AMD
Advanced Micro Devices Inc
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Thursday’s chip crash priced a 2028 permitting risk into 2026 earnings. Bull and bear case below
AMD -17% Thursday, +11% Friday. What a week. What's next?
It ain't much. But it feels amazing having doubled my port since starting 2 months ago. Fighting for each dollar..
Jobs Day after the AI rout: can soft payrolls help tech find a floor?
AMD reported a record quarter on Tuesday. $10,000 of it bought at Wednesday's close was worth $8,274 by Thursday's
SOXL Crashes Nearly 39% in One Day—Buying Opportunity or More Pain Ahead?
Chip stocks fell 9–17% today on fears of a slower data center buildout. The buyers' own filings show Q3 capex doubled to about $202bn, and Microsoft, Meta and Alphabet closed $52.5bn plus €6bn of new debt and preferred stock since Oct 29
SOXL Crashes Nearly 39% in One Day—Buying Opportunity or More Pain Ahead?
SOXL Crashes Nearly 39% in One Day—Buying Opportunity or More Pain Ahead?
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.
Mentions
**BanBet Won** — /u/Tim_Riggins_ (1W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $426.38 → $460.00 | +7.9% | 3d 17h | Won |
Personal life is different from business, i guess he wants something more out of this. AMD is getting rise and NVDA dropping. good tastics there Jensen
Easy solution for all the rich people down 5% from on their nvidia shares is to sell and buy AMD immediately
No wonder men tend to die earlier, all money on AMD and Lisa Su now
just appoint Lisa from AMD as the NVDA CEO :)
since NVDA will die, time to long shit like AMD?
Because the US government can pull through plug on them. Nvidia doesn't have some kind of miracle tech. AMD can do relativly the same. AI stock are pumped up because of governmental contracts. No contracts, the attractiveness of the company drops. Especially because these companies either pulled out from the consumer market, or lost customer trust.
Isn't the obvious play to long AVGO or AMD now?
Lisa would never cheat. I am so bull for AMD
Friendly merger with AMD must be off the table.
AMD likes to copy whatever NVDA does, hopefully this means i have a chance with lisa su
Debating on taking the L with NVDA. Terrible timing on buying in after AMD results. Then again I'm sure once I sell, it's just going to rocket to 250.
daddy jensen please take amd down with you it'd be so fucking funny (also my entire portfolio kinda depends on AMD reaching atleast 420 by close)
I'ma need to see the Nvidia of that AMD
We need to investigate Incestual ties between AMD n Nvda....gnome Saying.
That was NVDA platoon. AMD platoon goes in next, may they fair better.
Someone should just take one for the team and have an affair with Lisa Su. I really need AMD to rally...
Hopefully he didn't make a move on the CEO of AMD...
With the scandal, is AMD the better buy now?
No I didn't I said "don't hate yourself buy AMD"
I'd wager AMD is also compromised, considering the CEOs of both companies are literal cousins
NVDA and AMD merger at open tomorrow? It’s not like NVDA wasn’t also being run by an Asian lady already lmao
Before I put money into AMD: Does Lisa Su have a suspiciously hot pool boy?
We have a problem with AMD’s ceo
They aren't blood related cousins, they never met before they both started NVDA and AMD and only knew they were cousins after
DELL, MU, SKHY, TSM, AMD, SNDK .... the only one still red is NVDA.
TSMC and AMD suspiciously green ... I suspect a Taiwanese angle to this ...
Buy AMD before they take 2t right out of nvdguh🤣🤣🤌
AMD's Lisa Su sends her regards and want him to know it was her. And that she will see him at Thanksgiving.
Might be good for AMD
Why wasn’t it AMD? Or Intel?
Big money will rotate into AMD since they don't have an affair
Big money will rotate into AMD since they don'
So AMD 540 13th Nov calls is it
Spy is Lisa Su in disguise calls on AMD
Its the cheating with a spy part that may. I mean China has been trying to replicate chips. Imagine a world where China makes competitive chips with Nvidia and AMD
I am switching to AMD gpus, these disgusting actions will not be tolerated.
What are the chances Lisa Su takes over Nvidia so they make a big family NVIDIA+AMD merge?
Please send all your dollars to $AMD, that will teach him! (Please 🥺)
Tell me, why did the US restrict access to more sophisticated state of the art chips that Nvidia, TSMC, AMD. The CEO of Nvidia cheating on a honeypot is literally operational security failure as who knows which part of the business plans is known and even manipulated
NVDA puts. AMD calls.
Wall St insiders got the scoop early no wonder AMD pumped hard but NVDA sold off through the day from the peak
There’s a good possibility this brings all semi stocks down tomorrow, but in the case it doesn’t, thank god I chose to buy AMD on the Thursday dip instead of NVIDIA
AMD may be the move
Taiwanese historian here. The views of Taiwanese Boomer elites on China are deeply polarized, which is tied to our history. This story begins at the end of World War II. When the Republic of China (ROC) took over Taiwan, "Native Taiwanese" elites believed they would achieve equal status and democratic rights on par with Chinese provinces. However, the ROC essentially just renamed the Japanese Governor-General’s office, largely continuing the same colonial system. Eventually, the economic collapse from the Civil War spilled over to Taiwan in 1947, triggering island-wide protests and riots. As the local government in Taiwan neared collapse, Taiwanese elites—including landowners, capitalists, intellectuals, and even artists—took the initiative to form a committee to maintain order and negotiate with the central government in Nanjing. Tragically, this committee was treated as a purge list by the troops sent by Chiang Kai-shek. As a result, after the Civil War, "Taiwan's elites" were mostly comprised of Chinese elites who had fled with the KMT(Chinese Nationalist), because "native Taiwanese elites" had either been killed, lived in extreme fear and cooperated with the regime, or tried to send their children abroad whether for political or economic reasons. Jensen Huang of Nvidia and Lisa Su of AMD are prime examples of this. Coming from landowning families in southern Taiwan—they are even distant relatives—their families used land capital to send them to the United States. They were also indirectly influenced by the Chinese nationalism of the ROC government ruling Taiwan at the time: a distant, unfamiliar sense of identity toward China. By the 1990s, Deng Xiaoping's Open Door Policy encouraged Taiwanese capital to invest in China, and the KMT government viewed this as an opportunity to ease cross-strait tensions. At the time, Taiwan was transitioning from light industries like textiles and toy manufacturing into high-tech sectors. Capitalists from these Taiwanese "traditional industries" aggressively invested in China, relocating factories across the strait to hire cheap labor. They became key pioneers of modern China’s "manufacture everything" era and generally made enormous fortunes. The fates of these businessmen diverged into a few paths: Smaller, low-tech enterprises in China without political backing soon found their technology and patents taken by their employed Chinese engineers—a practice permitted by Chinese law (and perhaps still is today). Afterward, they were acquired by Chinese companies or faced government-backed predatory competition. As you can guess, most of these companies are run by native Taiwanese. Others, after making vast fortunes in China, returned to Taiwan in time to transition into real estate owners and holding companies. Businesses with ties to the KMT—often descendants of Chinese mainland refugees—were more willing to cooperate with the Chinese/CCP government and facilitate their Taiwan policies. A prominent example is Foxconn's founder Terry Gou, who built the world's largest electronics contract manufacturing plant in China, assembling most of the world's iPhones, and later attempted to run for president in Taiwan imitating Trump in 2023, but failed. The latter two groups created the "Chinese Success Myth" in Taiwan. Having directly participated in and witnessed China's development and rise—while amassing vast wealth—they constitute the core of Taiwan's current pro-China and "pro-unification" factions. On the other hand, the capitalists who were "betrayed" in China, alongside the "resurgent" native Taiwanese elites (typically coming from technocrats and the middle class), became anti-China supporters of Taiwan independence movements.
More than that AMD has just been sitting on a new GPU design that is superior to Nvidia, they were just waiting for an opportunity to deploy it.
Lisa mogs Jensen anyway. Calls on AMD
I got as much in AMD as I do NVDA, Lisa better be keeping her dick in her pants
Swapping one GPU for another is not that easy. The real moat with Nvidia is CUDA and the software stack on top of it, which does not work with AMD. That’s one of the reasons why Nvidia is so sticky and moated.
I wonder who they sent after AMD's CEO.
Su Bae would never do such a thing. Long AMD!
Dear Santa, for Christmas, all I want is NVDA and AMD merger. It would really make my year. Thanks, Santa.
Jensen’s affair sounds like bullish on AMD to me. What you all think?
Is this bullish for AMD? What happens if we find out Lisa Su also got honey potted? What if Lisa Su *IS* the honey pot???
So NVDA def down so we thinking MU and AMD rotation
This wouldn’t happen to AMD because I’m 100% sure the Chinese ain’t got no male spies
Well this news is actually bullish for those NVDA competitors, such as AMD. So SOXL might be flat tomorrow.
Jensen confirms affair. NVDA -10%. AMD +100%
Jensen confirms affair. NVDA -10%. AMD +100%
How is it going? Where you invested in AMD at the time of your comment? Otherwise talk is cheap.
I’m guessing the Nvidia news will hit tech stocks again on Monday . Might be good for AMD . But maybe bad for companies tied directly to Nvidia.. time will tell how bad this could be for the company itself , but Nbis and SMCI and a few others might feel the effects of the news
I heard he out from Nvidia, he got an offer from AMD.
Do they not have any secret tech CEO cousin available? Lisa going from AMD to NVIDIA just doesn't feel kosher.
AMD going -20% tomorrow too since their CEO is his cousin lmao.
Jensen affair bad for NVDA and good for AMD?
Nah he can never be what Lisa Su is to AMD, he is just leather jacket man
So is this NVDA news, sending $AMD to the moon?
Nvidia will sink 40 percent if Huang is ousted. Bullish on AMD
Good thing I’m jacked to the tits on AMD and AVGO
I’m AMD BOL but I don’t like what I’m seeing. It’s precarious right now, is all I feel
**BanBet Created** ▼ | **Record:** 0W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $380.00 (below) | $446.90 | -15.0% | Tue 12:55 PM ET |
AMD going down almost 15% is what sweet karma looks like (the CEO came out as AI/Data Center first, cause fuck us gamers)
Love the company and business outlook, but the huge off-balance sheet financing deals / credit guarentees certainly have me worried. Also from a technical point its certainly performing weaking right now than other quality companies who rebounded significantly more after the crash. Personally I prefer Nvidia, AMD and TSMC here but AVGO is certainly a great buy at these levels. But I also suspect we will head lower before establishing a new upwards trend.
Well Jensen just got caught fucking a chinese spy plus earnings are coming up.... AMD is fine too for volatility tbh
Always wise to wait for secondary confirmation. Most of those stocks swung back on Friday (only slightly on NVDA and META, though), which is fairly typical after a large shellacking in the market. The Anthropic IPO on the 15th is the day you should really circle on your calendar. If Anthropic goes public and flops, then the *real* dip begins. And NVDA may not be as insulated as you think. OpenAI, CRWV, and Anthropic are pretty much NVDA's biggest customers right now, and all four are basically in the world's greatest drum circle. A bad Anthropic IPO means it turns into the end of John Wick 4. NVDA won't go bankrupt, but it'll definitely have a big scar after it's over, especially if AMD or another semiconductor company decides it's going to chase the market NVDA left behind. As for me? I won't be buying the dip come Monday. I'm reinforcing my shares in BND. If there is a dip, bonds are gonna skyrocket.
If they knew, ATI would have bought AMD not the other way around.
I understand priced in is my point. The hype trade already happened and I was in it. If the numbers don't beat it's going to sell off like a chip company not blowing everything away. Look at AMD, that was one of the most stellar earnings I've seen, and went red I'm probably wrong. Dude asked, I answered 🤷
Yes, this is how I learned about AMD's growth plans through Lisa Su.
It was just a theory I had right when the spacex ipo news was released that they'd fuck over anthropic and open AI and buy the talent. And then the amount of borrowing from larger companies including spacex makes me think ANT walked right into it because ANT committed to paying for their infrastructure whether they use it or not. So even if it doesn't exist ANT has to pay them billions. by them I mean Broadcom, Spacex, Google, Amazon, Microsoft, AMD. But Google diluted this spring and bought a fuck ton of ANT shares I think they expect to be paid back partially in shares. If the market doesnt recover before that then what?
simple, if I just put it on a few tech stocks then I would be absolutely crushed right now. Upside is you make shit loads (just look at AMD gains this year!) but when things go wrong, they go really wrong! I don't have that gambling mentality and it blows my mind people that gamble this way when you are already sitting on retirement money. When I got to retirement level money I went low risk. Bonds/ETF. Meanwhile some of my friends are still gambling all their hopes and money into altcoins.
AMD full year revenue for 2024: $25.8 billion, 49% gross margin AMD 2026 guidance for Q4: $17 billion, 55% gross margin
AMD NVDA merger fuck yes please and thank you
You don’t need 3.7t to move the market 3.7t worth. If you sell Nvidia for $1 when it’s trading at $200 and there is no buyer or seller in between then Nvidia will now trade at $1. That means Nvidia lost 5t of market cap and so did the market. That’s all that happened here. There were more sellers trying to get out then there were buyers, nobody knows how much money was lost or used to do it. If you look at the premarket 9:20-9:30 candle on most stocks, especially semis, they were brutal. AMD and Micron dropped like $20-25 before the market even happened on like 50-100k shares. For comparison, the 9:30-9:40 volume candles are usually 5-10 million on most of the popular tech stocks.
I was oretty proud of my AMD put from $60 to $700