AMD

BadaBingSil

\+150% on AMD calls bought the 600 calls (0DTE) @ $3.50 sold at $9.00 gg fucking ez

blitzdunce

buying every AMD dip is a no brainer

OnlyTheStrong2K19

AMD 👌🏽

SpiderWil

if u wanna trade risk but also make money, do DELL > AMD > BE, those pay the most

miss_L_fire

I just need AMD back to $620 eod is that too much to ask??

Sufficient_Habit5091

Is the modern money printing era, is lost decade even possible anymore? During 2020, the global economy literally collapsed. 14.7% US unemployment rate basically Great Depression levels. But... SPY was mega green almost +20% that year. Even flash crash may be impossible as we pre-emptively inject money before anything happens. I'm still bearish with some cash just because things look so irrational and detached from reality. Such as AMD giving away $200B of chips for free to its customers. But I still can't justify less than being 80% invested.

Ill-Ad1603

AMD is that cockroach that doesn’t die no matter how hard you hit it.

CheapHero91

i am up 70% on my AMD puts

AdditionalScarcity77

NVDA makes largely standardized GPU's, AMD makes CPU's, Broadcom is mainly selling infrastructure software and ASIC's. While there is some overlap, I don't think all of the are necessarily competing in the way wall st makes it sound.

albearcub

But if the boom continues, AMD and other chipmakers can price hike as well. It seems like Meta/Open AI are contractually locked into quantity rather than price. The estimates for Rubin have it at $40b revenue per GW but we've already seen both companies price hike in the past few months. Not saying you're wrong about the free chips but I'm skeptical that normal retail traders are fully understanding this deal.

Wowmuchrya

The market is pricing in concentration risk, not a crash. Nvidia has the same 5 main customers as AMD and AVGO. Unless you believe all 3 of these companies are going to sell 100b in chips each to 5 companies that cannot generate 300b net profit annually (2 of which burn 20b a year and make nothing) then the right thing to do is stay out of the way or short any pop.

wdwentz93

AMD 635 C at open?

ConcentrateSea5895

Keep this green forever, I need another holiday funded by $AMD

Busy-Needleworker523

Usually people don’t understand it gets priced in before hand. I bought AMD at $120, when I was called advanced money destroyer. By the time it was called advanced money dispenser and people were willing to buy it, it was already $400-$500 lol. It gets priced in… 

Remarkable_Cat_8696

Yea. AMD locks in a major customer, and Meta can get 10% of AMD's shares for nearly free.

Duke_Quail

Meta pays cash for the GPUs, while the warrant gains are just on paper until AMD’s stock performs. Calling it "free compute" seems generous when AMD still gets a real bill.

wilhelm96

AMD and MU aren’t even down 3% yet. Snoozefest

Wermys

First video games doesn't move much in the way of revenue. Neither does Quantum computing since its theoretical. OpenAI is likely the loser here. But investing in Anthropic is smart. As far as the core business I don't see weakness. Shorting Microsoft is dumb. Going long on Microsoft is a safe thing to do. But don't see Nvidia/AMD like jumps in value.

BasisNo3719

That $200B is chip sales, not what AMD keeps. AMD only earns its margin on those deployments, while the warrants are a claim on future earnings. Compare margin dollars to stake value at exercise before calling the chips free.

Ok_Support_6454

Exactly. It's not like we're talking about shipping off the shelf GPUs. AMD and Meta co-engineered Helios.

Crema2713

might get 20 AMD puts expiring in one month,

UglyMort

If AMD is -5% today I’ll buy a RX 9070 XT and a 9800X3D

Sufficient_Habit5091

> I don't know if free is worth it, and to some extent yes the shareholders or the stock market in general are providing the financing. It is actually free though. In fact, assuming this bubble keeps going, it's not going to just be free. AMD will literally be paying OpenAI and META to use their chips.... Since the equity could soon be worth a lot more than the cost of the chips they are obligated to purchase. This reeks of irrational exuberance honestly, not savvy business deicion.

socalkid2428

I don't know if free is worth it, and to some extent yes the shareholders or the stock market in general are providing the financing. But let's assume they basically are giving away the chips for free. I think in the current environment with compute constrained as much as it is, and unlikely to get better any time soon, there's a lot to be said about the fact that companies will not choose AMD to build a general purpose data center when it's just not a sure enough thing. They know Nvidia's chips and software will work. If you're spending a few hundred million on an AI training run you're not going to risk it on AMD. But only a few customers can really justify porting their system over to use AMD (Open AI, Anthropic, Meta, xAI, etc). Having other companies see them successfully use the chips and see a total cost of ownership being lower than Nvidia would be a big deal. Right now AMD is probably behind Nvidia, Google, and Amazon with regard to AI chips. They risk basically being squeezed out at least until compute is so ubiquitous that you can afford to go with something not as good to save some money. Anthropic basically helped prove that Trainium can work at a large scale but I'd argue they've handicapped themselves by using Trainium and being more compute limited than Open AI. But they didn't have the resources to build on Nvidia until more recently. Google showed their TPU can work as well with their own product. So going with the premise that the chips are either free or heavily subsidized, I think there's a reasonable business case to do it anyway, because you get included in the discussion. Now it makes sense to build an AMD based data center, if you can get Open AI and Meta as customers, and then you can sell the excess compute at a presumably cheaper cost to other companies.

Sufficient_Habit5091

Front page of r/stocks is literally filled with people arguing that AMD should give away their chips for free and it's a smart decision. AI cultists have utterly and completely lost their minds.

socalkid2428

As Jensen has said, competitors could give away chips for free and it still wouldn't be cheap enough. I don't know whether this amounts to free chips or just chips at a discount, depends on how you value the warrants. But contrast it to Nvidia's deals where they get a piece of the customer when certain chip purchase/deployment obligations are met. It's probably still a good deal for AMD to simply get a seat at the table and maybe get people developing for AMD chips.

Sufficient_Habit5091

Stop spreading lies. Sure AMD may still get some benefit from this deal. But it's still objectively free chips. They're literally getting MORE than what they are paying for the chips in equity.

daft61lunacy

You are so wrong about this deal. I would not describe Meta or OpenAI as “buying chips for free.” AMD is trying to overcome one of the hardest problems in accelerator computing:  ecosystem lock-in . A hyperscaler doesn’t merely substitute MI450 for an Nvidia GPU. It commits engineering resources to ROCm, optimizes models and kernels, validates networking and rack infrastructure, trains engineers, develops deployment tooling, and potentially designs future infrastructure around AMD’s roadmap. Once Meta and OpenAI have deployed multiple gigawatts of AMD hardware, AMD has done something strategically much more valuable than selling one generation of accelerators: it has created two enormous reference customers and weakened Nvidia’s CUDA/platform lock-in. Today’s ~$630 price itself reflects investors   expectations about AMD’s AI business including these hyperscaler wins. If AMD had never landed OpenAI and Meta and consequently remained a $200 stock, the same 320M shares would be worth only about  $64B .

usobeta1000

Meta's basically buying an AMD supply/roadmap seat at the table. Bigger question is how much dilution actually hits?

soclear1700

So if there was an China to buy AMD rumor it would be up 10%, but NVDA I'd down

PositiveFluffy968

I can't put my finger on it, but my confidence in AVGO is VERY low, and NVIDIA is the better buy (or AMD or Intel even better than NVIDIA). AVGO profits and margins are poor over the shorter-term, longer term they look good, but long-term holding AVGO is risky because of memory cost increases and also the longer you hold the greater the risk of The Unknown.

Sufficient_Habit5091

This is as bad as the OpenAI deal. Literally OpenAI is giving META equity worth $100B (or a lot more depending on how long the bubble lasts). In exchange they buy $100B of chips. People will try to frame this as Honda Financial giving you a loan to buy their car. It's more like Honda giving you equity in their company for free, worth more than the Honda itself. *Yes it is as dumb and lopsided as it sounds.* *Yes it is circular nonsense powered by loose financial conditions.* Essentially AMD and OpenAI are buying chips for free. People will desperately try to frame this as "locking in customers" "forcing their customers to work around AMD" and other such copium. But you don't do that by giving away 20% of your company.

Sufficient_Habit5091

So AMD investors give them $200B+ in free stocks. And in return they have to buy $200B of chips. Holy fuck this is a clown fiesta.

Diguojigood

The money comes from AMD investors

Sufficient_Habit5091

META, AMD deal equally retarded as OpenAI. r/stocks mouthbreathers actually defending AMD giving $200B of chips away for equity worth $200B+, essentially giving their customers free chips and 20% of the company lmao.

weird-fishz

So would it be a good time to sell my AMD

Sufficient_Habit5091

This is as bad as the OpenAI deal. Literally OpenAI is giving META equity worth $100B (or more depending on how long bubble lasts). In exchange they buy $100B of chips. People will try to frame this as Honda Financial giving you a loan to buy their car. It's more like Honda giving you equity in their company for free, worth more than the Honda itself. Essentially AMD and OpenAI are buying chips for free. Yes it is as dumb and lopsided as it sounds. Yes it is circular nonsense you see only in this loose financial condition environment.

Busy-Needleworker523

That’s how the AMD sub was in 2023 except we were right. 

OffToTheGpuLag

I've been trying to talk about the tax implications, but I'm happy to discuss the trade reasoning now you accept its a legit example. Effective cost basis is same as the example, I sold three contracts for $53.K premium each, so avg of $465 ps if assigned. There are a few reasons I chose this: 1) Upfront premium reduces my existing margin balance by 160K, saving me about 16k over 2 years. Also got $50 lower entry due to extrinsic value, and am happy to own the shares if assigned. 2) Cost of a stock carry. In my country there is a yearly tax on all shares owned, regardless of P/L. Selling A deep ITM gives me synthetic non taxable exposure until assingment. 3) As per post, getting assinged might be the most tax efficient way to have upside exposure, so it makes sense to sell deep ITM if im looking for that. I already own a sizable AMD position, and I think AMD has a reasonable chance of being above the strike by expiry anyway, so I’m also comfortable with the alternative outcome where the puts expire and I pay whatever tax is due on the premium.

sport912x

What is the logic here. AMD is 630 so you are 370 intrinsic value, way ITM. The Bp is 60k per option. If the stock stays the same and you are assigned you would pay $1000 , minus the 404, or 606 for a 630 stock . The problem is if the stock goes down $50 to $580 , you are still paying $1000 for the stock. People Sell Puts OTM not ITM. Maybe try viewing Tastylive , or even better Lossdog with the founders of Tos and Tasty. [https://app.screencast.com/w3q8lISegp4kn](https://app.screencast.com/w3q8lISegp4kn)

DressedInPolo

well i pray for us both, I remember having 80k calls in June one day, I think it was week before AMD reported. It was 8:30 am my time, I was up 15k. I went to eat came back and the market sold off so bad I had to exit with 25k left. THen next? It came roaring right back

TechTuna1200

And the deal essentially made Meta prioritize building its own infrastructure and engineering skill set around AMD chips, creating stickiness with AMD. Essentially, the deal locks Meta in as a customer, not only for the first 6GW, but also for anything that comes after that, should the need arrive. Yeah, your slice of the pie is gonna get smaller (if Meta follows through). But at the same time, the pie is gonna be much bigger.

zuguzugu619

A mysterious billionaire offers you 200 shares of every company in one portfolio, but whatever you pick can't be sold for 10 years. Which would you choose? Portfolio A: Apple, AMD, Coca-Cola, Nebius, Palantir, Costco. Portfolio B: Broadcom, Nvidia, Micron, Tesla, Visa, TSMC. Portfolio C: Microsoft, Amazon, Robinhood, Walmart, Meta, Caterpillar. Portfolio D: Google, Netflix, Waste Management, CrowdStrike, SpaceX, Uber.

OffToTheGpuLag

AMD Dec 17 27' 1000 put Currently about $405 premium per share

Queasy_Zone_8120

How about Meta now have an obligation to push AMD to fix their engineering bottlenecks faster than usual to get stuff done making AMD product more ready for business?

bananashakewithice

There is more to this deal than just “600 strike price achieved therefore 10% of company now belongs to META”. Meta can only exercise these warrants if they reach 6GW. A typical large datacenter draws 50–200 megawatts, so 6 GW is roughly 30 to 60 massive datacenters' worth of AI compute, all running AMD hardware.

thetalentedmrbowser

How about another pump for AMD tomorrow. 700c

SanDisk_Made_Me_Rich

9 months through the year and it's abundantly clear that AI sex robot investors are outperforming everybody considering they're in Micron, SanDisk, AMD, Nvidia, and several other stocks tied to the success of AI sex robots

I_pop_Jardiance

AMD 700 eow

aliensayshi

it would be AMD again (taking bigger uppies than NVDA based on NVDA's news)

mayorolivia

Problem is China continues to drag their feet on this. Nvidia and AMD haven’t booked GPU sales in almost 2 years and not guiding for China sales next FY. China is pushing their firms to become self-sufficient. Chinese companies begging for the chips since they want to be at the frontier.

SanDisk_Made_Me_Rich

If Nvidia dials back memory, competitors like AMD are highly incentive zed to increase their own HBM specs to differentiate their hardware and take market share

sunderbelt

What you're describing has a name: it's called "cutting your flowers and watering your weeds." Legendary investors have talked about this pattern for decades and it's one of the most common ways smart people lose money. The psychological trap is real. Selling a winner feels like locking in safety. Buying more of a loser feels disciplined, like you're being rational and unemotional. But the market doesn't care what price you paid. Your cost basis is irrelevant to future performance. The harder lesson underneath this is about momentum and business quality. AMD and MRNA were moving because something real was happening with those businesses. NKE and KHC were falling because their business fundamentals were deteriorating, not because they were temporarily misunderstood bargains. This is actually something I think about a lot in my own world of real estate lending. When a borrower comes to me with a fix and flip deal, I see the same mental trap constantly. Investors fall in love with a property because they already own it, not because the numbers still make sense. They keep pouring money into a bad deal because abandoning it feels like admitting failure. Meanwhile they pass on cleaner deals sitting right in front of them. The discipline is the same whether you're trading stocks or rehabbing houses: let your winners run, and be brutally honest about when a position or project has stopped making fundamental sense. What was your process for initially picking stocks? Curious whether it was more technical or fundamental driven.

moSNAP

If you expand out beyond three months, IV tends to be less juiced. So I agree with your point, but from my perspective ,I prefer buying shares in 100-135 share increments then selling 4-6 week Covered Calls on the spikes to hedge out and take some off the table. I'm also willing to trim some of those 35 shares so I can actually take profit. Think of it differently. If a year passes and you're deeply ITM for something like AMD at $200 strike, are you frfr gonna buy 100 shares of AMD at $200? I love shares bc u can buy pre market and after market. Options traders are at the mercy of the MM.

Affectionate-Idea690

Of course it will print dummy... Expect high volume in the first 90 minutes. If broader chip makers like Nvidia or AMD see strength, $MU may experience a retail-driven "FOMO run-up" attempting to test the psych-level at $1,100. Conversely, market makers will actively hedge any heavy call-buying by purchasing the underlying stock, adding a natural floor to Monday's price action unless macro data drags the index down. Tuesday tends to experience lower intraday retail momentum but massive block-trades. Look for range-bound consolidation between $1,065 and $1,095. Short-term options traders should watch for the "IV crush" warning—buying options today means you are paying a massive premium because of the high IV, meaning the stock will have to move aggressively post-earnings just for those options to break even... Trading volume will likely thin out mid-day as the entire market freezes to wait for the numbers. Price movement will be jittery. Expect extreme sensitivity to any broader tech sector news. Day traders will rapidly exit intraday positions by 3:45 PM to avoid being caught in the after-hours execution black hole....GL

Abject-Cicada8648

We have the same issue with AMD. Bought quite a lot when it was under $130 and now it’s over 600, we’ve got over $100k. Not sure whether to sell some now or wait for it to go higher (if it does).

Queasy-Calendar-2313

Short AMD Monday morning and thank me later

ThatStromboli

Shorted AMD am i fucking stupid

ITS_WANDY

He literally was an engineer by trade dude???? He did chip design for AMD out of college.

jcpopm

Never short a cult. SPCX, TSLA, PLTR, NBIS, AMD.... short the AI stocks that everyone already hates like AVGO. Hated things get hated even more when things go south. Actual bears know to not touch memes.

ReasonableArcher2030

Their moat is the fabs. AMD, NVIDIA etc have no moat. Intel is quite literally the most precious company on the planet imo.

Fast_Reputation_5666

Why did no one mention AMD was a trillion dollar company now?

TomOnMars

It’s like a 25% gain, anyone could have done that with AMD over the past 3 weeks… the only reason the number is so big is because they gambled 7 million dollars…

Shishi877

I ask myself that. Don’t you think AMD might be safer then MU in ai space ?

lmneozoo

AMD

music_is_gud

It was a technical article going thru some potential challenges with edge and how AIP, QCOM and AMD stand to benefit from a renewal in interest

Anxious_Cheetah5589

It's agood approach. One needs to understand though that "the market" knows things before we do. Nearly always, when a stock starts a serious decline, everything looks fine from the outside. It's only in hindsight that the reason for decline becomes apparent. PS AMD is a good company with a great CEO. I don't own any, but used to work there, and have nothing but respect and admiration for them.

Educational_Salt7147

A TERED ☰ Hardware & Chips Huang’s 2x Chip Vow Locks Up 37% of HBM Supply [2026] Marcus Bell Updated Sep 25, 2026 · 14 min read Jensen Huang has made bold predictions before. But the one he delivered on September 17, 2026, standing outside an AI summit convened by King Charles III at Dumfries House in Cumnock, Scotland, is now rippling through memory chip factories in South Korea, a new Nvidia-Palantir supply chain product, and a debate over whether “twice as many chips” means what Wall Street thinks it means. Table of Contents “I expect Nvidia to sell twice as many chips next year as we do this year,” Huang told reporters, according to CNBC. He added: “The reason for that is because AI has so much contribution to the benefits of different industries, different economies, and you can see that in almost every single country that we’re in, people want to invest in AI.” Nvidia shares climbed as much as 2.8% in the hours after the remarks spread, a reaction later detailed by industry outlet MarketScale. A week later, the story has split into two threads that matter more than the headline number. One is about who actually benefits if Nvidia doubles its chip output: mostly Samsung Electronics and SK Hynix, the two companies that make the high-bandwidth memory (HBM) every AI accelerator needs. The other is about whether Nvidia can even hit that number, given that its own chief financial officer has framed doubling as the best-case, supply-unconstrained scenario rather than a locked-in plan. What Huang Actually Said, and Where The setting matters. Huang wasn’t on an earnings call or a keynote stage. He was speaking to reporters ahead of an AI-focused gathering hosted by Britain’s King Charles III, an event that also drew representation tied to Google DeepMind, OpenAI, and Anthropic, according to reporting picked up by outlets including The Next Web. That’s an unusual venue for a chip-shipment forecast, and it’s part of why the remark traveled so fast: it read less like guidance and more like a spontaneous, confident aside. Coverage landed within hours across CNBC, Bloomberg, South Korea’s Seoul Economic Daily, and the Chosun Ilbo. By September 22, follow-up pieces were already reframing the comment as a message aimed squarely at shareholders rather than a passing quote to a press pool. Nvidia has not issued a formal press release restating the forecast, which means every subsequent analysis, including this one, is working from the same handful of on-the-record sentences. “Twice as Many Chips” Is Not the Same as Double the Revenue The most important clarification, and the one that got lost in the first wave of headlines, is that Huang was talking about unit volume, not dollars. Nvidia’s chip business spans far more than data-center GPUs. It includes CPUs, networking and optical interconnect silicon, notebook processors, and Jetson robotics modules. A doubling in total unit count could be driven heavily by cheaper, high-volume parts rather than by Blackwell or Vera Rubin GPUs, the products actually gated by memory and power constraints. That distinction matters because Nvidia has already put out a formal number that’s easier to hold it to: roughly 70% revenue growth guidance for the fiscal year ending January 2028, a figure CNBC has pegged against a market-implied revenue estimate of about $673 billion. Seventy percent growth is enormous by any normal company’s standard, but it isn’t a doubling. If Huang’s “twice as many chips” comment and the official 70% growth guidance both hold true at once, it implies the mix is shifting toward higher unit volumes at lower average prices, exactly what you’d expect if CPUs, networking gear, and notebook chips are pulling more weight in the count. Huang’s CFO Already Told You the Catch Nvidia CFO Colette Kress has previously described the doubling scenario as the supply-unconstrained case, according to the MarketScale analysis of the company’s recent statements. That’s corporate shorthand for: this is what happens if nothing breaks. And in a supply chain that depends on thousands of component suppliers delivering millions of parts on schedule, something usually breaks. A rack-scale AI system needs coordinated delivery of compute, memory, networking, cooling, and power hardware. A shortfall in any single category, most often HBM, can gate an entire rack shipment regardless of how many GPUs are sitting in a warehouse. That framing turns Huang’s comment from a demand story into an operations story. Demand for AI compute hasn’t been in question for two years. What’s genuinely uncertain is whether the physical supply chain, memory fabs, substrate suppliers, cooling vendors, can be coordinated tightly enough to turn that demand into doubled shipments within twelve months. From a $1 Trillion Backlog to a 2x Forecast: The Timeline Huang’s Scotland comment didn’t come out of nowhere. At Nvidia’s GTC conference in March 2026, he told the audience that combined orders for Blackwell and Vera Rubin systems could total $1 trillion through 2027, an order-value figure rather than a unit or revenue number. Separately, Huang has said Nvidia shipped 6 million Blackwell GPUs over the prior four quarters, a shipment statistic that predates and is distinct from the new doubling claim. None of the currently available reporting ties that 6 million figure to a formal 2026 shipment target, so it can’t be used to say whether Nvidia beat or missed earlier guidance, only that the company has a track record of citing large, headline-friendly numbers at major public moments. Date Forecast or Figure What It Actually Measures Source March 2026 (GTC) $1 trillion Cumulative order value for Blackwell and Vera Rubin systems through 2027 Nvidia GTC keynote 2026 (reported) 6 million units Blackwell GPUs shipped over the prior four quarters Huang public remarks Most recent quarter ~70% growth Guided revenue growth for fiscal year ending January 2028 Nvidia earnings guidance, via CNBC Most recent quarter ~$673 billion Market-implied fiscal 2028 revenue estimate CNBC September 17, 2026 2x (doubling) Total chip unit volume in 2027 versus 2026, across all product lines Huang remarks, Scotland AI summit, via CNBC Laid out this way, the pattern is consistent: Nvidia’s public forecasts keep getting bigger and less precise about which metric they actually describe. Order value, shipment counts, revenue growth, and unit-volume doubling are four different measurements, and coverage this week has repeatedly conflated them. Readers comparing this story to Nvidia’s record $96.2 billion earnings quarter earlier this year should note that quarter measured revenue, not the unit counts Huang cited in Scotland. The Real Constraint Is Memory, Not Compute How Much HBM Nvidia Actually Needs The supply-side reality behind Huang’s forecast comes down to one component: high-bandwidth memory. A Morgan Stanley analysis cited in September 2026 reporting estimates that Nvidia, Alphabet, and AMD combined will consume roughly 85% of global HBM supply in 2027, with Nvidia alone accounting for about 37.3% of that total. HBM has also grown from roughly 20% of a GPU’s material cost to more than 50% today, according to the same analysis. That’s the clearest evidence that Nvidia’s doubling ambition lives or dies on memory availability, not on its own fabs or TSMC’s wafer output. Samsung, SK Hynix, and Micron’s 2027 HBM production capacity is already described as effectively sold out, with no meaningful new capacity expected until late 2027 or 2028 at the earliest. That’s a hard ceiling sitting directly under a forecast that assumes output can double within a similar window. Readers who followed the site’s earlier coverage of China’s AI chip prices jumping 50% on HBM shortage will recognize the pattern: memory scarcity, not GPU design or fab capacity, is the binding constraint across the entire AI hardware industry right now. Company Estimated Share of 2027 Global HBM Supply Role Nvidia ~37.3% Largest single buyer, GPU maker Alphabet Part of combined ~85% TPU and custom silicon buyer AMD Part of combined ~85% Instinct GPU buyer All other buyers ~15% Remaining global demand Note that the Alphabet and AMD figures are only available as part of the combined 85% estimate; Morgan Stanley’s analysis, as reported, breaks out Nvidia’s individual 37.3% share but does not further split the remaining allocation between the other two buyers. Samsung and SK Hynix Are the Quiet Winners If there’s a clean winner from Huang’s comment, it’s South Korea’s memory industry. Seoul Economic Daily reported that Samsung Electronics and SK Hynix shares rose in Korean trading immediately after the doubling forecast circulated, as investors read it as confirmation that HBM demand isn’t slowing down. That’s a notable reversal in framing: for most of 2026, memory shortages have been covered as a cost problem squeezing device makers and consumers. This is one of the first times the same shortage has been reported as a straightforward earnings tailwind for the two companies actually producing the memory. It also reinforces a theme this site has tracked closely: memory, not logic, has become the scarce resource that determines who profits in the AI hardware cycle. Samsung previously detailed its 8-layer HBM4E memory built for Nvidia, running at 18Gbps per pin, and that product roadmap is now directly tied to whether Huang’s 2027 unit forecast is achievable at all. Every additional GPU Nvidia wants to ship needs a matching allocation of Samsung or SK Hynix memory stacks, and that allocation is reportedly locked in well past 2027.

Alchohol_Influencer

When I've researched a stock and know why I'm buying it, I'm prepared to hold it long term. AMD has dropped 50%+ on me a couple of times since I first bought in. If you don't believe in what you're doing, you might as well hit the tables at Vegas.

Electronic-Advisor72

What moat? AMD is direct competitor.

Silver-Delivery5322

AMD for the win!

MajesticBread9147

I started calling out ASE technology (ASX) 5 years ago and I think I'll stay with them. They're more diversified, have long standing relationships with both TSMC and fabless companies like AMD, Nvidia, and Apple. Most importantly they've been consistently profitable. ASE Technology has seen positive revenue and EPS growth in the trailing twelve months which is more than you can say for AEHR.

WinstenDH

What struck me most was this: “I owned them. I just kept messing with them.” Your conclusion to DCA into a global ETF and leave it alone makes a lot of sense, especially if the alternative is making decisions based on how a position makes you feel at that moment. But I wonder if there's another lesson in your story too. Maybe the problem wasn't necessarily that you were making active decisions. Maybe it was that there was no predefined framework telling you *when* you had a valid reason to buy more, reduce a position, or sell. When AMD finally turned green, the decision became “thank God, I can get out.” When something else fell, it became “it's cheaper, so I'll buy more.” Both decisions were understandable emotionally, but neither seems to have been based on a rule you had established beforehand. That's something I've become increasingly interested in: whether the real alternative to emotional investing has to be “never touch anything,” or whether it can also be “only act when predefined conditions tell you to.” Curious what you think now, looking back. If you'd had a set of rules that removed the decision from the moment, do you think you would have followed them? Or do you think you'd still prefer the simplicity of buying the global ETF and doing absolutely nothing?

eggs_sunny_side_up

I got lucky this week with TXG, AMD, MRVL, and NVS

3ebfan

MU would be priced at $7200 per share if it had the same multiple as AMD.

anonymous_ghost-1

AVGO will be the next META, AMD and MSFT that runs up.

MithrilHuman

My company AMD gives us $4000 a month and some of us use it all. My average is about $1500 a month.

Vast_Cricket

My portfolio: Meta (156% return) 0.3% total portfolio started from day one. Largest and oldest holding FCNTX ( +236% rtn) is actually a mf. 0.32% of total porfolio. NVDA +275% rtn since 2010. 0.23% of total portfolio. Only AMD and AAPL have >1000%. Negligible portfolio for 2 decades at least.

pethebi

You’re super focused on the price, but what about TSLA made you buy it? Was their financials? Products that they’re making? Things in their pipeline? For example, I invested in NVDA and AMD because I was interested in AI/ML work since 2018. I understood that NVDA was the best chip maker because I used them. I also understood AMD was a close second and was rapidly catching up because I built computers as a hobby, and was learning how they’re quickly becoming the face of AI. I thought NVDA was a huge buying opportunity and DCA in 2019/2020 during the whole bitcoin discussion because of AI/ML. What were your reasons for buying the stocks beyond their price? That might be one of the reasons you didn’t do well, and /or had weak conviction, leading you to buy high and sell low. My biggest learning is to buy only industries I’m well versed in, and diversify with a broad market index fund.

Plus_Seesaw2023

This is NKE... [https://finviz.com/stock?t=NKE&ty=c&ta=0&p=m](https://finviz.com/stock?t=NKE&ty=c&ta=0&p=m) What was the problem with NKE ? Everyone seemed to love them between 2008 and 2021. And everyone was buying NKE as a rock-solid dividend stock. Here, everyone only wants to talk about SPCX, AMD, INTC, NVDA, AAPL, etc. That’s only to be expected ; we only ever talk about the winners, as if by chance.

Plus_Seesaw2023

Indeed, and unfortunately, the friends, colleagues or influencers who make the most noise are those who have made huge profits on a single share and are boasting about it loud and clear everywhere... Unfortunately, this accounts for just 0.1 per cent of investors – the lucky few. Those who put everything into SPY or a global ETF have outperformed 90 per cent of the other investors who tried to beat the markets. My biggest regret is that if I’d put everything into SGOV, I’d be much wealthier today… It really is a shame! NB. The proof of this is that today everyone ; absolutely everyone ; is talking about nothing but Intel, AMD, NVDA or TSLA. Whereas at some point over the last five years, everyone was slating them.

bittercripple6969

Copying AMD's weird enterprise product naming scheme now?

Super_Cap_241

I once owned AMD at like $1.77, like 300 shares back in 2015 when I was in college. Sold it all for booze and a weekend getaway at a hotel that was 30 minutes away from my school. (If anyone has a time travel machine, now would be the time to share.)

averagebensimmons

wow that AMD would look nice now in your portfolio. you were looking at gains in months when you should be looking at years.

Plus_Seesaw2023

To be honest, I’ve been doing this for years. What made me realise this was looking back at my past trades and seeing AMD, INTC and MRNA soar to new highs every single week recently. What a shame and what a frustration. I realised I was constantly making the same mistake: I’d hold onto a stock for months, get frustrated seeing it stagnate, and then, as soon as it finally moved into the black, I’d sell it. Meanwhile, I kept buying shares that were falling because I thought they were ‘cheap’, and I believed they’d bounce back.

Plus_Seesaw2023

Yes. That is literally the conclusion of my post. “Buy index funds and delete the app” is basically what I ended up learning after years of doing the exact opposite. You're funny... The best part is that I actually owned AMD, MRNA, INTC, etc. I didn't lose because I never found good companies. I lost because I kept fucking with my positions. I sold the winners when they finally turned green, while averaging down on losers because they were “cheap”. So yeah, thanks for summarizing the lesson in one sentence 😂 You're the best !!!

Plus_Seesaw2023

You have absolutely no idea! Losing money or taking profits isn’t like gambling. The same goes when you believe in a project… why cut your losses straight away rather than average down? That isn’t gambling either. Your response shows just how much you know about the market. Those who have been dollar-cost averaging heavily and consistently in INTC at $30, or AMD below $100, or TSLA below $180, prove exactly that what you’re saying makes absolutely no sense. Thank you for reading. Have a good weekend.

Spac55

It’s not Fed hike every time even many members keep making noise. Long term bonds so low, after 19 years. $BND $TLT not meme ETF the way Algo treated everyday to $SNDK $NVDA $MU $AMD $META $QQQ & others with 0DTE. Too many Option Algo & 0DTE, rig the stock market & treasury.

Chris3202

Should rip AMD or NVDIA big calls

Shredded__

Congrats. You made a good decision and good profit. I've bought and sold AMD a few times now.

Investinurself

10 years or so ago I bought 20,000 shares of AMD at just over $10 a share. About 2 weeks after I invested it jumped about $5.50 a share and I sold it for a nice profit. Of course those shares would have been worth $11,000,000 today approx. everyone is at different stages in their life and sell for different reasons when they are up. I don't play the woulda coulda shoulda game as it will tear you up. Good luck to you. If the money will come in handy...lock it in and congrats. The world is full of armchair QB's. Good luck.

RlckAndSnorty

i am literally bleeding cash every time i look at my portfolio this week. bought the dip on NVDA thinking i was smart, got absolutely destroyed when it reversed on zero volume. then tried to play the earnings lottery with AMD and got wiped out instantly. paper hands don't even describe it, i have tissue paper fingers that dissolve under pressure. blaming the algos, blaming the fed, blaming my own inability to hold anything longer than five minutes. maybe i'm just destined to be exit liquidity for guys who actually know what they're doing. whatever, selling everything tomorrow and going back to working at the gym. at least the weights don't change price mid-set.

novqnity

Thats what I did with AMD before it dropped back down to the $400s, but with VOO. it took over two months for AMD to get pass my sell price of $549, and ofc its even higher now.

andytobbles

You guys aren’t watching the 4H charts on semis and memory. Retest to the daily 20s for AMD, MU, etc then higher we go. NDX and SPX calls soon

ComfortablePiglet842

My god i got out of AMD puts a few minutes ago what a theta cuckery that was. Got out almost unscathed after being almost worthless for a while

Civil_Toaster

AMD

garvens

AMD 650$ eod easy

JohanLiebert92

I missed MU, SNDK and AMD historic runs this year. yep, that's me bois

Vergzzz

mofo AMD unfazed

South_Band196

bonds lmao, who wants that shit anyway, no wonder the yield is so high. 5.2% on bonds or 5,200% on AMD stock hmm tough decision