AMD
Advanced Micro Devices Inc
Mentions (24Hr)
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$ADI Analog Devices options could easily 4x this year.
$ADI Analog Devices could easily 2x this year.
Why is my wife's boyfriend making more money on AMD and INTC than me? Seriously, why is NVDA lagging the entire SOX?
Nvidia debuts RTX Spark processor for Windows laptops, taking aim at Intel, AMD
Nvidia debuts RTX Spark processor for Windows laptops, taking aim at Intel, AMD
Who will succeed in making Nvidia falter the most, the new tech challenge since mid-2026.
🚨 Some of the world’s most iconic companies faced serious financial struggles at one point in their history:
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
Load up on $ARM $NVDA $MSFT next week to retire your bloodline.
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
Nvidia went from 95% to zero market share in China's AI chips while the US can't decide whether to sell there or not
22 HOURS LATER 20% UP ticker (RTKO)
Goodbye Hoth Therapeutics, Hello Rocket One
Anthropic and OpenAI together are worth $2T, but NVIDIA says Physical AI is worth $50T, what’s the chip play there?
Up 300% on my AMD investment. Should I sell, hold or keep buying?
Nokia is quietly becoming the backbone of AI infrastructure and nobody noticed 🚀
Top stocks hitting 52-Week Highs/Lows - May 28, 2026 📈 📉
The most unnecessarily autistic thing I’ve ever built.
Should I trade my AMD stock for...
IF YOU ARE TOO LAZY TO DO HOMEWORK, HERE IS A GOOD SPACE COMPANY
Cooling is the second infrastructure bottleneck
Cooling is the Second Infrastructure AI Bottleneck
Top stocks hitting 52-Week Highs/Lows - May 27, 2026 📈 📉
Am I stupid to wait to hit the 1-yr mark for the tax benefits when I feel like my holdings are at peak value?
Micron reached 1T, am I a fool for buying Meta?
Photronics (PLAB). A great Picks and Shovels play during the AI and Data Center Boom
Full port AMD + Micron follow me for more regarded diversification plays
SOXS is destined to die unless a world shaking event occurs
Top stocks hitting 52-Week Highs/Lows - May 26, 2026 📈 📉
Cashing out $11M+ in AMD for singles
Sold some AMD today at $500. What is the consensus on whether this was a good sell or not?
Can someone explain the investment thesis behind space stocks?
Improve Legend performance?
SPX at 21x P/E with 30-yr at 5.08% — is this a "mania phase" or just a new regime for rates?
Top stocks hitting 52-Week Highs/Lows - May 25, 2026 📈 📉
Semiconductor stocks are basically a black hole right now and everything else is getting left behind
Why $AMD will easily surpass $1T and could come knocking at $NVDA door.
Why the app you’re using should be a stock you own ($RDDT)
Advance money “Destroyer” -> Dollar-maker (AMD)
23 years ago, my husband sold all his stocks to buy me a ring (I think it was around 60 NVIDIA shares).
I feel like it’s very difficult to get a read on the AI trade… (chips, smh, intc, bubble)
What stocks are you buying or dumping when China makes a move on Taiwan?
Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation
MU set up for NVDA like revenue growth
I feel like I am stuck in the washing machine and step bro is behind me...
Top stocks hitting 52-Week Highs/Lows - May 22, 2026 📈 📉
If I were going to buy any neo cloud right now it would be RXT and why ?
300%+ gain on AMD🚀 & WHY I invested 1 year ago... after a 65% drop
Are there any good opportunities right now in the market?
Guess how much AMD moved based on headline
Guess how much AMD moved just from these headlines
Assuming you have $1 million, which of the following stocks do you think would maximize your returns over the next 10 years?
Started investing this year and apparently the world is ending every week
Tech strength today looks concentrated in semis and mega caps
Anyone looking at $PENG (Penguin Solutions)? Crazy AI data center hardware momentum + low market cap.
What stock today feels like RKLB at $5 or PLTR before everyone suddenly “always believed”?
Leopold Aschenbrenner just filed his Q1 2026 trades with the SEC His tracker's been live since March 5th It's up ~78%, even with the delay Today the portfolio was rebalanced to match his latest trades. Screenshot from: Stock Insider App
Nvidia starts shipping Vera CPUs to OpenAI, Anthropic, and SpaceX AI right before earnings
Mentions
AMD.is always such a fickle bitch
China buys more intel AMD chips than any other country. Second to US only.
You gotta remember that it’s cyclical. No doubt chips are being produced and it’s not just AMD making them many manufacturers all over the world are getting in on this. So what happens they overproduce we will have a lot of chips in the future and these stocks will plummet.
Well, as you can see it's not like Micron is stopping after achieving 400% profit growth. They are doing better and better. When AMD say it's aiming for 20 EPS and then they say they are actually surpassing that, and they have more demand for GPUs and more demand for CPUs than previously anticipated, what do you do?
So, Jensen Huang said MRVL is the next trillion dollar company. Market cap less than 200 billon. Long way to go, but I def see it. Sandisk, and AMD are the next as well.
This was literally all over the place two weeks ago when AMD disclosed their stake in it and I ignored it.
$TMC will do better than $AMD. Deep sea mining critical minerals. Mark it
Everyone keeps touting played out Ai $NVDA and $AMD. $TMC is easily the market’s next 10x
Literally all their competitors. Nvidia, Broadcom, Credo, AMD, Astera Labs, Lumentum, Coherent, AAOI, etc. Just buy them all via SMH and perhaps the new ETF called EUV (low volume though).
buying any AMD/NVDA gpu should make you an automatic shareholder
One thing is to want to get rid of Intel and AMD, different thing being finally able to do that. But yes, in a way this is old news. But not to the whole market.
Palantir is the one I'd be most cautious with. Great company, but at some point valuation matters. AMD and MRVL feel like they're getting less love despite having solid long-term catalysts.
Sylor could buy AI stock such as MU, SNDK, AMD, and more instead of Ballcoin. Sylor done. He will crush Ballcoin , let's watch under $40k coming.
This sounds more like a dig on AMD considering they're likely the next trillion dollar company.
They are. 1 real customer in Amazon vs AVGO who has several other successful business lines and essentially offers a better version of the same product (custom silicon) that Marvell sells. Doesn’t mean there isn’t room for 2 players in the space though - see NVDA and AMD in merchant silicon
I also bought AMD at $80, it was one of my largest holdings, and sold a couple of months ago, at $200...
Cathie sold AMD and bought NVDA. The top is in for Jensen, sorry bro lmaoooooo
The AI cycle has been going for 3 years, the already submitted earnings report that show enormous growth are real money that is paid. If NVDA wasn't getting paid, it would have been piling on accounts receivable over the years, NVDA has no issue getting paid, the buyers are literally begging NVDA to sell them more. There is absolutely no issue of payment here, MU, NVDA, AMD are selling everything they can, at full capacity and trying to expand as quickly as possible as can be seen with MU's new factory announcement. Products not delivered/sold do not show up as income on earnings, they help on guidance. Having a contract to sell does not mean the product has been manufactured/sold, the earnings show real money that is paid in previous quarters, and every guidance is beat and raised.
Very true, it's not predictable. It wouldn't work if it was, cards would collapse. What is proven is value. Undervalued stocks will roar with demand. NVDA (and AMD) are blockbuster examples. They had a lock on their industry with very very complicated technology with huge barriers to enter. That alone (without the AI boom) was very undervalued, the AI boom just shed the light of the sun with a microscope through it. We're seeing it in resources now... undervalued because these are scarce and take time to process. Reminds me of that legend who once strolled this sub... DFV
Nice work! Very small $'s but I bot an ORCL call Thursday before close, sold today after open for 8X. That was quick. Holding ORCX, MSFU, HPQ, ADBU shares. Who knows, maybe one or two will AMD/MU/INTC. Will look at LITE. Thanks for the mention and good luck.
Should we full port AMD and MU? What else am I missing?
It's with wealthsimple in Canada. It's 4% (prime + 0 because of the amount I have in my TFSA and RRSP) USD stuff is 7 percent though. Just to try it out I bought 1k in VFV (canadian VOO) but I'll buy 1k in AVGO and see how it goes. But I'm assuming this is how some people got some pretty massive gains by maxing their margin in some semi stuff? I've been buying AMD since 2017 but I was poor until 2021. wish i had some balls.
I have 100k in buying power with margins. I have no idea how to use it responsibly. If I buy lets say 10 shares of AMD with my own money and then 10 on Margin thats generally how it works? And then if it jumps 10 percent I can sell it and pay minimal interest correct?
Thats why I did not list google. Google is just proving again that the buildout is real and demand is real. This means CRWV, NBIS, IREN and so on is going to be buying all the NVDA and AMD they can get their hands on and that means they will all need more MU. This also means AMZN with AWS and their large stake in Anthropic should also continue to go higher.
You do know that Google used more of their TPU than NVDA plus AMD combined in 2026?
This is bullish for AI not bearish. Google is throwing even more money at the build out because demand is so high. This is bullish as hell for CRWV, NBIS, NVDA, IREN, AMD, MU and so on. This, however, might cause a short term downside in google stock.
I’m thinking a few $242 NVDA June 18 calls. I feel like it’s going to run like AMD just did. The quarterly was great and all good news etc., people sold on it and we are past that now. Nividia is now launching new products and partnering with Microsoft and Dell. There is more upside here.
Jensen spending a week in Taiwan, Korea. Ego out of control. Using his heritage and fame to lock up Taiwanese suppliers and Korean memory. Dissing hyper scalers, x86 And encroaching on AMD/Intel and especially Apple consumer market. And gloating that AI is centered in Taiwan. Product is a nothing burger imo. Very niche. But Jenson is flying too close to the sun here. Hyperscalers are moving production slowly to Intel. The US government is not pleased. First it was non invite to China. Cancelled call and arms to Taiwan. Next it was the loophole fix on a random Sunday prior to his keynote in Taipei. This is not going to end well.
Stop losses on tech stocks suck. If you set them, be sure to use them on things you already plan to sell. I used to use them on stocks and inadvertently sold things I wished to hold, waited for good entries that never came again and rather than take the loss never got back in missing out on life changing gains. My horror story is AMD, I owned 15K shares of AMD I bought at $2.25/share. Stop loss forced a sell at $6/share but I watched it rise to $16/share shortly after. I never intended to sell it as it was a relatively small position.
AMD and MU for summer 2026
NVDA jumped on a new product launch. That launch also helped push Microsoft higher and put pressure on both AMD and Intel.
AMD’s RX 9070 GRE Graphics Card Is a Compromise No Matter How You Slice It [https://x.com/Gizmodo/status/2061611782334980547?s=20](https://x.com/Gizmodo/status/2061611782334980547?s=20) Su Bae!!! Why??? 😨
It’s a little nuanced and I think you are on to that. Earning have been great and price has been following that but probably gotten out of hand in some names - MRVL, AMD, INTC. Other names are still relatively cheap like NVDA and maybe MU. So it’s not nosebleed valuations across the board in semis but elevated valuations in some places. But we’re in a bubble territory nonetheless just from a sentiment POV and caution is warranted. I’m personally up 70% on the year and I’m pulling back my exposure through increased cash levels to 25% and hedging. I’m also underweight semis at this point with concreted bets where valuations are reasonable. I watched the GTC keynote last night and it just solidified my concerns. Tons of euphoria and just this endless cycle of absurd capex spending that is gonna end at some point. And it doesn’t end with a little sideways consolidation - it ends in a 30%+ bear market. It’s a question of when not if. I think these IPOs have the potential to be a trigger but nobody knows. I think the higher probability situation is higher into year end and then a serious correction. If we end the year higher and even more euphoric I’ll be 50% cash for sure.
Quite a few (I have a lot of micron, AMD and TSM haha). Oh well. Thanks for the recommendation to use thetaedge- I’ll check it out
VTI and chill vs. DELL/AMD and millionaire
I hit AMD calls for 100% gain today.
There are of course a lot of ways to play these sectors but below are some of the ones I own/like. SHOP, MELI and SE for e commerce. AMD, Nvidia, AVGO for semis. SNOW, DDOG, MDB and NOW for software. OXY and CVX for oil.
Is AMD run joever guys? Are my calls i bought at close today cooked?
I sold out of everything Only AMD remains 🔥
PENG uses AMD chips like HPE does. What prompted me to buy HPE calls leading up to today was AMD ER earlier in May - their chip numbers being shipped to enterprise clients (no names named but easy to find out it was HPE) and well, it turned out ok.
It's legit why I bought AMD shares last year. Regards in here were piling in on puts at the bottom. 🤣 Having said that, I'm too regarded to sell now that regards in here are piling in on calls at the top. 🤣
Hyperscalers burning cash, diluting shares digging for AI gold. Buy shares in the shovel suppliers people. MU NVDA AMD SNDK supremacy
# Who bought more AMD calls before close!? ME! The big beautiful bol! LMAO 🤌 #
AMD and intel better pump this week
I saw now at $88 and i didn't buy it because im a pussy Just like i saw MU at 78, AMD at 78 and NVDA at 78
There's a community mega thread pinned. Or just look for a calendar with earnings. You look at sectors and momentum. Most of the people here are not geniuses. Dell had it huge. Dell and HPE overlap and compete in some segments. People assumed that if Dell had it big, HPE could follow. The same story was with Intel and AMD. It's a gamble. This is not a financial advice, only clasic play on correlations. I did it a few weeks ago with Walmart (I had puts that time), I did in in the past with Nuclear companies, etc. Sometimes it works, sometimes it fails. It's important to have the risk under control. Most of the people here behave like high-stakes gamblers.
Sold a bunch of ARM AMD and MU today. Cost basis under 100 on all three. You nuts keep riding them I hope they keep running. Time for me to trim.
Yes because it’s extremely likely you’ll sell at the exact top without price running further.Idk I sold AMD at $350 after holding from $85 and put that money into Oracle at $160 which is now at $250. So even though AMD went up another 50%, still ended up matching the missed gains anyways
I interviewed with ARM a few months back for a partner marketing position and while talking to the hiring manager they specifically told me that ARM for data center and PC is hard market to penetrate. INTC and AMD dominate that market, so unless Nvidia has some game changing tech at a lower price per performance I'm staying very skeptical.
Buying? Nothing. All buying was done prior to March. Sold a bit. Sold AMD at $500. Sold Apple at $309. NBIS is one to watch but they have already surpassed even the bullish predictions. Looking to re-enter that but pullback needs to be a long way down to $175 - $185. Current bounce is from $219 off thin support.
I trust that Supermicro will find a way to get Intel and AMD CPUs to China. It's been known to happen.
Funny thing about INTC/AMD/QCOM etc. taking a shit today....aren't they all pretty much sold out, so if NVDA joins the fray, it's just one more company that can't keep up with CPU demand
I think we are just at the beginning, like PATH it will take some time to materialize, I put it in my longtime port as I believe AMD will finance them hard to make sure they get a piece of the GPU AI pie.
RXT on fire today. They recently made a deal with AMD
Yet it is, NVIDIA sells most CPUs in the world, bar none. It outsells both AMD and Intel by far. 20B only for stand-alone VERA CPU (they are sold out for 2026)
Sold all my Bitcoin this weekend before it drops. Now where the hell do I park the money? MU, SNOW, NOW, AMD, MRVL, NOK? I'm too chicken to buy SPCE
# If you don't full port AMD now, ur just retarded. LMAO 🤌
It tracks AMD and pays a weekly dividend. [https://yieldmaxetfs.com/our-etfs/amdy/](https://yieldmaxetfs.com/our-etfs/amdy/)
QQQ about to hawk down SPY like AMD did NVDA
Musta been awesome to buy $AMD at 23 cents .... 👍
Ehm why is there an AMD ETF? ELI5 pls
Thats cause it followed DELL, similar to how AMD followed INTEL earnings.
They are looking to ensnare market share from AMD and INTC with their CPUs, so kinda.
“He CAN keep getting away with it” All in TQQQ, TSLQ, SPCE, SPCX on IPO, MU, INTC, NVDA, AMD
#NVDA is basically coming after Intel and AMD with this move LMAO🤌
i bought RKLB at 4, MU at 66, AMD at 80 and sold all of them around 100% gains.
AMD and Intel are on sale boys!!
I got in an out overnight, felt like a bad idea from the start but I made a few dollars haha. Back to my AMD train.
Sold AMD like month ago at $200 now it’s $500 😭
Lol this, you got it all. I like Jeremy for what it's worth, but I think a big part of the reason he has the car/house is not because of his stock picks it's because of his 1000X club membership dues. He got me to buy AMD in the low 100's, but he also got me to buy PYPL and FUBO \^\^
AMD green.. bear 🐻 in complete shambles… can you believe they still exist?
Good god AMD graph look like my erected pp. no one can keep it down, not under Lisa Su watch. LMAO🤌
Up 50% on AMD weekly calls from this morning
META getting killed because AMD is falling and w need AMD to hit $600 so META can make a 100 billion and own 10% of it
Do I jump off a bridge because AMD is down
NVIDIA is eating AMD for lunch: https://preview.redd.it/wv5pc4d2fo4h1.png?width=358&format=png&auto=webp&s=5566959a34fc5a57a88bf68de81b70ccc321398c
What's this strange color on AMD?
Why they murdering my boy AMD?
Wonder if AMD put guy still has them
Jensen showing his big dick to AMD INTC QCOM
My guess on long term vision is: \- deepening connection wihh to Microsoft/ other big companies with supply chains - dell etc \- take market share away from AMD with the above \- likely they’ll launch some subscription based cloud compute or GPUs which will only work right with their processor stack \- at some point building AI not on a NVIDIA stack will feel like when you switch between Mac and windows
Anybody else feel stupid buying a $560 call on AMD for Friday?
And that’s totally fine. The market still rewards the #2 player (AMD)
What NVIDIA is eating today for lunch: \- AMD \- Intel https://preview.redd.it/g51nxl3r7o4h1.png?width=341&format=png&auto=webp&s=ae5add21f0aa48080b06d137dbe3f52335140ccf
QCOM AMD INTC Space may go green EOD
Arm-based processor... don't know if it's taking aim at Intel or AMD at the moment... Windows on arm was always a difficult market.
Needs to be affordable mass adoption could force their hand sooner than later. Plus if they want to make a better Xbox handheld some spin off of this could work despite it not being AMD. Then again this could eventually be the Nintendo switch 3 a few years from now since they already us nvidia.
if AMD or intel announced half the shit that NVDA announced, people would be naming babies after them, sucking each other dicks, pissing on each other, etc. but instead NVDA just stays flat
I suppose the real news here isn't that Nvidia is doing an ARM CPU, I think the big news here is that Nvidia is doing a (presumably) desktop grade CPU / SoC at all. Nvidia has been barred from competing with Intel and AMD in the CPU race pretty much because of X86 licensing. That means that this is the first time Nvidia is making a CPU competing for "the real" Windows workforce - not some android tablet or a Nintendo console. Before, they could only compete in the GPU space, but now they can truly go for Intel and AMDs lunch.
Is AMD dragging SOXL down that bad? Ugh
>Why do you think NVDA is suddenly pivoting to CPUs? This has been speculated about for as long as NVidia was dominate in the GPU market, and especially after AMD acquired ATi. It was speculated that they'd buy VIA just for the x86 licence, but Intel was basically openly questioning if it had to honour license transfers done through acquisitions or not. That ship sailed, obviously, after 2013 when they entered a joint venture in China. Nowadays with the proliferation of ARM, it's more feasible to ignore the x86 licensing.