AMD

gs-

Agreed. AMD was \~450 four weeks ago.

Neader

Imagine seeing AMD down -15% in a week and not buying calls at least a month out. Here's your sign regards.

MacroFinanceAI

Sell it's not SPCX. It's the AI credit default swaps market cracking (leading stocks). 5Y CDS since June: Broadcom +174% AMD +149% Nvidia +114% CoreWeave +96% (\~980bp) Oracle +81% Meta +56% Amazon +42% Alphabet +41% Microsoft +31%

bearhunter429

#AMD is way oversold LMAO🤌

mynamajeff_4

Retards were saying this back in 2020 during Covid and I ended up making tens of thousands and bought a house at 20 because of it. I’ve made tens of thousands again over the past few months and bought another house. I’m more diversified this time but if I was listening to logic, I wouldn’t have been buying things like AMD, INTEL, MRVL, etc. I’ve also moved a lot of money into Biotech and thinking that will be the next big growth, I’m already up a few hundred percent on Moderna.

MacroFinanceAI

Depends on AI and currently AI Credit Market (which leads stocks) is stressed. 5Y CDS since June: Broadcom +174% AMD +149% Nvidia +114% CoreWeave +96% (\~980bp) Oracle +81% Meta +56% Amazon +42% Alphabet +41% Microsoft +31% 19 of 20 AI-exposed names wider. Only Vistra tighter (−13%).

powerboner

Come on AMD do something

zorna0

Martin shkreli:  a rumor that the VARA AI fund has blown up is making the rounds Vara top holdings: BE NBIS CRWV INTC MU WDC AMD CBRS CRDO

andytobbles

Day traded my MU position for 5K profit holding my AMD leaps and will build as we likely go lower

GhatzLoch

jesus murphy that is crazy! I managed to sell my AMD and NVDA right at the top for both, lmao never once was able to do anything like that before

Kulutiheges

MU is going up but why Nvidia , AMD and INTEL not?

C-X

NVDA AMD dead as fuck

R1SKbreaka

As high as AMD!

lowkeylodo

i double leverGED AMD AT ATH

Jazzlike-Maize8537

Which one of bought AMD at $600

KangolTitMouse

Firmus, an Australian neocloud, had its IPO fail. Nvidia has funded Firmus along with CoreWeave, Nebius, Lambda, Crusoe, Nscale and Together AI. OpenAI, AMD, and Salesforce have done similar funding. The Hyperscalers have avoided direct investment, instead signing purchasing agreements.

Crazy-Sir5935

Rise AMD rise!!!

joeyeats

glorious V thank you AMD

spellbadgrammargood

AMD pumped mid-September because of Meta's MUSE, "Meta's Muse AI agent has approximately 2.182 million daily active users as of early October 2026" AMD gained and lost 100billion in market cap for ~2million users LOL

Shad0wK1lla

This is the AMD I remember

davidbigham

AMD back to the old Advanced Money Destroyer

mbreaddit

29 Direct AI + Mag7 + Broadcom, Oracle, Palantir, AMD, Micron. 8 of them are AI Utilities, 4 AI Captial Equipment. Excuse me, but lets unravel this a bit: **MAG7:** Apple, Microsoft, Alphabet (Google), Amazon, Nvidia, Meta Platforms und Tesla, They were already quite big and growing **WITHOUT AI,** i would even assume right now except for NVIDIA accounting hell a lot, the others not much of AI specific **additional growth relative to their previous market cap** Broadcom, Oracle, Palantir, AMD, Micron, fine, nothing to argue about, they make up maybe half of NVIDIA again. Whatever the 29 Direct AI stocks would be, they are even smaller. So most of the concentration is not AI apprently and their plot was made explicitly bad so you can´t even properly pinpoint 2024 or 2025 to try to distill anything from it. Concentration was already there **in technology overall, thats what America made strong the last 20 years, AI is just the next phase to make it even stronger in that sector.**

chads_to_do_list_app

The one next to Sundar Pichai is Mira Murati, an ex Open AI employee, and I think the person next to her is a poor attempt at making Lisa Su, the CEO of AMD

andytobbles

Exactly why you have to slow start nibbling on good deals like AMD and MU rn. Doesn’t mean you go all in you just nibble slowly.

MaxEhrlich

At this point I’m tired of pretending I know what any of this shit means, just tell me how much today gonna hurt my MU, NVDA, AMD, and GOOG?

ittrut

This ain’t r/AMD

Quirky_Push_2506

Entry price points to watch out for NVDA: 80 AMD: 20 SPCX: 5 SPY: 450 QQQ: 400

LostFaithlessness201

Done some calculations do you want the good or bad news whichever way you trade if we fall the next level supports according to monthly levels and previous resistances that will turn to support- QQQ-635 AMD-257 MU-440 INTC-46 These are a few examples, we could also pump from here but fundamentals showing me something completely different

cool-lala

you dont get the point my man Claude code is one thing anthropic is another claude code could run as a 200 billion dollar company fine but 2t for that shit is not worth it and also the rev u see are promised ones second they can cook books and you will never know GOOG is cooking books with GPU depreciation methods same for NVIDIA and AMD and all, And the way you thrash open source tells me you dont even use more than one open models try deepseek flash or pro or Qwen 27B or Xiaomi 2T model param and you will see a new la la land

SpecialTrust2045

AMD or DELL for quick swing?

Deso718

Semis sell off continuing after hours (MU -2.75%, AMD -2.77%, NVDA -1.54%, etc. rn) gonna be another rough one. Maybe TSM earnings can help turn the tides into Friday…

gravedigger997

Loading up on more AMD, thanks PILL KOSPI

SanDisk_Made_Me_Rich

The companies that survive in 2030 will be in these categories (and many of them will be involved in all 3): 1. AI labs 2. Hyperscalers 3. Chip companies (memory, compute, etc). And to survive they will need to have differentiation and a niche. Vertical integration, proprietary LLMs, chip architecture (speed, throughput, memory), users, etc. In your bucket you want: Microsoft, Google, Amazon, Meta, TSMC, Micron + other memory companies, NVIDIA + other compute companies (AMD). These companies will be the winners. When the Neocloud's hyperscaler contracts expire in 2030 they will be left with 90% of their revenue gone. Maybe one or two of them differentiate enough to survive (Nebius is probably the best one right now)

Ok_Pollution7093

AMD doesn't have $567.50 strikes. Double check your position details before panicking.

Pazzaaaaaa

AMD, MU AND SKHY all kicked out of the 1T club

EngineerDirector

Full port into Tesla in 2019 Sell all for palantir in 2021 Sell all for AMD in 2024 Hi, it’s me.

gkdjsl

same with AMD, it's just prepping another bull trap for tomorrow morning

GuwopGOAT

NVDA, AMD, Micron, and Apple should fuse and become one big AI megazord

KittyLover-7

Probably stuff like AMD because when they bounce they bounce hard

TheRealistOftheWay

If you are in stocks like AMD, why are you worried about a red day? Close the app for a year.

gks007

AMD getting hammered my 585C need a lifeline

Big-Pomegranate3243

I'll tell you what I think: AMD and MRNA are pretty safe bets. Yeah, I know AMD is AI, but they're different from the other chips—they're actually needed, and in my opinion, they'll eventually decouple from the rest of the chip comparison at some point. 

AbleLimitz

Nah just a retail trader that had been winning and just got slaughtered on O DTE AMD options

andytobbles

AMD leaps are getting more and more obvious by the day as it inches closer to its daily moving agerages

Celticsmoneyline

maybe he sold his AMD and Intel calls after the Muse pump

BadaBingSil

yesterday I remember considering $650 calls on AMD for Friday now i'm not even sure if the $550 calls will print

Celticsmoneyline

certain popular large-cap stocks like Intel and AMD have a lot further to fall

Austin_Destroyer

Good glob, do people make and lose fortunes of AMD weeklies?

geneticdeadender

What happened? I'm out of the loop. My portfolio is at ATH so I'm obviously not buying what you all are. Yes, a big chunk of it is AMD.

MostlyNothingInvests

Robotics will be the next thing before 2030, AMD even has AMD Robotics Partner Networks. And not just humanoids, we are already seeing amazon starting to delve into drones, so similar concept

rdmiche

I definnitely have conviction and also being cautious about AMD as well. Right now my thought is to hold unti the next spike, then sell at a small profit. This is assuming the stock keeps trading rangebound like it has been, as it doesn’t seem like it will break out any time soon. Do you think this is too risky and I’m more likely to sell too early?

Efficient_Win_3902

December 16 after selling to close 10x AMD 600 PUTs Swing trading makes good money 

TofuPapa

If yall didn’t buy the dip on AMD, META or SPCX, I don’t know what to say

OPTCRulez

VEQT? If it has to be a specific company... AMD has been doing well for me...

NiceOwner

Only issue is, Iran hitting oil tankers again, PPI tmrw, fed on Oct 23, Chinese saying they had a breakthrough on chips against MU and AMD…. And inflation going up, mixed with bond yields up. And oil.

thuglifecarlo

Sounds like me when I started out but my annual income was 20K. Lived in the barracks so no bills besides internet, phone, car, and insurance. I put 1k a month into the SP500. Little did I know was that the money I invested while I was young would stat 90% of my investments 10 years later. I used only the SP500. Then I started investing in stuff like AMZN, V, AMD, NVDA, etc. Later I realized my individual stocks outperformed the SP500 every year. Not a bad idea to use the SP500 until you know how you want to invest. I dont know how to read the market or all that fancy stuff, but I was able to beat the SP500.

Individual-Big3997

AMD 567

znightmaree

I spent more than a 1%er’s yearly salary buying dips and LEAPS today GOOGL AMZN AMD DELL INTC SKHY

wowthisislong

weekly AMD collapse

OnlyTheStrong2K19

AMD

Glittering_Dig3798

I can't speak to their manufacturing process, but I do know they have some of the strongest, longstanding partnerships with companies like NVIDIA, AMD, and Intel

bad_detectiv3

you are right. I bought AMD right at ATH, before earning and it dipped hard and stayed there. It eventually went up and I’m in the money. But yesterday I had quiet bit of money in the sideline and yolo bought because of comments on Reddit. I’m regretting it so much. I waited almost a year or so. I gave in yesterday feeling “this is enough dip, it will go up tomorrow” yet today’s dip is way harder then yesterday and across NVDA and SOXX

yourgirl696969

If hypercalers even hint at slowing down capex in their Ears in a couple weeks, neoclouds are gonna collapse. AMD and memory will probably be next. And then NVDA. It’ll be a bloodbath

bearhunter429

#AMD going bankrupt LMAO🤌

BadaBingSil

profited off puts 0DTE on $AMD using some of that to buy $AMD calls for Friday i'm playing both sides so that I always end up on top

eileyle

I would place it in money market for a year and then invest after the bubble pops. But that's not what you asked. You pick a safe stock with growth potential. MSFT looks like they're screwing up XBOX, and everyone's going to hate forced neural chips for the next Windows version. Other countries are divesting themselves of GOOGL because they want data independence from Trump's America. AMZN also suffers from the GOOGL problem to a degree, but AMZN's core business is going to continue to be profitable so that's not going to affect them as much. NVDA is the answer because they actually make the NPUs that Microsoft is going to require, and eventually everyone is going to have to comply with the industry standard, leading to great growth. Apple, Intel, and AMD also make NPUs, and it'll be an interesting competition to see which one ends up being the industry leader.

BadaBingSil

profited off puts 0DTE on $AMD using some of that to buy $AMD calls for Friday i'm playing both sides so that I always end up on top

BadaBingSil

i think its a good metric but it could reverse its like whats happening right now like stocks could be down 1% like $AMD but huge volume accumulation and that means it's likely to reverse

BadaBingSil

AMD 575 put: * bought: **$2.87** * sold: **$8.10** * profit: **$5.23 × 1000 = $5,230** * return: **182.23%**

i_empathetic

AMD finally gonna go fill that gap?

Life-Trade-6514

Right. Except MU has a high margin than NVDIA by almost 10 points. My argument is that Memory and semi's should have the same ball park P/E regardless of what the P/E is. If they both are cyclical and both are producing the same amount of revenue and margins either A.) Semi's are severely overvalued (which i do not believe to be the case, except AMD) or B.) Memory is severely undervalued (which i believe to be the case)

BadaBingSil

pretty rare to see volume accumulation under -100 million for any ticker on thinkorswim and today we have 5 names falling under that parameter: MU, ORCL, DELL, META, AMD, QQQ https://preview.redd.it/k6cmb0rnlgvh1.png?width=571&format=png&auto=webp&s=e41d5677a236f51b0e51dd91b4948a5c152a8599

slippery-fellow

AMD was supposed to go UP 5%. Guh.

Celticsmoneyline

He sold his Intel and AMD calls at the top after Muse just kidding

Ok-Grapefruit-572

Just remember they use to call AMD advance money destroyer. Low 60s in coreweave feels like an opportunity

1098duc_w_the_termi

Bought the AMD dip. Just a small trade at first

BadaBingSil

$AMD 575 puts 0DTE made money on 600 calls 1DTE yesterday and now i'm on the other side feelsgoodman

M_from_Vegas

Idk end of week calls on the typical dumpster fire stocks that do dumb shit on Fridays MSTR TSLA SPCX MU AMD You know the usual degenerate stuff Safer play would be retreating to the big boys MSFT AMZN GOOGL NVDA META

G0D5M0N3Y

🤡🤡This is what happens when clowns buy things that are hyped with NO profits or earnings. Stay away from massive bloated P/E like Tesla, AMD. Stay away from negative earners like Spcx and this crap. Buy NIKE , Clorox, BSX, (profitable companies) at multi month/year lows, oversold RSI, dividends, etc.

sirzoop

AMD is my second largest individual stock position

slippery-fellow

AMD, if you could Shrek, that would be really cool right about now.

Mammoth-History-5772

AMD

andytobbles

AMD and MU are showing resilience relative to everything else IMO.

BadaBingSil

overnight I was pissed I didn't hold my $AMD 1DTE's through the close well they're down 90% so I guess it's not so bad

GaiusMarius7Times

i bought all the chip bullshit years ago because im a pc nerd. Only bought 100 shares of AMD at $25 because they were the only GPU competitor, thought it was a bad buy at the time.

Bichael-Murry

imagine thinking $AMD worths more than $100-110 fucking lol tbh

MachuMichu

I think MU could definitely dip but also has held its price incredibly well despite all the FUD (especially compared to other semi stocks). Consolidation during a period of FUD is usually bullish. This type of period is where its important to have conviction on your thesis, and is where a lot of retail capitulate. Just remember the same type of thing could easily happen to AMD. There could be a cpu supercycle and the stock could still not move. The stock is at a 150 trailing P/E and 40 forward P/E. There is a lot of room for price compressiom even as fundamentals improve. Eventually bulls run out of steam and support will be tested. This always happens regardless of how good fundamentals are. Both these stocks are core long term holds for me, I'd just be careful about overtrading based on current price movements. Thats how you end up selling low and buying high. You can have conviction on a stock and still be better off not owning any because you didnt have a good entry.

i_empathetic

You need buyers of the stock. Look at what NVDA did for a year between summer 25 and 26, essentially flat despite their PEG ratio being cut more than in half with triple beats every quarter. Because everybody who wanted NVDA already had it, and lots of other stocks became high performers, absorbing buyers in other prospects. MU is going to experience the same process. Things have to get fundamentally so rosy and sustained that the market decides to reallocate out of existing holdings and heavier into MU. That's going to take a bit. Everyone who believes the "cycle is years longer" angle is already in. The landscape has to convince the more conservative parts of the market to come over, or convince people to get out of AMD or META or whatever other excellent growth prospects and go heavier into MU. In short, buyers are no longer rushing the doors, fundamentals don't force more buyers if there just physically aren't any left.

milkywaygalaxy71

Those ones don’t move the markets, it’s the big ones like AMD, MU, INTC, ARM, MRVL

LaHhxL

Sold my AMD puts too early fuuuu

BadaBingSil

was pressed that I sold my $AMD calls yesterday for a 150% gain (600C 1DTE - $3 to $8) because after-hours $AMD was close to $615 so it could have been double but now, now I don't feel so bad (:

tomvorlostriddle

I can tell you for sure that trade-holding my AMD since 2020 was a much better idea than trading NVDA from 2019 to 2020 and from 2021 to 2022

Resident-Juice9763

Probably because they are strongly associated with AMD now

sw995

You’re confusing a compelling story with a compelling investment. “AMD did it” isn’t a valuation model, and a hypothetical 1% market share doesn’t magically translate into $10B in revenue or justify today’s price. OpenAI using CBRS does NOT prove CBRS can scale profitably or defend its position against Nvidia! And telling people they’re wrong because you got AMD right years ago? 😭😭 That’s ego, not analysis. Show the numbers, not the victory lap. SORRY!

MachuMichu

Id be careful about letting FOMO pressure you into rotations. Im a huge AMD fanboy and think a cpu supercycle is coming but the stock is crazy overextended right now and coukd easily have a big correction even if sentiment is high. It's ok to miss out on some runs, there will always be other buying opportunities in the future, just gotta be patient and wait for good relative entries

nerdy_donkey

AMD is up 177.65% over the last 12 months. Why would you settle for 25%?

Defiant-Fee-7550

Why's AMD been holding so strong ?

iCantDoPuns

youre the market and youre wrong. openai didnt choose nvidia over cbrs. theyre using both. if cbrs takes just 1% of nvdas market share that would be 10b in revenue, a third of their whole cap. MU is doing a $35b buyback, so 1 cbrs. They are ridiculously small for the false dilemma youre framing. Ive been in AMD since the teens. Analysts hated the company then. They hated it in 2023. Its SO similar. Ya know when AMD had a $35b market cap? When it was trading $21 in 2019. Would you go back and buy that if you could?

sw995

“The market is wrong” is not an investment thesis. OpenAI evaluated the options and chose Nvidia for a reason, and pretending that decision means nothing is pure cope. Sorry!! A sold-out backlog means NOTHING if customers can switch, margins disappoint, or competitors outpace you. Comparing a $35B chip company to AMD on the road to $1T is delusional fantasy, not valuation analysis. Try again.

iCantDoPuns

This is the sort of thinking that sent AMD from 200 to 550 in 2 months. Or rather the thinking that kept it at $200, just for everyone to realize they were missing the train. What's hilarious to me is there are maybe 5 companies making ai chips and only 2 for resale (nvda, amd). AVGO and MRVL are making custom ai chips on commission, and are trillion-dollar companies. OpenAI isnt using them for sol ultrafast, publicly, yet. Mostly cause why bother if the largest edge is more likely to be inhouse and self-recursive use. Why let a regard ask yet again how to get rich with an app when it can be used to iterate faster than anthropic? Even if its not automated self-improvement, all frontier models are trained using inference of past models. Why WOULDNT you do that with the fastest chips? If theyre limited why use them just to have users hit their rate limits faster for no increased revenue? And finally, OP said 10 years. They may not hockey stick in the next quarter, but their market cap is $35b. Find me a smaller company with as much to speculate about. You think space mining has a faster, larger rate of return? Competing with Spacex? You think spacex is going to double to 4T faster than CBRS can double to 70B? CBRS investors did not hoard its growth in private. You know the stories of people who forgot about PLTR stock 9 years ago? CBRS will make many of those stories.