AMD
Advanced Micro Devices Inc
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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.
You will never beat the market unless you understand this one thing…
Genesis Mission Expansion: Tech giants commit $2.4B in compute to bridge AI with federal Quantum & Science research
AI Doesn’t Give a Fuck About Recession
$NVDA is now worth more than $META, $AMZN and $AMD combined
If you describe current conditions to an old AI (2024 deep seek) you can get it to predict the future (now) and the future (tomorrow).
AMD still the top momentum trade
I picked a bad time to sell AMD covered calls 😭😭😭
I picked a bad time to sell AMD covered calls 😭😭
AI is the best thing to happen to an average man
Advanced Money Dispenser Leap Positions
Don’t time the market folk: S&P 500 rises to record high as oil and yields move lower
AMD plans to substantially increase supply in 2027, CEO says
Hello WSB 👋 would any fang or finance people want to connect on LinkedIn?
Xanadu and AMD launch Backline to streamline CPU, GPU, FPGA integration for quantum technology
Top stocks hitting 52-Week Highs/Lows - October 2, 2026 📈 📉
Why did everything take a dump except AMD?
Am I being a bad person by investing in the stock market?
Why is there a big hate against Cerebras ?
I think AMD just became a LEGIT long term BUY
Industrial Picks-and-Shovels Compounders like Amprius, Ouster, Allegro Microsystems (also Nvidia, AMD, ABB etc.)
Nvidia, AMD want Trump to keep their chips flowing to China
AMD acquiring Fei-Fei Li's World Labs AI firm in deal worth $8.2 billion
CYV: $13m market cap, $30m cash, no debt, fully funded to human data catalyst
Top stocks hitting 52-Week Highs/Lows - September 25, 2026 📈 📉
I love that you can see my divorce, my layoff, and when I discovered options on AMD.
Mentions
Probably because in the past few years it has converted its potential into actual gains insane revenues for the company. AMD has catching up to do and investors are banking on that with a high share price
The day she leaves is the day I sell all my AMD stock
AMD took PC market share from Intel but they are also predicting a big decrease in those sales in 2027
I’m incredible. Talked myself OUT of buying AMD calls. Another one for the books.
Nvidia is being priced to lose market share to AMD, but Nvidia is for sure undervalued right now
Really nice to see the AMD bears from last night get their shit kicked in
They are actually faster than AMD in many instances. But expensive.
Surprise!!! It was all priced in already - semis going to fly today- thank you AMD https://preview.redd.it/m730ccz7ikzh1.jpeg?width=1183&format=pjpg&auto=webp&s=4dddfcfc704cca28728d230812023bc79775a484
INTC blaming memory prices for weak consumer demand, but that is not a problem for AMD. Are Intel processors now so much worse?
I think the 25x makes AMD look worse than it is, because trailing profit is lagging the story. Q3 alone came in at $2.4B net income, almost double last year, with data center up 97% to $8.5B. Nvidia's still in a different league, but annualize that quarter and the gap is closer to 20x than 25x, and it's shrinking.
Those revenue numbers are right, about 13.4B for AMD last qtr and Nvidia guided about 108B but 8x the revenue with 6x the value means AMD is already priced higher per dollar of sales. Faster growth can justify that, which is the part I think is already in the price.
You are wrong. AMD revenue past quarter is about 13.5 compared with Nvidia’s projected 108. 108/13.5=8. Given that AMD growth will be higher, the market cap is justified
I agree that a large part of any growth stock's price is future growth. My point is about the size of it. AMD is valued at about a 6th of Nvidia on about a 25th of the profit.
The underdog part makes sense but AMD did dump. It closed near $578 on Oct 28 and near $467 on Nov 2, about 19% lower in 3 sessions before it even reported.
Nvidia's lead shows up in ROIC too, \~60% vs \~8% for AMD. Deals like Xilinx drag AMD's down (goodwill and intangibles are most of its equity now). Through your S&P fund you own both teams anyway, so you don't have to sweat which one wins
Never thought I'd live to see the day when AMD saved the market.
They stagnated as a company way before 2010. AMD CPUs were beating them by 100% or more in performance per $ by very early like 2002. 2006 Core 2 duo was a blip on the radar when they took back the crown, then they stagnated again.
daymn 👀 we're not just green, we're post AMD pump green 🙌
Anthropic and OpenAI is what killing the Ai trade. I think we should ALL log onto the official NVIDIA You-Tube site (and EVERYWHERE ELSE) and campaign for NVIDIA to make it's own AI-mode to replace ANT and OpenAi ... That will solve the ONLY real problem with the Ai trade - - NVIDIA is 5-trillion and if they were to be an ALTERNATIVE to ANY and OPenAi then the Whales would ALL know that the industry is saved. Only we can campaign, each and every one of us needs to get this word out there ... only NVIDIA can save the Ai trade now. The problem is ONLY with ANT and OPenAi and NOT earnings with AMD, NVIDIA, Micron (etc) - we have the SMALLEST companies holding up the AI-world instead of the biggest ones!! I am SERIOUS now - let's stop wating time posting on Reddit and post on NVIDIA You-tube official website, I want YOU to campaign with me ....
People forget that big money is in Democrats pockets too. Seems you forgot this as well. What I expect is the Democrats to do is appear to scrutinize the AI data center build but practically not much will change because this is also a national security issue against China. People have gotten far too negative and your comment highlights it. To me all of this risk is now priced in and maybe even overdone. We see this in the bounce in AMD and SMCI stock on their earnings reports. Basically the fundamentals have not changed. It’s just people like you looking and searching to try to find something that shows a slowdown and since the AI trade is high beta, it just dumped.
People forget that big money is in Democrats pockets too. Seems you forgot this as well. What I expect is the Democrats to do is appear to scrutinize the AI data center build but practically not much will change because this is also a national security issue against China. People have gotten far too negative and your comment highlights it. To me all of this risk is now priced in and maybe even overdone. We see this in the bounce in AMD and SMCI stock on their earnings reports. Basically the fundamentals have not changed. It’s just people like you looking and searching to try to find something that shows a slowdown and since the AI trade is high beta, it just dumped.
I can tell you from my perspective working on innovation teams for an advisory team that consults these big companies, there's a lot that surprised us here, and that is translating to this election result in frankly ways that surprise me. But it shouldn't I now realize. Here's the problem statement basically. AMD and SMCI really need healthy customers to keep buying more. We aren't thinking here about growth flatlining or reversing, that would be actually catastrophic, but it's out of scope for us here. I have no reason to think that. That would be doomsday. But the question is, what does it take to keep their customers healthy enought to keep buying more, and then more, at faster and faster pace? It takes all these human beings not electing a Congress that intervenes with regulation on where to build datacenters and how to use the tech. But the problem is, that's not viable really. And I can tell you as a little inside ball that companies who get the messaging of this even slightly wrong (let's call Abbott very wrong, so think people much more subtle and measured than Abbott was) are seeing their AI rollouts just fail. It turns out that people who work at companies, or in policy or leadership roles, are going to just be in your way if they don't feel they're meaningfully deciding the direction and impact of this tech. It's not going to be top-down direction or just wholesale disruption. At least, that is not viable in any of the dozens of big corpo machines I've been involved with on this front so far. And that really wasn't the expectation. The expectation was that we'd be steamrolling the people who didn't want to be a part of all this if it displaced jobs or disrupted. But that turns out that... basically every single warm body you can put in a job based role isn't going to play along. Period.
There definitely should be a long term trend of the technology generating cash, and that cash generation will definitely be rewarded. But this interim time, people have to get into the business of guessing the exact path the cash being loaned to the business takes. Does it go down at a slow enough pace to keep creditors happy if you're one of these big NVDA or Anthropic customers? Then your credit lines are active. If those models move even slightly, your credit limit is 000.0000 and your outstanding balance is now due. The companies doing a lot of the actual infra and physical hardware are so leveraged that you should think of it more like a margin call than anything else. Think like that's your customers of NVDA and AMD and Microsoft, and I can't tell you the extent of that no one can. But there is going to be some adjustments made here yes.
We don’t know. Today everyone is operating under doomsday scenarios regarding AI slowdown yet none of this has shown in AMD, SMCI earnings or forward earnings. Basically people are trying to time or predict when peak spending is so they can jump ship. The issue here is that AI stocks are already down tremendously. They priced much of this in. At this point the risk is that the narrative flips and they miss the next leg up.
i panic bought after AMD earnings then i panic sold after dems sweep and now i'm panic buying that i was wrong both times
People who bought, say an NVDA or AMD in 2017 or so are not selling it because of this. They either already took lots of money out of this thing or are riding so high they wouldn't be hurting too badly if it fell even by say 10-20% over the next few months to account for updated growth and cost structure expectations. Short version, a lot of the largest holders have good reasons not to care about this right now. The problem is really going to be credit. Who's going to lend to the businesses that are an NVDA customer so they can keep buying more product next year than they did this year? That's where the friction lives.
All unproven assumptions. Yet AMD and SMCI just posted more blowout earnings showing the AI trade is alive and well. I’m not sure when it flips but when it does I think it flips hard to the upside. Basically, after this selling in October the risk is to the upside in AI. AMD and SMCI confirmed it.
AMD green and dems win??? We eating the good nuggets tonight
I guess AI trade is back. AMD up huge.
AMD the only reason all AI isn’t -10%
AMD ANET SMCI still green
Very nice. What is AMD’s current price?
AMD calls are ruined 😒
AMD mooning and everything else is fuck, what kind of backwards shit is this
Lmaooo AMD bols, we are soooo back
Market should go big green, not red. There is no uncertainty anymore. Probably war ended soon with new war power, gas prices & grocery prices drop. AI data centers both party support, not issue. $NVDA $GOOG $META $MSFT $SPY $QQQ all move high. See $AMD great earnings. $MU
The peg ratio for AMD is atrocious. You should probably look at the difference between the p/e and forward p/e instead as it gives a little solace. The selloff is crazy.
AMD up on market earnings! Aaaaand nasdaq plummets another 3%
Dems are saving the day after my horrendous AMD short into earnings!!! It’s almost fully retraced its earnings pump in AH/ overnight trading!!!
AMD -7% eod tomorrow
Odds $AMD is down tomorrow 1-100??
How it’s gonna feel to cash in my $AMD puts tomorrow :chad:
am i screwed? i went all-in Long on AMD AH
I have 3 AMD $482.5p expiring tmrw that will be worthless at open. But at least my 32 SPY $754p and 12 $750p expiring tmrw should print nicely
help me understand AMD on the dip??? Calls?
AMD is STILL deep green that is crazy
Koreans are desperately holding up AMD rn
Yeah I get that and maybe AMD will still pump enough for me to kick a little profit worst case theta kills them both tomorrow. I knew 560 was a stretch even with earnings but my qqq put doesn’t look so bad right now.
Lmfao AMD is now below 500. Where are the bols who were clowning on my short again? Im not only not getting liquidated, i might leave the short open
Well fuck looks like no one's making money on AMD unless it makes a big move at open
Right at close picked up an AMD 560 call and a QQQ 665 put to hedge did not expect my qqq put to print after AMDs earnings but maybe it will. Kinda expected their earnings to make people roll back into tech. Maybe they both will hit tho or atleast break even on my AMD.
I’m divided between politics and my wallet. My AMD calls are kinda bunk now, and yeah probably a 30% hit to their bottom line as projects get canceled/postponed. But I guess this is better for the people living next to these centers.
AMD put holders .. lets go!!!!
u/bearhunter429's AMD prediction is this 🤏 close to being true https://imgur.com/truck-almost-hits-pole-kuplW0m
Leave AMD alone koreans
Stock market had to crash so AMD call holders would get fucked. It was worth it.
Bro AMD is gonna be red tomorrow
AMD's 500 support broken please damp it
My AMD puts might have a chance
Can AMD just dump already, stock edging me.
We should celebrate the great AMD and ANET earnings!
I feel bad for hyperscalers - specifically IREN and CRWV holders. They’re going through it tonight. Probably felt really good after AMD earnings and pump lol
AMD is below Mondays close :cry:
Kind of wild that AMD hasn’t fallen more yet
AMD picked the wrong day to report, why Lisa, why?
Horseshit sell off. Think about it. Why would AMD still be at 500 if the AI trade is over.
AMD is still holding strong Kinda impressive
AMD plummeting tomorrow
My AMD theta position is going to be just fine
That’ll teach you not to have earnings on Election Day AMD!
AMD puts are way to free huh
Intel shat the bed, Nvidia can’t deliver, Samsung sunk their market and Qualcomm are knocking one out in the corner like a cuck …. So yeah AMD
imagine thinking were in a bubble when AMD is going to significantly more than double their bubble next year as per the earnings calls
AMD trying to hold on for dear life
Idk either, when I looked a few hours ago when AMD posted earnings, it was a sea of Shrek dicks
yikes, my DAMD inverse or short on AMD is almost back to where I bought it b4 earnings came out. Uh oh.
AMD put holders saved by democrats
>AMD forecasts more than 80% revenue growth in 2027 #Not when data centers are banned LMAO🤌
Hope they are ITM. IV from AMD earnings from OTM ones are going to get crushed
AMD back to 9:45am levels. Earnings totally erased
horysheet is AMD gonna open red??
If AAPL, PLTR and SHOP crashing saved the market Then AMD mining should crash the market logically Black Wednesday
At work a trend is pushing out as many Intel Xeons to the pasture in colocations and replacing them with more AMD stuff to use less rented rack space... its like the Opteron era all over again. Still interesting what Zen 6 will look like, if Intel Core Ultra 400 has better promise in scaling cores it could lead to mixed hype for next gen chips as a whole. The key point is most Ryzen 7000 owners could be holding out for Zen 6 like Ryzen 5000 owners so the sales numbers for 2027 might beat Intel. Consumer spending is different than business spending, if consumers skip desktops for 5-8yrs they buy only when the great leap of performance arrives. Zen 6 needs to beat enough metrics to push consumer demand.
I wish AMD had bad earnings at least it would've crashed hard and my puts hedge would've printed
AMD management regretting holding earnings call on erection night tsk tsk
AMD wasn't enough to stop this killing 🥀
wtf happened to AMD?????????
Sorry AMD call holders, it’s gonna go red. Bubble still popping.
Y'all AMD puts are not going to print 😂😂😂
Shocker, intel and amd have been different companies for a long time. $INTC is completely washed. $AMD is roaring into the future.
it 100% will rally. On one hand u have market overeacting to something everybody knewe and with 0 consequence cuz no super majority in the senate change nothing about AI builtout, on the other hand you have AMD printing money with great results and showing the AI thesis is still alive. Fomo will kick in soon. They dont want to miss out on the money there is to be made.