AMD

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

xT-Nastyyy

Generational dip buying oppurtunity for AMD

CheapHero91

AMD 160 P/E ratio jesus christ 🤣

JabCrossE4E5Quark

Meanwhile dumbdumb permabulls can say "AMD on its way to 2 trillion" and get upvoted, as if AMD at 1 trillion isnt fucking HILARIOUSLY overvalued bubble valuations already.

MasterFaustinoIs

That's enough gains for today, my INTC and AMD puts paid, and TESLA gave me some super juciy scalps. Good luck bols and I will see you for the scheduled pump on Monday

AcrobaticConfusion95

AMD make up ur mind, am i fucked or not

Remington3426

BofA raises Advanced Micro Devices' price objective to $720 from $620. $AMD

MasterFaustinoIs

Closed my AMD puts at a small loss but both my 2 min tesla swings got 200% increase so I'm even off that xd

jayemsa

Full port into MU AMD SNDK

MasterFaustinoIs

Need a good -3% day for AMD

Intelligent-Claim193

Also look how mu and sndk are reacting to the spy recovery pre market then look at AMD it’s not really moving much but 2x down when spy tanks a lil

Rock_or_Rol

I’d be taking more profit 👀 AMD has a habit of dramatic crescendos into -10% or -20% days Macro still looks sketchy. No good news from the AI dinner last night seems like bad news from 🥭

wowthisislong

AMD is now up by $95 since i sold ~15% of my shares fortunately i still have the rest

Rock_or_Rol

Asts google deal, right? Just put like 10% into astx for a daily trade OTM APLD earnings calls for November. Cheap, high beta and possibly a $60 ceiling if trade winds reverse and they nail earnings again. One of the better deals rn imo. They’re totally oversold Market is sketchy AF rn though. Hedge with some aggressive puts within the next 2 weeks (AMD/META) High risk: IMSR for an SMR play. They might rally hard on NRC approving the salt reactor system and breaking ground on various projects. Rare earth + miners for the recent Greenland deal on mineral rights. Otherwise, 50%+ cash and wait for the right moment. Get in there

YOLOdollhair

Two weeks from now you'll be asking who the fuck is buying AMD at $760 with how this retarded market is going.

collegefootballfan69

AMD is this pump Global Crossing

Busy-Needleworker523

If we’re talking about Nvidia eating into AMDs market share then maybe you should buy AMD over Nvidia. Completely narrative reversal over 1 month ago 

URMomPaysFirMyCalls

Why do I want to chase these boomer stocks that are 40% or more of their highs rather than AMD at ATH with PE over 100

Shoddy-Scientist5097

why is everyone so bullish on AMD today?

AcrobaticConfusion95

Today is the day AMD

DragonFruit-_-777

AMD = Absolutely Making Dollars

MasterFaustinoIs

I will be buying AMD puts today, this is your chance to inverse me and make money on calls

thetalentedmrbowser

META and AMD bears in deep trouble 💀

DubiousChemistry

What's your strategy on AMDL swing trades? Moving averages, opening range breakouts, something else? Granted lots of stuff would have worked long over the last year given how clean AMD has consolidated and broken higher. For context, I also have a large AMD buy and hold position (35k shares), swing trade TQQQ and daytrade SOXL. I've tried swinging AMDL in the past, made some money, but could never come up with entry/exit criteria I was satisfied with.

LisaSu92

About to join the multimillionaire club at 33 thanks to AMD bitches. Suck these nuts. Advanced Money Destroyer hahaha. Who’s laughing now dickheads???

MasterFaustinoIs

If AMD opens at that overnight price, I am full porting puts on that hoe

thetalentedmrbowser

SPY, QQQ, META and AMD all heading for 800

Sheshkish

AMD 645 eod

Realistic-Bowl-566

Truly unbelievable that tech stocks (AMD, INTC, etc.) have 80 - 90 forward PE, pay zero dividend,make shit out of SAND…and their stock price is hitting record highs in the face of 5.18 10 year yields and $100 gas. Fu$&ing SAND.

URMomPaysFirMyCalls

AMD and META straight to 1000?

Primary-Nebula-8907

AMD had lunch with President

RudeCauliflower1

CEO of AMD. Taking head on competition with Nvidia chips. AMD can easily 2x from here if they execute well in their GPU and CPU roadmap

wowthisislong

Well I guess i'll just keep holding AMD lol

financiallythriving

AMD 700 tomorrow probably

le_pedal

I remember selling AMD at $465 thinking I timed it perfectly

ClaytonKershaw22

AMD is relentless..

andytobbles

On the 4th day, god created a retard-like strength for AMD to feed the masses in tendies

oldprecision

AMD can't stop the uppie thing.

miss_L_fire

Been holding since $115.23 . It’s funny, my husband isn’t into stocks or trading at ALL, but I mentioned buying NVDA to him and he said “oh you should get some AMD, they’re getting to be a competitor to NVDA and I like their stuff” I’ll forever be grateful haha

Expensive-Raisin-962

Because the price correction was a bullish one lol not bearish. AMD is gonna hit 2 trillion pretty easily

itsalwayscalls

I'm not BUYING NVDA, AMD or MU any more. I do own AMD and MU. Owned NVDA until 2025 and sold in spring 2025. In the AI space I'm buying MRVL, AVGO.. I don't see how hyperscalers ever buy off the shelf going forward. They do it because software builders can easily build on it. E.g. NVDA. But big money and permanence is custom chips up and down the stack. 50% the cost, 125% the efficiency? No debate. COHR, LITE, CRDO are good too. Also HBM4 is basically custom silicon as well, but I already own so much MU I can't but more.

andytobbles

I’m in 10/16 SPX and AMD calls right now. 30K of each, have around 250K on the sidelines for now. I’ll play the swings if we get nice momentum bounces.

pc349

What brought back up ? Meta , AMD?

itsalwayscalls

NVDA is a great company but will only ever grow so much. Period. It's now limited to 12x peak profits, which no one knows what peak profits will be. Stated another way, if people think they're cyclical they will only ever be valued at a low multiple of peak profits. MU has historically peaked at 6 to 9 of peak profits. I was buying AMD and MU a year ago while everyone was buying NVDA.

EnergyVampire4u

Same here.  Sold our starter home,  made 100k not taxed and then bought our dream forever home at 2.75% The only thing different is in 2021 I threw the left over  70k we made into AMD, NVDA, META and Apple at the direction of my financial advisor.   I’ll never luck out like that again in my life. 

timtam_z28

I usually only sell when the fundamentals no longer make sense and/or the thesis is broken. For example, I'm not selling NVDA with metrics like they have, even though the value has taken over my portfolio and I've over concentrated. AMD, I sold more than half of it this year. PLTR is up next. Pretty easy to sell when you're up several hundred or over 1000%.

Foooour

Fuck it, full port 2x inverse AMD and META If I die, I die a bear

PorscheOwner1738

Today is a poor example because I did lose money on XOM but XOM is not a stock which tends to gain much from intraday momentum in my experience it tends to gain overnight from geopolitics. Yesterday is a great example though I bought QBTS as it was lagging the rotation sector in pre-market I bought for 18.47 and sold for 18.89 holding it for under 2 minutes. The day before it was SHOP after the META news didn't cool down bought 144.94 pre-market sold 147.88 \~3 minutes later. The day before all tech was up bought AMD lagging pre-market 579.78 sold 588.00 just 22 seconds into the open If you're wrong though your stop loss might not even trip so don't be wrong. A take profit is mandatory for this as often times you'll sell to some dummy within the first minute or less of open for a big gain and they'll eat that draw down for you. Not a perfect strategy but I'm up 20% on the month doing it

Vlisa

someone last year was asking why AMD was a more valuable company than NVDA :pointlaugh:

AcrobaticConfusion95

Tmr feels like a huge AMD day

TomatoSpecialist6879

Memory is so June 2026 and old news, now is the era of META and AMD dual bull mandate

eje0100

I am all set rocking an intel PC. Maybe in 2006.... AMD all the way!

eje0100

AMD holding my portfolio together!

Frothar

They needed to have secured orders to be able to outbid Nvidia for wafers at TSMC. They needed to remove the CUDA moat which expands their addressable market. There is incentive for META and OpenAI to buy AMD going forward assuming they dont immediately sell all their shares

NeighborhoodBest2944

\+ a lot. META and AMD doing work.

NeighborhoodBest2944

\+ a lot. META and AMD doing work.

josehdezq

I can agree with you about 2022, 2023 and some months of 2024 because I was heavily invested in NVDA and AMD. I reduced that allocation because of that same statement, it hadn't been a value approach, it was more momentum and actually very risky approach. Now, trying to invest again with value approach

MasterFaustinoIs

I got overnight puts for INTC and AMD, how fcked am i tommorow