AMD

AdOk3638

If AMD aint green by eod, it will pump to ATH tmr, mark my words. LMAO🤌

OverallObligation271

I sold my AMD at a loss at 180$

TheSauce69

I'm not worried about a downturn since I'm well diversified in stable stocks like AMD, RDDT, and HIMS

Skilledthunder

How is the 460 AMD put i sold still worth anything, just let me buy it back for a dollar bro

The_Albertino

AMD going full gap fill goddam

gkdjsl

lmfao if you didn't buy the AMD dip this morning

Massive-Course7690

this guy posted this btw : $MSFT should be on your top watch today, followed closely by $RDDT Along with: $META $AMZN $CRWV $NFLX Stay away from $MU $SNDK $INTC $AMD $SOXL (unless you're a bear) wow you really are dumb lmao

FatFluffyFish

Waiting for AMD to go to ATH tmr after today’s pullback

Pristine-Presence723

AMD.

Thisispaartaaa

Yeah, It would have been such a shame to have invested in GOOG, or MSFT, or AMD, or NVDA, or AAPL....I could do this all day....during the dot com "bubble"...such a shame, I feel so bad for those people, all that money made, poor bastards.

miss_L_fire

I need a miracle to save my $550 AMD calls expiring tomorrow 🫠 lost $9.00 per contract with drop and trying to claw my way back 😭

Hug_LesBosons

Je le dis tous les jours. Merci pour ce post qui donne une bonne visibilité de la réalité. Ceux qui croient que NBIS, MU, SNDK, INTC, AMD... vont monter à l'infini se trompe. Google va gagner. À dans 10 ans !

LakeShowForLife24

AMD 530 close cmon

go-to-the-gym

No one who has owned a AMD and Nvidia product would ever buy AMD stock over Nvidia

CDR57

Comcast is mainly American customers, AMD is global

SteakEater137

Comcast has over 3x the net income of AMD, but it is 1/10 the market cap. These are wildly different sectors of course so you can’t directly compare them like that, but this market really is wild in some ways lol

Separate-Rough-8083

Had to limit the AVGO shit show from yesterday, GOOG, BB, MU, AMD for recovery

facaila888

With the rapid development of AI, CPU demand has surged significantly. These AI applications not only require powerful GPUs for computation, but also need a large number of high performance CPUs for coordination and management. Given the current shortage situation, I believe AMD could exceed $700

thisisaredditforart

Bought AMD and mrvl at the bottom, sold my July calls at the top o that bounce, holding Sept calls for the long run.

KingKilla_94

AMD, I think it’ll reach 1 trillion cap in no time

Affectionate_Bad_680

My best friend owns a fair chunk of AMD and the man has made absolute BANK. AMD to the moon!

miss_L_fire

Come on AMD you can do it bb

twi1i96tr

That is a very enviable position to be in. NOBODY knows where AMD is going... as "MaybeLiterally" said - it could go to $5710 or more one day or it could go to $51 or less one day, or anywhere in between. A few things come to mind. Take your profit and move on. Sell enough to get your initial investment out or enough for your initial investment and some profit and hold the rest. Set a trailing stop for some or all. Opinions on trailing stops are ALL OVER the map so I won't even try a suggestion on that one. If you are a bit familiar with TA then monitor the chart for support and if it breaks that support - sell. All of these are available but nobody can tell you what will work best as EVERYONE is just guessing. IF you set a stop make sure you give it room and don't move it down! It's tough and nerve wracking but that's trading. Best of Luck, Twilighter.

TimeOnTargetKilo

Shoulda kept my AMD calls fuck lol

pmoO0

I would not bet on AMD or Intel in the coming months. We are still way too overbought. Just to clarify, before any comments. I will be in cash from tomorrow onwards. I burned so much waiting for a pullback. I believe September might become a better time to re-evaluate my strategy. Most of my holdings are treasuries and cash starting tomorrow.

thisisaredditforart

This is exactly what I did. The AMD calls that is, fuk da bers

100xOrBust

You could’ve just bought AMD calls for a 50% discount, but look at you, down 95% on your puts just like they wanted.

KeepScrollin420

I'm in a very similar situation but on a considerably smaller scale...I'm up around $12,000 profit wise as of today. Personally I am locking in almost all of my profit and cashing out most of my "winnings", putting some funds aside for capital gains tax as I unfortunately do have to pay that living in NY/US. Then I am funding my Roth IRA in full for the year from these profits and investing it into tech once again (but more conservatively and "safely" in the form of an ETF instead of an individual stock). I see this as a mature and smart decision with considerably less risk but still growth opportunities also since I will retain more than my original purchase in AMD I still have some eggs in that basket as well. Good luck!

Popoice

What about AMD and QCOM? Fuck me lol

TheSauce69

AMD to reverse all losses today, NVDA to remain -0.5%

radishr

AMD

gopoohgo

down a $25k on AMD and $30k on ANET today. Cool cool cool coll

DuAbUiSai

Tempted to get AMD calls. They always recover to new highs the next day.

Geaux

Taking AMD and DELL down with em.

TimeOnTargetKilo

Do we buy AMD

stevenryl866

https://preview.redd.it/q367l7ymw95h1.jpeg?width=1014&format=pjpg&auto=webp&s=f0f761e4fc9b27dbcedafd6b22e6503b2b1b50ed Tick tock tick tock Bought 2x short AMD etf

Okok28

This is just NVDA bait from bagholders trying to run up the stock a bit more after the flat month/week whilst everything else has been rallying. How is AMD not even mentioned a single time? Arguably has the most run way left. it could still double by EOY. NVDA ain't doing that shit anymore.

FatFluffyFish

Holding my AMD calls still. AVGO sell off can go into the other semis

yerwathurts

Yesterday b4 close i said im so gld i held my AMD call.  Teehee

hilbobaggins1416

Been playing with MRVL, NVDA and AMD since they were very low, needless to say they’ve paid off

ugh_you_swine

What if Nvidia decides to drop the gaming sector in favor of AI GPU construction? AMD (and probably Intel) would be the major winners from that as it opens up a lot of the market for them. AMD has some chances, but it's still very murky for them.

rudorudo123

down 25% premarket because the commerce department just blocked MI350x sales to chinese-controlled entities outside china. china is 20% of AMD's revenue and MI350x was the chip meant to hold that footprint. the "infra stays" thesis isn't wrong, but you're pricing it through a window that just got smaller. caught the details on wiseek before most wires had full context.

ElkQuiet1541

if AVGO is overvalued, what are then Intel/AMD/ARM?

Evilbred

I'd sell AMD now. They're going to be sidelined hard in the coming decade. Ironically Intel has alot more going for it than AMD, since it's moved into fabrication. They'll be a primary benefitter of that sweet sweet government sugar. x86 is a dead-end, and AMD has nothing really to pivot to. They make the best x86 processors, but their GPU division is falling further and further behind Nvidia.

natalie_merchant_fan

AMD next up for sell the news

Old-Wash-3193

!banbet $AMD 545 2d

Upper_Maintenance_41

I didn't have that much AMD but sold it around $450, I put more $ into NBIS which jumped about as much as AMD did, kind of a wash. The thing that I don't like about AMD is they are not better than anyone at anything and I don't think they are a classic bottleneck either. So I'm fine taking my games and plowing into other things, still v bullish on AI trade.

shortymcsteve

Been holding since 2017, still not selling. AMD was undervalued for a long time, always somehow held down. Finally it’s had its moment with this run, and I’ve never seen the stock so strong before. Usually this thing would dump with any excuse, but even during bad macro days it just keeps holding on.

Moldynred

Quit a six figure easy job Feb 16th. Totally forgot I bought 213 shares of AMD in October. 50k became 120+. I have literally fallen ass backwards into almost 200k (I've had a few other stocks do decent this year, too) in the last three months on pure luck without ever lifting a finger lol. I'll take some profit if it goes back under 500, or if it hits 600. I'll at least take the 50k initial out and stash it somewhere productive while letting the rest ride.

Beerandpotatosalad

Sold my AMD stock at a 160% profit this week. I think I won.

Haikoe

Lol if u think AMD is gonna keep pumping, you are beyond retarded

pocketrocketss

AMD and MU all summer 2026. A lot of people missed out and are SAD. Keep holding the line

filthimartini

Semis fucked If this move holds into tomorrow and doesn’t reverse, AVGO, NVDA, TSM, INTC, AMD, MU, and TXN are gonna pull down the index. If the index starts moving meaningfully and VIX responds we could be looking at a -2% day on SPX into end of day.

Gortecz

Buy WBD, It's what AMD is to NVDA

TheSixthNonsense

You aren't getting the point. "Growth overwhelmingly from GPU ramp, server CPU steady at 15-20 percent" and "AMD gains mainly from share gain" are the *old* narrative and the equation has already changed. The CPU TAM is way bigger, and the demand is more urgent than they expected due to the explosion of agentic AI and the growth story is no longer just "eating Intel 's lunch in a steady growth market." It's larger TAM, market share grab, plus ASP premium. You can stop copy-pasting your chatbot's response to me, and in turn, I will leave you to your belief, how does that sound?

A55BAG

Latest AMD report was pretty much same as previous quarter afaik

A55BAG

AMD beat and rise and stock goes 3x AVGO beat and rise and the whole semiconductor sector tanks 🤣🤣

luis-barata

CPU side is real, EPYC share gains and the ARM data center penetration are part of the broader rally story. But AMD specifically, the forward EPS revisions driving the 76 percent number are coming overwhelmingly from Instinct ramp guidance, not server CPU. Server CPU is a steady grower at 15-20 percent, not what gets you to 76. So the framing fits the question asked, even if the cross-name AI rally narrative has more drivers than just GPUs.

GingerSnapSurprise

Can't tell you if it's a winner or not, but personally I've been moving Micron, AMD, Nvidia, and friends to semiconductor fabrication suppliers - i.e. the companies who build the tools that make high-end chips. Lam Research, AMAT, TEL, etc. have been killing it, and, I would estimate, one step removed from the stocks that will take the first hit when/if things fall apart. Semiconductor tools are ordered quarters or years in advance, and all these new fabs are getting built one way or the other; so it's still seeing the gains from semi, but I think the supplier of the supplier is a safer bet. Lam Research in particular has things locked in. Something something selling shovels during the gold rush. Disclaimer: I am not liable for any poor financial decisions... this is a Wendy's

GingerSnapSurprise

Can't tell you if it's a winner or not, but personally I've been moving Micron, AMD, Nvidia, and friends to semiconductor fabrication suppliers - i.e. the companies who build the tools that make high-end chips. Lam Research, AMAT, TEL, etc. have been killing it, and, I would estimate, one step removed from the stocks that will take the first hit when/if things fall apart. Semiconductor tools are ordered quarters or years in advance, and all these new fabs are getting built one way or the other; so it's still seeing the gains from semi, but I think the supplier of the supplier is a safer bet. Lam Research in particular has things locked in. Something something selling shovels during the gold rush. Disclaimer: I am not liable for any poor financial decisions... this is a Wendy's

TheSixthNonsense

The analytical framing is outdated because it still hinges solely on GPUs. The recent AMD, INTC and ARM rally is based on an unexpected CPU growth story. Ask your chatbot about it.

bloodlynx

How many? Amd is the only decent competition for Nvidia. The rest is not even close. If AMD delivers you have an open source alternative to the cuda lock-in.

AngelDrake3

Will SpaceX IPO cause Nvidia, AMD, etc stocks to dip?

Trashpanda7193

Gonna buy AMD, those ‘investors’ annoy me with their spam

ActBlueCertified

thank god she sold AMD

EquivalentOne241

>what’s illegal is if the money isn’t being exchanged for goods and services but rather to inflate a balance sheet This is exactly what is happening. Open AI, AMD, Nvidia etc are signing bunch of MoUs with no or very small amount of goods or services being exchanged compared to the promises to inflate their balance sheets. Jensen Huang announced $100 billion investment in Open AI and then backtracked saying it was just a MoU.

enRchi

if i sold AMD whenever i thought it might be at the top, i wouldn't have a 69.90 average. i'll just keep holding it until i don't believe in them anymore.

Dickies138

I have a decent amount of AMD and am starting to wonder if it’s overvalued, but I still feel like TSM is the most undervalued in this space and continue to buy shares

I-Wear-Clothes

Sold half my AMD today. We may all be retards, but the least retarded of us still take profit from time to time.

no17no18

“Even AI models are still bullish on AMD” Well yeah, AI is the one now doing most trades.

Hour_Tie1533

ADI'nin NVDA, AMD ve AVGO için önemini anlamak, yarı iletken sektöründeki pazar konumunu gösteriyor. Yüksek performanslı analog ve karışık sinyal çözümleri, bu çiplerin veri işleme yeteneklerini tamamlayıcı nitelikte. Özellikle endüstriyel ve otomotiv sektörlerindeki güçlü varlığı, talebin devamlılığı için bir dayanak.

superhappykid

Hard to say, could just be degens bidding the stock up. Could consolidate here and beat earnings a few quarters in a row and go higher. Who knows. The question is if you sell AMD or MU what do you buy? You can't buy other semis because that's the whole reason you sold. So you can only go buy dogshit stocks like Netflix or Meta, if you get options theta will probably kill you since these stocks don't move or just trend down until they make you sell out of frustration. Then trade flat (Cause they are still POS). Ask me how i know.

BrownChihuahua

I think you have to be insane to sell AMD

quantumpencil

AMD will be $1000 before its $200 again. The chip boom is here to stay for the forseeable future.

PrestigiousAccess765

What‘s your thesis behind Marvell? I hold MU, NVDA, AMD, GOOG, META. But I sold SNDK because I 4700% run in a year is enough for me to take profits. Although AI buildout will go on over decadee it doesn‘t mean that SNDK will rocket over decades. A lot of companies will push into that market to provide supply

Affectionate-Idea690

The AMD $600 Warrant Structure: AMD previously structured a massive chips-for-stock agreement with Meta Platforms (and a similar one with OpenAI). As part of that $100+ billion deal, AMD issued performance-based warrants for Meta to buy shares at $0.01 each. These warrants vest in tranches based on hardware deployment milestones, and the final tranches only unlock if AMD's stock price hits performance targets up to $600 per share.,. The Anthropic Rumors: Citigroup analysts reported that AMD has allegedly won Anthropic as a major customer for its upcoming MI450 AI accelerators. Wall Street expects AMD to officially announce this partnership at its Advancing AI day event, which is scheduled for July 2026.

wowthisislong

Gonna keep holding AMD

bearhunter429

#Tomorrow's forecast: SPY up 0.35%, Microsoft down -3%, Google down -1%, NVDA down -1%, META down -2%, AMD up 4%, AMZN down -3% LMAO🤌

MaxDragonMan

Looking over the entire portfolio for the first time in probably a month or two, as I've been quite busy. Sharing here in case anyone has particularly strong feelings on any holdings of mine lol. (And I find writing it out helps me gain some perspective and work through my thoughts.) * AMD: absolute tear this year. +149% YTD. +349% 1Y. Fantastic. * ATRL: hit $100 since then has kinda dropped and plateaued. -9% YTD, -12% 1Y. * BN: -3% YTD, +15.4% 1Y. Long-term hold anyway. * GOOGL: +15% YTD, +114% 1Y. And to think people were dogging on it. (-7% this week.) * MSFT: -12% YTD, -8% 1Y. That sucks. I think this is MSFT's "Google moment." It'll turn. * NGEN: -66% YTD. -20% 1Y. I made a previous comment about this one on this thread. * NVDA: +15% YTD, +52% 1Y. Honestly Nvidia is just unstoppable. Seriously what the fuck. * RDDT: -27% YTD, +41% 1Y. I... Genuinely don't know what to think about Reddit at this point. * He says, on Reddit. * RKLB: +65% YTD, +330% 1Y. Darling oh darling. If only I had bought more than 75 shares. * RKLB has become my second or third best buy of all time. Writing it out like this makes me feel better. The portfolio is down for the year but that's because the NGEN took such a massive hit. MSFT is fairly minor, as is BN and RDDT at this point. RKLB continues to grow, NVDA/GOOGL/AMD dominate the portfolio at this point. Maybe I should just sell all the underperformers and toss them into the index for the time being.

chromevfx

Market red = AMD green

Dude_HaHa

All the SPCEtards got OBLITERATED. Next up, the Semi-retards. Looking at MU, SNDK and AMD.

Zipski577

This is why NVDA hasn’t really appreciated that much above the price it traded at 8 months ago in October. These expectations were priced in a long time ago as the stock went up 1,200% in 3-4 years. They’ve found a way to “beat consensus” above a certain margin every quarter but it hasn’t moved the needle for the stock at all. Thats because it was expected and priced in a long time ago and they have had to grow into that valuation and prove it in the time since. That is why AMD investors are currently playing with fire. At a certain point AMD the risk/ reward skews because having extremely high growth is not going to move the needle when that expectation was already priced in, hence why the stock is up 400% over the last year. they now need to grow earnings at ~80% over the next 2-4 years and anything that indicates it might not happen will lead to a sizable drawdown in the price as it re-rates expectations. During COVID, Zoom, Snapchat, Pinterest, Docusign, etc all had their pandemic era growth numbers get priced into the stock as if they would continue on that trajectory forever years to come. When it became apparent that wasn’t going to be the case, their prices cratered which is why their historical charts now look like bubbles that crashed. The same will eventually happen with all of these stocks that are moonshotting on earnings today. People are pricing in growth figures based on assumption that AI-driven growth will last for a long time. I suspect it won’t, nor will every company be able to pull the levers NVDA has to ensure they always get reportable figures where they need to be to each quarter. Last earnings they changed the way they report their segment revenues under “data center” because they came up short on consensus estimates for “compute.” They changed the line items under the data center segment to “hyperscale” and “ACIE” from “Compute” and “networking” because they missed on one. Years ago Meta changed from reporting Facebook users to reporting “Family of Apps” users as soon they hit a point that would disappoint expectations. NVDA has done a handful of other things to ensure their expected, priced in figures have been reported as needed but I don’t believe the entire sector will be able to do the same or get away with it forever. And eventually the music will stop. Market is playing with fire right now

Aromatic-Ad-6244

"Cathie Wood Keeps On Selling AMD Stock, Ark Scoops Up $95.6 Million Worth Of Google Parent's Shares — Snaps Up Meta, Alibaba Too"

bearhunter429

#With AVGO dead, there is less competition for AMD LMAO🤌

Zipski577

Yes, this is why NVDA has traded range-bound for months. The current valuation was priced in several quarters, if not years ago. That is why it went up 1,200% in 4 years and traded at a high multiple that has gradually moved toward normalcy. They continue to post strong numbers that beat “consensus” every quarter, but stock barely moves. Why? Because it was expected and prices in well in advance. AMD stock is now in a similar spot to that of NVDA years ago. Trading close to a 200x PE ratio and near 50x Fwd PE. They need to grow earnings like 80% over the next 2-4 years just to grow into the multiple they are being priced at by the market today. Anything along the way that indicates even slightly that they may not do meet these expectations will kill the stock price. Eventually the risk/ reward becomes skewed and you are playing with fire.

Frothy_Walrus

Not a financial expert in anyway. But, it depends on your preferred markets? I’m diversified but not wildly: - Tech: MSFT, AAPL, AMZ, AMD, MU and RDDT as a more wild yet optimistic pick. - Healthcare: MDLN - Necessity: VTI/VOO (DCA whenever you can)

Algalon_TheObserver

Best of luck man. I was just in a similar situation with AMD. I also hate that Schwab does not allow you to group options and instead lists them out one by one. But, I realize now I need to step into condors, not buy it all out right if I try doing these again.

Opening-League3002

AMD is next

dabblesest

Thanks! It’s def a personal best for me with options, still doesn’t beat my AMD share position, but that took over a decade to take off haha

GuiltyShirt3771

Green by open. Meta and AMD will carry the NASDAQ since meta just find another money printer

IvoryTowerResident

good thing MU, MRVL, AMD carrying

Elons-Musky-Balls

Every other Chip getting smoked and AMD still green. Lisa Su is built different . AMD $1000 by end of year

OldWonder5865

Nvidia. Broadcom. Micron. AMD. Long ago, the semiconductor nations lived together in harmony. Then, everything changed when Broadcom pooped the bed on their earnings call. Only the Bolatar, master of memory, foundry, display, and vibes, could stop them, but when futures needed it most, Bolatar vanished. A few hours passed and my regards and I discovered the new Bolatar. A KOSPI-pumper named Korea. And although its overnight green candles are great, it has a lot to learn before it’s ready to save anyone. But I believe Korea can save the semis.

randomhaus64

My account went up a lot today, mostly AMD, did things go down?

ElonSucksbutt

AMD $3.61

foxasintheanimal

This is a bubble. A 15% one day slide on the #2 chip designer after earnings will make everyone question if perhaps they invested too far. Avgo is supposed to fall in the middle between AMD unpredictability and NVDA reliability. It doesn't matter what Avgo did early this week when the market has the attention span of a gold fish. The market literally needs to buy this dip in 2 days or else its Oracle part 2.

jbond007v12

I went home from my semiconductor job angry at Intel about something and for vengeance bought a few shares of AMD at $11. So that did pretty well for me in the decade since.

ComprehensiveKiwi489

Why isn't the AVGO "contagion" spreading to NVDA, AMD, etc.?

Nike_J

Don't even ask the question. The answer is yes, buy AMD. Think Amazon will beat the next earnings? Buy AMD. You work at the drive thru for Mickey D's and found out that the burgers are made of human meat? Buy AMD. AMD is an all powerful, all encompassing entity that knows the very inner workings of your subconscious before you were even born. Free will is a myth. AMD sees all, knows all and will be there from the beginning of time until the end of the universe (AMD has already priced in the heat death of the universe). So please, before you ask if AMD can go higher, know that the answer is "Yes" and don't ask such a foolish question again.

Legendary-Lemon

If you were smart you would short AMD. That shit gonna tank more than AVGO.