft Cobalt already validate this in cloud servers. and these companies account for a massive chunk of the Silicon GDP. if they keep moving toward their own chips, that's a big chunk of the market that AMD and Intel no longer get.
AMD could give their chips away for free and it still wouldn’t make sense for a company that can get their hands on the latest Nvidia chips to choose AMD.
Jensen increasing prices right before earnings is the ultimate big dick energy. 15% margin expansion locked in. They have so much pricing power it is disgusting. What are customers gonna do, buy AMD? Calls printing Wednesday.
for AMD + CBRS to magically get disappeared. Especially cerebras. Unfortunately they're just going to eat into progressively larger chunks of the juiciest part of the AI inference market.
AMD, only place to make processors strong enough to run factory machines. Threadrippers, it's why their stock has exploded this year with how much AI is being pushed and they're the only company that makes things strong enough to process machine computing.
I don’t think the bond market is being manipulated, at least anywhere as much as the stock market. Nor is it as vulnerable to the Tech/Fin fanboyism. Bessent’s intervention and jawboning barely made it past a day before being appropriately regarded as minimalist at best and just so much non credible hot air Possible exception: the junk bond market whose spread vs Treasuries does not seem to reflect the risks represented by the CDSs and private credit One guru (sorry don’t recall which) thinks that somewhere between 5.5-6.5% interest on the 30 yr is when the risk/reward for stocks becomes untenable. Eismann and one of his guests had expected 4.5% was the cut off, but they now concede they were wrong Regardless a giant bolus of low interest corporate loans will need refi in a much higher rate environment…. Companies that were just getting by will be in for a world of hurt next year. Business bankruptcies already surged… Macro-wise I see worsening unemployment (semi-hidden in the conventional numbers and definitely present in less conventional measures), combining with increased diesel prices, drain of the strategic petroleum reserve, artificial scarcity of housing and food (loss of production due to immigration policy + tariffs), and depletion of savings, to further squeeze the bottom 95% and create more demand destruction. And that in turn will force higher unemployment. Even the upper arm of the K has already shifted to cheaper shopping so consumer demand is on the ropes Meanwhile the house of cards and delusion that is AI spending, which has kept the economy afloat, is threatened by: 1) The lack of a viable business model — a pitiful and much delayed ROI investors are finally looking at; liability that insurance won’t touch and businesses must absorb; worsening safety concerns; and use cases that keep shrinking; 2) Poor leadership (OpenAI); 3) Cheap competition from open source Chinese models; 4) Growing hatred of Tech CEOs and data centers; 5) Cash flow declines and increasing borrowing costs for hyperscalars. Even if say Microsoft, Apple, and Anthropic succeeds what happens if Coreweave, Oracle, OpenAI get crushed, Meta continues to bleed, and Google and Amazon take a hit? What happens to their stock prices and bonds? What happens to Nvidia, Hynix, Samsung, AMD and Micron when a chunk of their contracts evaporate? The overbuild will cause such a backlash…. And via the financial engineering the risk has been distributed to insurers, pension funds, banks. I forget which international banking body has reported that the risk has gone systemic, but there you are… In any case, the AI economic prop looks iffy. So I like you think a collapse is inevitable. My thoughts, certainly by 2030, very high probability before 2029, and likely before Jan 2028
\> The hyper scalers and hardware companies are selling compute and they will sell even more if token costs don’t exist. 100%. But you know who are currently the biggest customers of almost all the hyperscalers, AMD and NVDA? OpenAI and Anthropic
Mines AMD from around these dates. I like my decision better, even for my PC. 5800x3d with a 7900xtx. Never any problems with anything.
25 shares of AMD at 70 bucks RIP 😭😭😭
How do yoy lowe money with AMD... ohhhh... bought at the top?
I did that once with AMD in 2016. Bought 1k shares at around $5. Sold at $10 thinking i did awesome. Now i could jump of Wudang mountain.
I DCA'd on both NVDA and AMD to below $100 on each, now holding 250 NVDA and started selling some AMD (had 172 shares total) only after $295 and still have another 50 shares left. DCA only works if you still believe in the company, don't hold onto dead money/stocks on a company that's burning.
i made an oops so I need you guys to pray that AMD goes up $4 over the weekend, thanks
Back to not looking at my Cohr AMD & Nvidia calls until Monday. Glad they're at least a week out (Nvidia for 9/4) but fucking oof as of right now
AMD you piece of shit
AMD to $500 by next week. , guaranteed free money.
Specific: I owned AMD when it was $4 a share around 2009 and sold it for a healthy profit when it doubled, thinking I needed to get off a sinking ship. General: Not investing or contributing to my 401k earlier (I really didn't get started until my early 30s).
GAYMAN Google Amazon Y combi Meta Apple/AMD Nvidia
Always? And what calls you do have? Don’t tell me OTM. I got AMD 465s I was up 80% on at market close. Looks like the move might continue
Intel really does have a talent for being the odd one out 😂 But I wouldn't assume it's completely random. INTC has been on a very different turnaround story than TSM/AMD/MU/SNDK, so when the sector rallies, the market doesn't necessarily treat them the same. Still funny watching the whole chip basket go green while Intel decides to do its own thing.
No NVDA or AMD or MU or SKHY or soooo many others? AMZN and WMT are too similar, diversify the 5 with someone else for WMT (AMZN gets you compute as well). Healthcare or manufacturing or power is a good option (GEV, CAT, UNH) or even a drug company. I totally don't follow this advice....so long Tech (SOXX, XLK, lots of Nasdaq Indexes). I do have a lot in small and mid indexes too though.
Is AMD going up tomorrow cause it's been going down for days
Okay my AMD calls need to hit tomorrow. My first possibly stupid bet this month, but we hope
I am definitely keeping all my NVDA shares. AMD as well (just don't have nearly as many).
I bought AMD at $9 and sold at $12. Panicked a bit and bought back in at $15. I’ve sold almost all of it on the ride up. Everything left is “house money” though, which is nice
I need AMD to tap $510 tomorrow bad
#Let us pray, brothers and sisters of the green candle. O mighty Lord of the Canadian wilderness, we beseech thee: let the tech stocks rise tomorrow. Let NVDA roar like a grizzly, let AMD charge like a moose through a Tim Hortons, let MSFT climb the mountain, and let the Nasdaq ascend unto the heavens. May there be no unexpected earnings disasters, no hawkish Fed nonsense, no geopolitical tomfoolery, and absolutely NO “profit-taking” bullshit. Let every dip be bought, every breakout be real, and every premarket futures contract pointeth upward. #LMAO🤌
COHR, LITE, BE, AMD, AVGO, VRT, MU, SNDK to name but a few
Im here much later because im curious how this played out with AMD going parabolic
When I was up big on AMD I sold my initial investment then let the rest ride.
GOOG, HOOD, NVDA, AMD, and NTDOY for fun
AMD GME PLUG BYND OPEN because I hate money
Load up on AMD calls it’s getting as juicy as ur girl
I closed my positions progressively over the past month, last batch last stupid news from Huang. When I realized what was happening with nvidia, the ai theisis became clear and i went heavy into modine at $20, vertiv at $35, AMD at $100 etc. I closed almost all my ai inf plays that don't benefit from my current thesis. Kinda sketched out abouting holding as mych modine as I do now, but I get geotherm stocks later this year from holding. Long term thesis with or without ai is energy scarcity. Short term is oil.
W T F is wrong with AMD ?
AMD too the moon lol
This is your sign to buy AMD calls
I'm just going long on AMD, been looking for an entry since their earnings this seems like a good spot.
I think reddit stock is only traded by minions. makes no sense. Always pressure downwards no matter what happens. Maybe a new AMD style opportunity in the making?
Can we stop buttfucking AMD 5 days in a row
AMD and INTC just drilling every day
Yesterday I had a tingling sensation in my balls to buy AMD puts, today, looking at the IV, I have a tingling sensation to buy calls. What say folks?
Don’t forget about AMD
AMD Calls if you fucking HATE money
My AVGO calls are getting cucked by AMD
Chose retarded intel over AMD. I is a retard
Oh boy I don't want to look at my AMD, Nvidia & Cohr calls. Just gonna ignore them until Monday
Lol, reminds me of when I bought AMD at 2$ and sold at $7.
So will all the stocks, not just memory. But memory is like 10x undervalued to likes of NVDA, AMD or others
Space X can’t own the whole market. AMD stock went insane despite Nvidia. Space is big enough for Amazon sats, Starlink sats, and ASTS sats. This is the only specialist company in the field with a small enough market cap that you can make some really serious cheddar if they pull it off. There is probably easier money out there but I promised myself if there was some weird and glorious new technology that I had conviction in and I stumbled upon it I would take the chance. People think I am fucking crazy for putting half my money in this thing, and soon two thirds of my money. Fuck it we ball.
At $30, lot of people won't touch NVDA because they had seen it much cheaper... More recently, at $120.... people sold AMD for a loss & swear to never touch it again People sold MU at $130 & thought they were geniuses Do what you want with this info.....
Wonder why AMD went up last Friday and Marvell today? They both eat into AVGO market. You can trade the bounce but I wouldn't hold it. I would even be surprised if the green holds at open tomorrow
AMD was a money destroyer because of IV. This is a degenerate gambling and betting sub, not an investment sub. Tldr: AMD destroyed plenty of money to earn its name.
AMD called me a bitch then took my money
Druckenmiller about to be the biggest bagholder of AMD.
Long gold, long oil. Or AMD reaching 1T mkt cap (.750 now, so +33%)
I thought AMD got that name due to volatility, not poor performance.
Probably not this isn’t a AMD multi day event in my heart
So all of the money will rotate to moderna and out of tech and my AMD short will print?
I will never learn…shorted AMD at 377 and MRNA at 163. So fuckin stupid
Whatever you believe in buy it and hold it. I did the same with AMD since 2020 sold all this year
AMD was under $5 or something a decade ago and my friend asked about if he should get some. I told my friend, dont bother, its losing money. I changed my mind and bought in at $40, but he never go around to getting in his own stock idea.
AllBirds is up today while NVDA, AVGO, AMD and MU are down. Move over for the real data center play, losers. Take a **walk**
This might be the bottom. Similar to when everyone called AMD - Advanced Money Destroyer and it is up over 300%.
I ran my trading account into the ground today lmao AMD calls and Tesla Puts
Not a good day to be all in memory and AMD 😮💨
For sure but not spy and AMD
What's going on with AMD?
So I have open calls on AMD, Cohr & Nvidia....rough day
AMD you cuck! Is your CEO SHORTING YOU AGAIN?