AMD

Famous_Bear6618

What terrible earnings? Have you seen AMD earnings?

Anameisheere

Looks like both APP and QCOM want to really badly destroy both calls and puts like PLTR and AMD

cbusoh66

AMD $520 last night, closed $483 SMCI up 10% last night to $35, closes at $29.60 Two companies that smoked their earnings calls and guidance. MU below $800, SKHY back to $140s, even TSM is down 16% in less than a month. They're throwing the baby out with the bath water...

Heineken_500ml

why buy INTC which is a money losing business when you can buy AMD instead

Half_Cash_Half_Stock

You're telling me. I had NVDA, AMD, MU, and INTC in 2024. Sold them for like 80-100% gains. One more year and would have been 800-1000%. 

SidonyD

Intel was a whale, just good to hike the price without innovation because they got fab and the contract with all computer business. AMD needed to make big innovation to survive. At the end, Intel spent money for Israeli shitty startup and build some shitty office in Israel while AMD was building the new era of CPU.

Kind_Initiative_7567

Tenfolded my AMD calls for Friday. All or nothing

Financial_Fan1763

AMD hulk candle just show up

Own-Recipe5908

That's sorta the problem. I went in XLP/XLU/SPYD/EURL/BRKB/TLT to rotate out of SOXL/AMD in the summer and now that they're all mooning (TLT has a ways to go) it's basically just... shave a little so I don't regret later. Which is to say I'm splitting between holding/cashing.

Forsaken_Toe627

Can't believe AMD is red today.

No_Presentation9490

ARM already dropped by association to AMD and Intel. You still have time to just cancel this.

topofthebrown

Much of AMD’s value is forward looking with deals they have announced. The same goes for AVGO, which shot up long before it started realizing profit on deals that it had announced

theummeower

So basically that AMD bump last night was literally fake and gay

cutesiepieme

AMD isn’t even down today. Some of us have been having -10% everyday for weeks now

scriptmonkey420

yup, 15% so far on AMD :(

PlanetCosmoX

Kinda doing exactly as I expected. Did AMD go through the roof for you?

Governmentswallows23

$AMD is very undersold for today's close but also calls are expensive

bearhunter429

#AMD went from top of the world to bankrupt LMAO🤌⛹🏾

FalseDiamond7930

AMD is one of my best performing stocks, I'll just hold on to it. You can never count them out, what they were able to pull off against Intel is nothing short of incredible and while NVidia is very dominant when it comes to GPUs and data centers AMD does a decent job of hanging around with drastically less resources.

prana_fish

$AMD fanbois gotta be pissed. Actually decent earnings and smashing guide, but get cucked over fears we can't say retard anymore.

nosebeerz420

Someone poke NVDA AMD and MU with a stick

bearhunter429

#In the last 24 hours I predicted AMD fading, SPY reversing to green and most election results LMAO🤌⛹🏾

bearhunter429

#Last night AMD was up 7% and I said it would all fade and people said I was wrong yet here we are LMAO🤌⛹🏾

Happy-Champion1661

AI yesterday told me "not to buy the dip but wait for calls because of AMD earnings". Yeah I bet AI is down today, should be down to 0, good fucking thing I didnt listen

MrMarketsDiary

This one hits different tbh. AMD going from $1.3B in Q3 2016 to a $17B guide is a wild swing, but the part that actually matters to me is the price tag. At about $790B on roughly $45B trailing revenue, the market is already paying for a lot of that catch-up. So the crossover can happen and the stock can still go nowhere for a while. I would rather wait for a quarter where data center growth does the talking than pay up for the headline.

JohnnyBoyCrypto

Hold or dump AMD?

verified-trader

**BanBet Lost** — /u/thetalentedmrbowser (1W - 4L, 20%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▼ | $480.55 → $432.50 | -10.0% | 2d | Lost |

diego27865

Lamo ofc AMD would tank after an epic earning report. Glad I was able to catch some of that sweet sweet volatility this morning at the bell

andytobbles

CELH SOFI GOOGL IBIT, love a good +36K day on the Roth. AMD is dragging it down but it’ll pick up soon I’m sure

BadaBingSil

beep boop mid day update 11/4 · 12:15 pm cst update * 11/4 · the rally has strengthened, but it’s split: $AMZN +7.6%, $AAPL +6.7%, $MSFT +6.6%, while $MU −5.6% and $AMD roughly flat. reuters attributes the divergence partly to bets that slower data-center construction could protect existing hyperscalers and ease their spending burden. that’s an investor expectation, not an enacted restriction. [reuters](https://www.investing.com/news/stock-market-news/democrats-midterm-sweep-fuels-750-billion-big-tech-rally-5000648) * 11/4 · oil’s decline has accelerated: brent around $95, down roughly 8.5%; the 10-year yield is around 4.90%. lower energy prices and yields are helping the broader rally, even while chip and infrastructure names lag. [ap](https://apnews.com/article/4d12764c0b3ce38ffde3077712811182) * 11/4 · 9 am cst services report: ism fell to 54.5 from 54.9; new orders slowed to 55.9 from 59.8. prices paid eased only slightly, 74 → 73, while employment improved to 51.4. importantly for $MU/$SKHY, respondents still reported rising memory prices and shortages. slower growth, but not clean inflation relief. [ism](https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/services/october/) * 11/4 · $GOOG google is backstopping certain anthropic obligations supporting $WULF’s approximately $19b, 20-year lease commitments. that is credit support, not $19b paid upfront. separately, reuters uncovered international employee buyouts that began in june; accepted departures aren’t disclosed. [backstop](https://www.streetinsider.com/Reuters/TeraWulf%2Bgets%2Bcredit%2Bbackstop%2Bfrom%2BGoogle%2Bfor%2BAnthropic%2Bdata-center%2Bproject/27287271.html), [buyouts](https://www.investing.com/news/stock-market-news/exclusivegoogle-extends-voluntary-buyout-offers-to-employees-in-several-countries-4997689) * 11/4 · $CRM announced agentforce coworker usage grew 21× in three months, with over 185,000 users and a new $50/user/month pricing option. concrete adoption news, but usage growth isn’t revenue growth. [release](https://www.salesforce.com/news/stories/agentforce-coworker-surpasses-185k-users/)

InvestigatorPlus3229

poor AMD rally was CRUSHED

Snotspat

Itanium was released 2 years before AMD released their 64 bit chip, so Intel was first.

verified-trader

**BanBet Lost** — /u/StuffedBunss (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $483.61 → $550.00 | +13.7% | 2d | Lost |

superroadstar

Long term AMD investor, I am thinking to add some NVDA today.

gopoohgo

All these upgrades to LITE...and the target prices are like 2x what they are trading at. Are these analysts retards? Or does the AI buildout still have legs? I'm down to AMD, SNDK and CEG. Ditched a bunch of GLW this morning before it took it's leg down.

TopDesigner6211

Can anyone explain AMD to me? Rickets AH last night then eats shit at open

verified-trader

**BanBet Lost** — /u/SirBuysHighALott (1W - 3L, 25%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▼ | $490.98 → $350.00 | -28.7% | 1d | Lost |

bzl33

AMD gives up its entire earnings bump in a few hours and people think the market is back...lol

ConclusionEven6917

because widespread fears that data center buildout will slow from regulatory overhang since Texas is now democrat controlled. Personally think that's a complete misread of the situation and that if data centers won't be built in Texas it'll just be another state even though nothing is even confirmed on the Texas side. The real news is that AMD confirmed the trend continues, hyperscalers are not slowing, and now we should actually see some relief in yields from oil/inflation cooling with dems pressuring to end the war. These all indicate that semis have no reason to trade down and instead are now at great value given how much they had already sold off leading up to this point. My view is that it's maybe a little slow today and tomorrow to pick back up as we some rebalancing into the yield sensitive names that suffered all year but then semis should continue higher into year end.

KittyLover-7

I mean that’s just completely normal movement on AMD following an ER print Definitely not being pinned to burn options

Virtual-Chris

Nvidia has priced themselves into a situation where they are forcing all the AI players to seek or develop alternatives that are much more affordable. AMD is one of the organizations many of them are collaborating with and developing open source software stacks to eliminate the need for Nvidia. So there’s a real risk that Nvidia becomes less relevant and AMD ultimately wins more market share in AI.

Odd-Attention8454

Companies sell to demand and that is news? AMD didn’t switch business models it found another buyer. If data centers die tomorrow they’ll sell to their current markets in consumer and business markets.

Comfortable-Sky7801

Semis getting rekt even after great AMD earnings but Duolingo going up 30% is the most typical market move in a while

eboyuwue

AMD leaps grabbed. they printed for me last year. I’m running it back

InternationalKiwi401

long AMD so biased. record quarter, $13.4B revenue up 45% and data center nearly doubled to $8.5B, thats 64% of the company now. the guide is the thing tho, about $17B for Q4 and server revenue doubling in 2027. the dent is cash, free cash flow was only $554M because inventory jumped about $3B to pre build for the ramp. if that doesnt convert in Q4 thats the number to watch

TheBlackSheepTrader

So I told her this same thing. I told her to base her trades on a 3 month cycle, where are stocks now and where will they likely be based on what you think Q3 looks like? For instance AMD is a solid long term position, but for a three month competition it could go sideways. I haven't gotten to explain to her forward earnings and how that works yet.

Regenbooggeit

Buying AMD or NVDA now?

Liquidsnake959

This after AMD blew the doors off

Garroxx

All the AMD acronyms get me every fucking time without fail lol

vermilli21

MU puts saved my gambling port, opened -30% down thanks to ANET and AMD…now I’m up 10%

IntroductionHefty222

Why is AMD moving like a meme stock!!??

Pale-Silver-8178

AMD gains wiped off call holders thought they were smart but Citadel quant knew exactly how to bait yo gambling ass

NoTone5350

F\*\*\*\* pain AMD

Jvil101

AMD scared me out of my Nvidia puts today and now doesn’t want to go up??? Cmon

george_alto

It's about the growth. Percentage wise, AMD has more growth potential than NVDIA. It's easier to grow from a 780B marketcap then from a 4.9T marketcap.

RepresentativeAd1500

Shit ass AMD

Disguised_Engineer

AMD last night: Up 10%, Before open: down 2%, After open: up 6%, now: down 1%. Healthy market, nothing to see here.

Neader

Bro AMD come the fuck on

bearhunter429

#Fucking told you AMD would turn red when it was up 6% last night LMAO🤌

Rocket_Robin

INTC has to prove itself it's a turnaround story. AMD didn't sit on it's hands like Intel did leading into all this massive AI growth Nvda started.

AnimalStyleCreole

omg my $AMD puts starting to printith

DICK_STUCK_IN_COW

My AMD puts going crazy

Shewinator

AMD Bols LOL

BadaBingSil

$AMD advanced money destroyer

Resilience_Technique

LMFAO AMD red for the day

0201037464793921170

So the market just ignores AMD’s earnings and guidance? What a joke

BadaBingSil

yeah i'm cautiously pessimistic here not chasing anything got some good gains on $AMD pump and timed it pretty well taking the dub seeing as it's basically red now lol

Meeting_Ok2

AMD really said f your calls and puts

dagilisek

That fits the closes; AMd fell acout 11% on Oct 30, the day INtel fell about 29%, and another 7.5% on Nov 2 when Intell dropped about 9%. So I'd say it moved with Intel and the chip group more than on anything AMD said itself.

East-Description-243

AMD and SMCI gonna go red😂

EnginrA

Market raging green and AMD is flat as my ass

OkOpportunity6986

even AMD is in the green and INTC still eating shit :kek:

nedal8

I remember when AMD was a dollar..

MyCactusTeacher

no matter what happens in the world, another generation of AMD bagholders will get printed

SanDisk_Made_Me_Rich

The fuck happened to AMD mang, come on mang what's going mang you know whatta I mean mang? 😤

Ill-Ad1603

Semiconductors not getting any love after blockbuster earnings from AMD is just so fucking unfair

BadaBingSil

day trading was the move on $AMD today if I just bought calls at open and hoped for the best I would've been fucked \+$7K

AdditionObjective238

AMD had good earnings and midterms

SimpleIntelligent881

What you’re describing is the opposite of the false equivalence fallacy. The false equivalence fallacy is saying two things are the same when they aren’t. He is saying NVDA and AMD are different when, according to you, they’re actually similar.

Arithmagician

1800% on AMD in within the span of 12minutes is nuts :jpow:

Own-Recipe5908

Oh, I see, the problem: >Nah, I love AMD, it's one of my biggest profit makers for the year, got out in the summer sold 3 of my last 4 shares I kept for no reason in the 600s. So, I shoulda put a comma after summer. It did not hit the 600s in the summer. I assumed the fact that it didn't hit the 600s in the summer would be enough for reading comprehension to kick in.

Zerofear95

Why did I buy AMD at 512 after the morning pump, after waiting for the big dip for weeks and then not buying at 470. What is wrong with me! On leverage too. What are the chances I see that money back. Already down big from October.

gh0st-33

"AMD prepares for even weaker PC market in 2027, expects double-digit decline in shipments" INTC said the same thing and got murdered 40% LOL

Zerofear95

Why the fuck did I buy AMD at 512 after the morning pump, instead of buying at 470 after waiting for the dip for weeks and then not taking it. On leverage too. What the hell is wrong with me.

Own-Recipe5908

I think you have reading comprehension issues. I sold a couple hundred k in AMD over the summer, kept 4, sold 3 in the 600s. Reread.

Ok-Indication-3754

Ive almost recivered from my AMD puts. I shouldnt have done it

Level10Retard

What makes the market value AMD so much for growth? I'd think INTC has better growth potential due to the foundry.

HauntedJockStrap88

No reason for Memory to be down. MU literally made more money in their last quarter than AMD will in the next 5 years. And MU will continue to print money at that scale for the next year+. Market is dumb I’m buying more.

zennsunni

Yeah people forget this. I was an early adopter because the Athlons were good chips in the early 00s. Then it was back to Intel for about 15 years, because from a cost/benefit ratio it wasn't even remotely close - Intel was obliterating AMD. Then around what...2020 or so? AMD became competitive. But even as recently as 2023 when I built out my new rig, Intel was still the best deal for mostly single-threaded high-end gaming. It's only in the like...last 2 or 3 years that AMD's CPUs have become dominant, their GPUs vaguely competitive with Nvidia, and more. Their success right now is mostly up to datacenters, and nothing else. Previous commentator is delusional - AMD was struggling for about 20 years, and they'll struggle again if this datacenter thing falls through. All that being said, Intel is a laughably incompetent company, they were just a first mover.

BadaBingSil

scalped some $AMD calls at the open thought my timing/execution was bad but now I'm grateful I got out when I did (:

ParticularWarthog319

Holy shit, bit an AMD call and already up109%

minin71

I said last night to buy calls, $AMD fake dump am, now rocket.

albearcub

AMD has like a $790b market cap. When Nvidia hit $800b market cap, it's annual revenue was $27b for 2023. It's pretty standard for these high growth names. Also, Amazon's revenue is like close to a trillion but what actually matters is gross profit.

stupidber

AMD is kil AMD is saved! AMD is kil AMD is saved!

rndmeyes

so I sold AMZN at 245 via CC and bought NVDA after thinking AMD results would restart the rally I'm starting to think trading isn't for me

codespyder

AMD is not a stock. It is not a corporation. It is an experience.

BadaBingSil

I broke my rule opened a position within 15 minutes of the open but I just couldn't ignore this $AMD dip and I'm glad I bought in my 500 calls are already in the money :)

sufficiently7777

Imagine not buying AMD DIP

Kind_Initiative_7567

Holy smokes my AMD calls are rising from the ded 😂

Samjabr

AMD doesnt know wtf it wants to do