AMD
Advanced Micro Devices Inc
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GPT-6 Astra is the start of the loop transformer era. AI hardware stock winners and losers.
Someone who lived through 1999 dot com crash...
Is a september Market Crash Something I Should Be Worried About? Need Advice
New investor with META, GOOGL, AMD, SCHG & PG — Should I take profits if September crash fears are real?
I do not have faith in the US dollar to not lose large amounts of value in the coming year(s). I want to hedge against this through digitally held assets, and non US companies. What are some methods to invest outside of it
Dell's $47B AI Supercycle Quarter: Full-Year Guidance Raised to $192B
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
I could have had $844k in the bank at 21, but I didn't follow my instincts. Anyone else with similar experiences?
Will Qualcomm CEO get the boot in this AI race?
White House Weighs New Round of Chip Tariffs - Politico
From almost blowing up my $80k account to now 3x original investment.
The AI Trade Part 2: How to play the current Market
Mag 10 (mag 7 plus AMD, Broadcom and Micron)
Semis Are Green Again, But I’m Watching What Happens After Nvidia Earnings
Intel is the only red on the entire chip watchlist today lmao
Took a ride on the regard bus to Wendy’s, was just about to start training
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Looking for different perspectives, sell or reduce my position in AMD.
high conviction bet for the next Week - $FRMI YOLO and DD
Sk Hynix operating profit MIND BLOWING FACT + SHAREHOLDER STATS
Sk Hynix operating profit MIND BLOWING FACT
Perfect AMD intraday scalp locked in gains, so clean
Is this AI hardware dip worth buying, or just FOMO?
$EYPT: phase 3 wet AMD data due literally any day, surprised there's not more discussion Been following EyePoint
Why do some people want to hold the same stocks for (possibly) the duration of their lifetime/work life time?
Cloudflare beat and jumped 15%. Peloton beat and fell 13%. Both reported the same night.
Anyone see the huge candle tail, wick on at least AMD and NVDA at 14:16
Your "Short-Term" Strategy is Wall Street's Profit Margin
Stock Market Recap for Wednesday, August 5, 2026
Stock Market Recap for Wednesday, August 5, 2026
AMD's Data Center revenue more than doubled, but its next gross-margin guide stayed flat
AMD beat on revenue, beat on EPS, guided Q3 half a billion above the street, and still fell 9% after hours. A lot of the "margin miss" cover
Why did AMD fall ~9% after hours — right after beating on everything?
AMD Record $11.5B quarter, 50% YoY growth, stock still gets sold: AMD earnings breakdown
AMD and SpaceX both grew fast. The market punished the cost of that growth.
AMD: From up $300 to down $100. Am I cooked?
AMD's revenue climbs 50% and data center sales doubled, but the stock is down
AMD’s revenue climbs 50% and data center sales doubled, but the stock is down
AMD missed EPS completelly (Hope this doesnt affect the bullish sentiment on the market itself)
What happened to AMD? Bad Earnings?
AMD to reach ATH this evening OR go back to yesterday's price
Please AMD and SPCX dump the market tomorrow!
four green days, one red, and the red one is the only one i learned anything from
Mentions
$AMD to the moon lmao. $530 loading
Rate hike ain’t holding AMD back
Not really much I can add, being back less than a month after a 5 year hiatus, however:If it's a stock I really want, then I only go out to the next week at max. The reason is that a stock can go higher than your strike, then you're blocked out from a trade that would have been better if you'd simply bought the stock outright. Yes, you have the premium, but that doesn't mean much as you watch the stock you believed in go higher and higher like a balloon into space. Had that happen with AMD a while back @$10 a share. Once it hit $17, I knew I'd never be able to catch it.
man you must live under a rock. they are getting throttled by AMD in server, largely because smaller dies are easier to produce with fewer defects and AMD runs them at higher peak frequency as well as gluing more together. their latest diamond rapids is finally pretty close to epyc after being behind for 90 years. 18A is the first time in about 10 years that they are "only" off schedule by less than a year. both are fine against ARM, who have raw garbage of a core design team. apple and oddly enough nvidia (recently) have better designs than ARM themselves, but neither are really pushing for enterprise saturation. Nvidia would rather sell a few racks for ten trillion dollars than turn their products into a commodity.
Why is NVDA so beaten down today when AMD was up?
leopold revenge trading AMD calls were the top
And I’m a pussy😁 After losing 25K on an AMD call option and another 8K on a SpaceX put during the late July Citidel ambush, I swear to God that I will never play option again
AMD has treated me right
Up 30% on these AMD puts but I'm gonna hold them until they go to 0 lol
Huh... AMD seems to be above where it was a few days ago when Dario and Altman were saying that AI was about to summon the Antichrist.
Funny how both SPY and AMD will hit 600 tomorrow
quick AMD pump to 600 no biggie
Made some money in AMD, INTC puts intraday. Picked up some NVDA 215 puts. Still very cheap. This shit is gonna tank after 2Pm
AMD is trading only and with this market, I buy 3 months out minimum but generally sell same day or if there is buying volume a few days max.
I'd sell AMD if you're still holding unless you wanna watch that go to 0 too. Wild to be buying that up here
Will more than likely close the rest of my GOOGL position. So much capital wasted holding this garbage for so long. Not only theta killing my shit, but its just down for 5 months straight. Should of closed everything when it went back up to $384. Sold a large portion of it for a loss and already made back like 70% of losses in a day with AMD.
>their Panther Lake are only 1.8 nm That's a marketing term. The gate measure flew out of the window when Intel started measuring something else. It's now just talking about 'generations'. >and use very little power versus their previous offerings. That's great... if you're comparing single instruction, single thread performance vs AMD... Except that's the wrong market contender? It's RISC aka ARM... They are nowhere near there. They should have invested into R&D rather than slash and burning for dividends 20 years ago.
After freeing up capital from trimming a large position on GOOGL for a loss, I started making money again. Today I will thank AMD.
Am I regarded for picking up some AMD 515p 0dte? They’re so cheap and with a rate hike + hawkish outlook this thing goes back to 500 by eod.
The AMD puts look juicy, but my brain is telling me that's too regarded
AMD: “our retail sales beat expectations!!” MU: “we cut retail because the data center buildout is giving us historical profit margins due to our oligopoly pricing. Oh yeah, we also just came out with some vertical packaging to widen our memory moat.” Market: Mwho? LFG AMD!!
Cathie reallocating from AMD to AVGO was definitely a Cathie sort of trade. 'Jesus take the wheel' strikes again.
This AMD pump is crazy. Puts are free
AMD going for that 150 PE
No way this AMD pump holds. Puts here
AMD up 3% on hopes and dreams
Why is AMD pumping rn
If AMD rips open, I'm shorting that bitch
Have you met Mossad? Trick question… YES YOU HAVE AMD YOU NEVER KNEW. OMAN FUCKED UPM HOW ELSE DON’T THE HOUTHIS INVADE THEIR IMPERIALIST COLONIZER AZZES. IR3N. LORDT HAVE MERCY YOU DUMB REGARDS.
Yes that's exactly my point, you made your USD not from bitcoin, but from other hype/grifting on a speculative asset. >Regardless, every 4 years it hits new highs, because it is an alternative storage of wealth, Lmao this is insanely circular, like all speculative assets. It's hit new highs approximately once every four years because that's about how long it takes for speculative assets to get renewed interest after catastrophic crashes. Similar timelines can be seen on other bubble stocks - Tesla, Gamestop, AMD, RIOT, Plug, QS, etc Stocks also have a limited supply, and are un-seizable outside of things like insider trading; bitcoin is not unique as a storage of wealth, it's unique in that it has no value if there's not someone willing to pay for it, whereas stocks do.
AMD’s non AI business is the strongest compared to Nvidia, Broadcom and Intel.
I have AMD puts but it's risky would not recommend
I’m not so sure about NVDA. But I’m more confident about AMD and Broadcom.
Even if the AI bubble were to burst in 2027, most of the quality semiconductor stocks like NVDA, AVGO, AMD would return to all time highs by 2030 again. AI bubble might eliminate the current growth driver. But that doesn’t mean their business will suffer from permanent loss of revenue. All these days I’ve been under the assumption that when the bubble bursts, no semiconductor stock will ever see an all time high again.
No. I did buy 2 houses in my lifetime and both did double in value. But, the only thing that doubled in value was the original sale price. If all the expenses and interest and everything over all that time was also added in, they probably didn't double. Anyways.. it doesn't matter. The past is the past. We live in the present. Prices are insane right now. Overinflated. I wouldn't buy houses at their all time pinnacle. Live way below your means, pump every spare penny into your big 5. My big 5 have been: Google, AMD, Nvidia, Broadcom and Palo Alto Networks. It's worked out pretty well for me so far... I must say
#As the leader of WSB bulls, I order you all to buy AMD/NVDA calls tomorrow LMAO🤌
AMD had some conference last week where they gave $3trillion AI market cap estimates by 2030, stock went way up last week too
AMD today did much better than Intel, what does that mean?
AMD & Intel are NOT competition.
Bought 21 AMZN call spreads and 12 AMD call spreads expiring tomorrow. Will see how it goes. Sold NVDA CC at $205 expiring Friday.
What about the people Who bought AMD @ $580 and NVDA @ $235? What happens?
Price targets are beyond useless. Remember that $3600 Sandisk one? There was just a sub $450 one on MU. If you trusted those things, you are still sitting there waiting on even $250 Nvidia, never mind the loftier expectations of a year ago. Meanwhile AMD has gone to $500+ which none of them were even close on. Then they will just throw them out and redo them to look less wrong and be wrong again when something reverses. Like they started calling $160-$180 ADBE just as it jumped to over $280. I can’t think of a worse metric to look at than price targets. The movie Wall Street made fun of this stuff decades ago as being mostly used by banks to manipulate the market.
Price targets are beyond useless. Remember that $3600 Sandisk one? There was just a sub $450 one on MU. If you trusted those things, you are still sitting there waiting on even $250 Nvidia, never mind the loftier expectations of a year ago. Meanwhile AMD has gone to $500+ which none of them were even close on. Then they will just throw them out and redo them to look less wrong and be wrong again when something reverses. Like they started calling $160-$180 ADBE just as it jumped to over $280. I can’t think of a worse metric to look at than price targets. The movie Wall Street made fun of this stuff decades ago as being mostly used by banks to manipulate the market.
Expiration tomorrow. At the money spreads with slightly cheaper put hedge. Defined risk. Have 21 spreads; max profit is only $700; max loss is around $300. Similar play on AMD, however slightly in loss now because it ground down. Plan is to manage them end of day tomorrow if price is still right around the strikes. But usually price breaks to either side in which case i keep them on and let them expire fully ITM or OTM.
Yes, will be interesting to see market reaction to increasing supply of shares from overvalued IPOs, equity offerings (Alphabet, AMD, Broadcom and Oracle to name a few, raising billions) and less/zero free cash flow to support buybacks that simply counteracted SBC 😂
Im not short. I just want to see AMD die
NVDIA you sloppy POS, how much longer are you gonna let AMD little-bro you smh
Oh hey my AMD puts paid off
AMD has been a money glitch for several months now. Buy in around $430-460 and sell sometime in the $500's
Can AMD go under 500 today pla
Dang I done goofed selling all my AMD for small profits this morning
I really wanna buy AMD puts
Why shouldn’t I buy AMD puts
The problem isn't finding customers. NVDA's PE is low - well, by today's standards - because of their massive margins. If demand stops being euphoric and they actually have to compete with AMD and Intel pricing-wise, even if they sell everything they make, that PE will skyrocket real quick.
That was true like a year ago. I bought an R9700 32gb for a little over 1k bucks back then. Since then, models have gotten a lot smaller and a lot faster and a lot smarter. Around Qwen 3.6 27B, it started feeling REALLY close to Sonnet performance. But I only got like 20 tokens per second when it first came out. Then the quants got better, MTP came out, all the AMD bugs in llama.cpp got fixed and my configs got better- I ended up hitting just over 50 tokens per second in 3.6 27B and it's a smart model. 3.8 has come out since then with MTP built in and it's a little slow but a lot faster than 3.6- ie, it seems like it is going slower but it reaches the correct solution faster. I use it to drive hermes and also for coding.
I was too chicken shit to hold AMD puts Friday apparently I should have
On Monday, Cathie Wood-led Ark Invest executed significant trades, notably selling shares of Amazon.com Inc. (NASDAQ:AMZN), Advanced Micro Devices, Inc. (NASDAQ:AMD), and Palantir Technologies Inc. (NASDAQ:PLTR). Ark purchased shares of Meta Platforms Inc. (NASDAQ:META). These trades come amid a broader market context of fluctuating AI-related stocks and strategic shifts within the tech industry.
What happened to AMD today?
Ummm, what are you even talking about? The market didn't believe Trump. SNDK down 5%, MU down 5.25%, ARM down 9.74%, AEHR down 12%, INTC down 5.6%, MRVL down 7.3% AVGO down 4.77%, AMD down 4.4%, nVidia down 3.36%, Dell down 5.8%.
No fuck "frontier AI". Fuck you and your mama. We need open source AIs to obliterate OpenAI, Anthropic, NVDA, AVGO, AMD, ETC.
guys whatever loss u incur today, u can make it back in october | Company | Expected report | Why it matters for NVDA | | --------- | --------------- | ---------------------------------------------- | | **MU** | Sep. 30 | HBM/memory demand, AI-server demand | | **INTC** | Oct. 22 | Data-center / foundry / server read-through | | **GOOGL** | Oct. 28 | AI capex + data-center spending | | **META** | Oct. 28 | **Huge AI capex signal** | | **MSFT** | Oct. 28 | Azure + AI infrastructure spending | | **AAPL** | Oct. 29 | Less direct for NVDA | | **AMZN** | Oct. 29 | **AWS capex / AI demand** | | **AMD
$NKE make more cash flow than $PANW Check attached last 6 quarters Also market cap. NKE make more cash flow than all cybersecurity . $NVDA $MU $AMD $AVGO stressed $CRWD $FTNT $PANw $SAIL hype today by Algo Algo following story, pump one day crash next day , 0DTE https://preview.redd.it/biu7lhykjjph1.jpeg?width=784&format=pjpg&auto=webp&s=f4a69f8ffcb8d99c4161cc27ed1a4d807edeb92a
AMD always starts this Vshape around this time and I'm always late on the entry
AMD appears to be doing this also no?
Leopold's positions on Sept 11th (Situational Awareness - Public): SNDK: Jan 2040/2200 calls - $57M prem, $198M delta, $1.04M vega BE: Jan 250/310 calls - $48M prem, $140M delta, $565k vega INTC: Jan 105/115 calls - $48M prem, $185M delta, $870k vega CRWV: Jan 105/115 calls - $43M prem, $160M delta, $770k vega DRAM: Jan 65/70 calls - $43M prem, $173M delta, $855k vega SKHY: Jan 190/210 calls - $39M prem, $148M delta, $710k vega AMD: Jan 540/580 calls - $36M prem, $193M delta, $1.08M vega
Just stubbed my toe on the coffee table. When ever this happens AMD usually falls 10% 😔
Am I cooked if I bought AMD @ $521? 🙂↔️
My AMD puts probably going to still be worthless by the end of the day lol
To be fair that’s the index fund doing what index funds do, diversification protecting against a sector downturn. Stocks which attribute more of their valuation to AI specifically are down significantly more pre market. Ie AMD, Nvidia and memory stocks are all down more than 5% overnight and pre-market. Not exactly “freak the fuck out and panic sell everything right now, it’s so fucking over” just yet, but it’s not nothing
I bought more AMD during the PM. You can take a stoned horse to the bar but you can't force him to order a glass a water.
MU and AMD for starters... and SLS
Berkshire declared last week they are buying AI stocks. Looks like a secret handshake with BRK to buy cheap. So that more money comes into AI stock. Watch out next few weeks where BRK declares they bough lt AMD or NBIS etc. Those stocks up 30pts up.
AMD target 363 gap fill INTC target 70 gap fill VRT target 208 gap fill then we BTFD
I’m 68 and living off investments. 50% of my portfolio is in fixed income, 40% ETFs, and 10% individual stocks (AMZN, AMD, GOOGL, CVX, RTX, RDDT, NUE)
If OpenAI can't fall, AMD will be artificially pumped up. Hard to short it.
Has to do with their circular financing deal with OpenAI probably. The higher the share price for AMD, the more purchasing power OpenAI has.
It's hard to put into words how overvalued AMD is
It still is. They’re using pricing power to raise future earnings, which is what has led to the stocks taking off. The backlog of orders is priced in. Further growth is depending on the thesis that *this time is different* is linked to the perceived necessity of HBM moving forward, high projection for a technology that AMD and SK Hynix designed a decade ago and saw no real profit from until recently. I like $ARM as well. Just not as mature of a business from a diversification standpoint.
I finally just sold all my AMD, I was in at $3.50
AMD has gone up a lot, Im at 30% now.
No idea how 120PE AMD getting price target upgrades from the same analysts that are downgrading all other AI stocks for being risky
AMD got a ton of upgrades so probably green. Doesn’t make a lot of sense but seems fun
i just found out that i can afford a $600 AMD 9900X + the MSI B850 Tomahawk Max WiFi for $200 but i can't afford $10,000 256GB DDR ram
Thoughts on AMD tommorow?
Damn, so it's basically Lusa Su on the right? Calls on AMD
Its to snub out Apple and AMD because the Mac Ultra and Strix Halo have more than caught up on Local AI.
How is AMD $501 on hyperliquid big gap in open? Or more moves down
How much will AMD and INTC be down tomorrow?
AMD getting all these upgrades. And other AI stocks doing equally well with same catalysts are getting analyst cuts. Market is irrational.