AMD

andytobbles

Gimme a VIX of 25-30 and I’ll dump the rest of this 300K on leaps on AMD and MU.

TopDesigner6211

Didnt realize AMD was stock splitting today and thought I finally lost it

ElectricalAction7634

We did the exact same thing with AMD and reinvested it into an ETF. We bought it for $90 and sold nearly at the top. I don’t trade like this often but enough research made it worth it. 

frenzytree

Samsung: you get what you buy. AI: you buy a promise that in the future these corporations will have grown to astonishing sizes such as NVIDIA has today. The cost is therefore implied by the chance of that happening - so with Anthropic pretty damn high. Who estimates the chance? Well Anthropics Publicity and we - the stock regards and global investment "specialists". The question is therefore: Is the current price reflecting the true chance of that happening in the future correctly? - I really dont know. Alot of sentiment especially on reddit is rather saying nay, overpriced. However, the advances american AI has made seem insurmountable for ex-US countries right now as the US also controls NVIDIA and AMD and therefore the means to AI development in the first place. So I dont know, I think there is a good chance that against our will we might see US AI dominance and therefore the pricing as correct.

SteakEater137

What? AVGO has a 42% profit margin and a 48% operating margin. AMD has a 15.5% profit margin and way worse P/E, and yet has had way better price momentum

DubiousChemistry

The AMD was bought at about $125, for 35k shares.

theEyeOfSauron2

1. **He was already rich.** The account started the year at about $6.7M: $17.7M now, minus the $11.0M year-to-date gain. 2. **He made one huge, concentrated bet.** He bought 35,000 AMD shares at an average of $127, about $4.5M, last June. AMD at $542 makes that $19M, a 4.3× gain on a single stock. 3. **He used heavy margin.** The second screenshot shows about $29M in positions against $16M of his own money, with a $12.7M margin loan (the negative cash balance). That’s roughly 1.8× leverage. On top of that, a $10M day trade in SOXL, a 3× semiconductor fund.

colemusic1

to be honest there’s been an enormous repricing in the semiconductor sector as a whole. and it’s not company specific either, we’re talking: \- SK hynix \- MU \- AMD \- MRVL \- INTC all of these companies along with basically 70+ others of all kinds from small, to mid, to large cap tickers are being absolutely annihilated. Most of these large caps aren’t reliant on one or two customers, they’re delivering to multiple streams. i’m feeling like it’s being massively overshot in a downward direction. Apparently this is the 9th consecutive red day for semi’s which is the longest losing streak in 20 years. I know there’s fears about china processing lots of RAM which could explain SKHY, MU, SNDK etc but it’s the entire AI sector getting absolutely hammered

C-X

No support for AMD and NVD looooool freefall

chili01

When did you go into AMD and SOXL?

C-X

AMD 545 looooooool

Jazzlike-Maize8537

Please AMD

Neader

Extremely bad move buying AMD and QQQ calls yesterday wow

DubiousChemistry

Combination of the 1-minute and the daily. You can see how buyers and sellers are stepping in and out and what's happening right now is just not healthy. I got into the AMD position off something similar, but in the other direction. Recovering off tariffs, great story, great price action.

Neader

Y'all I fucking hate AMD this is bullshit

spellbadgrammargood

I was hoping to buy AMD puts before their earnings in early November, I guess it's too late now

Me55y

So AMD is looking pretty bad right? Seems like nobody's buying anymore.

PassableForAWombat

She got AMD right, then exited it for a dumb swap

ifloops

AMD is about to eat shit, you made the right call champ

Neader

Ah yes AMD red again. Classic.

Ok-Indication-3754

AMD, TSM, MU, NVDA all shit

DubiousChemistry

I think it was over $3m on June 9. I had AMD, SOXL, and DELL longs that all went south. On margin, of course.

DubiousChemistry

Look at the second screenshot cost basis and sell point. It's a bit over $15m on the AMD.

hegorachi2

Me too, AMD sold! totaling $16,014,200 between us two lol

DubiousChemistry

I had been eyeing some beaten down tech post-tariff and didn't want to do TQQQ again after I ate a 40% drawdown off ATH. AMD was kind of hanging around, I went all in at 100 pre-earnings, backed out the next day at 96, take another shot at it on a run to 123, stopped out at 121. And then one random day in June it puts in the cleanest green candle off the open I've ever seen out of it and buy the breakout. It never came back to my cost basis. It had a great story with MI series chips that could take market share off NVDA and was more attractively priced for growth.

screwredditcorp

Shoulda sold AMD north of 600.

DubiousChemistry

Good career, investments that didn't blow up. Had about $1m at the start of 2023, traded TSLA, TQQQ, SOXL, and AMD to get here.

Sllyce

Well I remember very clearly gamers getting priced out of the market because all the gpus were being purchased by crypto miners. You’re right though , there was just some use here and there , they were probably 99% AMD gpus they were using

Round-Ad5063

same also from AMD, my limit is 150 lmao

Locke_____Lamora

I bought 7000 shares of SOXL and 1000 of AMD and 2500 of NOW at close. I like to live dangerously

sentientshadeofgreen

Nvidia has a strong balance sheet and has a financial interest to grow the AI industry. Companies like Anthropic generate a lot of revenue, the question is how much does each token cost them? That is dependent on a lot of things, but hardware and GPUs are major factors in that question, energy being another. Nvidia is a pick and shovel move, and will keep favorable business terms with Anthropic for as long as Anthropic remains a rational company moving the industry in the right direction that makes all of them money. The round tripping is spooky and not without risk, but all growth requires borrowing, and I'm looking at it more as instead of banks determining risk and capital access for how the industry should allocate capital, it's the money of companies who already made their money in the industry guiding how the industry grows on their own terms, not the banks'. Companies like Nvidia, Google, Microsoft are the "bank" and are growing the larger industry on terms that they believe will make them more money, and are doing so with financial and tech capital. If Nvidia's balance sheets started to degrade, along with Micron, ASML, AMD, or TMSC, I'd start to be worried about the AI trade. That's not currently the case, all companies are very strong, not leveraged to the tits. If the suppliers are good, costs can be low for the distributors. If costs are low for the distributors, profits are returned, the industry matures and diversifies and the debt eventually dwindles as growth outpaces it. The rest of the economy's health certainly impacts the pace at which the profit is generated and the industry matures, but there's nothing really to suggest the companies who already won won't weather storms to come. My biggest concern would be a black swan event like China attempting to cross the strait and invade Taiwan. That would fuck everything up, I don't think it'll happen, but if it does, weather and military indicators will give some warning for invasion windows up through late October (and there are no real clear indicators from my couch that there is a massive amphibious assault planned) or April/May. Weather is everything in military planning and there would be signs. I also can't help but think that with other parts of the world attempting to diversify away from TSMC who remains a persistent chokehold, China would probably wait until Taiwan loses that leverage.

ihope-springseternal

Insane that AMD was at $650 😂

cward2208

I remember trading AMD a little over a year and a half ago when it was $80 a share. At $500+ a share, it's just too rich for my blood to be holding it. Makes no sense. If you zoom out, it looks like a pump and dump.

MithrilHuman

Today my company (AMD) also limited AI for everyone. We used to have a budget of $6k, then $4k, now mine is reduced down to $300 "based on usage".

justlosinmoney

AMD 600 by open because fuck making any sense

SKRAITTALK

Is AMD a buy here

abandoned_idol

My specific team is hiring around ~1 new employee every month. That said, they are peddling AI to sell, so they are probably swimming in capital right now. No, I don't work for the cool and trendy Nvidia nor AMD. I'm part of a loser company. But if you're looking to get hired, I got mine by applying to LinkedIn jobs I WASN'T qualified for. XD

SpliTTMark

Advanced Micro Devices (AMD) reported record second-quarter 2026 revenue of $11.54 billion, representing a 50% increase year-over-year. Recent Revenue Breakdown • Q2 2026 Revenue: $11.54 billion (up 50% year-over-year) • Q1 2026 Revenue: $10.25 billion (up 38% year-over-year)

Efficient_Win_3902

What does that say about AMD? Almost 1T MC with 3B revenue

justlosinmoney

I swear to god I made money on AMD a few times but fuck if it isn’t a bringer of pain when I try to buy options on it

bjay1290

Sold mu sndk and wdc for AMD lite NBIS and tsmc

justlosinmoney

Welp looks like they aren’t buying AMD

justlosinmoney

Welp looks like they aren’t buying AMD

joeyeats

what market just opened at 5pm pst for AMD to be jumping by multiple $s in AH

No_Departure_1878

Nvidia makes hardware, not just for AI but a bunch of people use Nvidia GPUs. Micron makes memory, needed for everything, not just AI. Alphabet? For real? Jesus Christ... Meta? Both Meta and Alphabet are advertising businesses, AI is a side project for both. AMD makes chips, some of them needed for AI. None of those companies are actually AI companies, they are exposed to the AI bubble but they all produce stuff that is actually needed.

GarthBooks69420

Ugh, I just checked AMD and my plan like 6 or 9 years ago was just to keep buying AMD. I think it was like $60

zdra

AMD making 2 billion net in a Q.. on a 1 trillion evaluation is hilarious. The others at least have some scaling that makes sense. AMD is literally multiples overvalued

Neader

Me doing the same with AMD wishing I was in your shoes

Legitimate_Risk_1079

POLR | Polar Capital Holdings - Current Price: 752p (£7.52) - Market Cap: ~£748M - Bull Target (12–18m): 900–1,000p - Bear Target: 625–675p - Upside: +20% to +33% - Downside: -10% to -17% - Reward-to-Risk: ~2.0:1 🟢 - Success Probability: 60% - Forward P/E: ~12–13 - Debt-to-Equity: Very low 🟢 - Cash: ~£151M 🟢 - Dividend: 46p annually - AUM: £43.7B as of Sept. 30 🟢 - Six-Month Net Inflows: £3.6B 🟢 - Profitability: Strong 🟢 - Shareholder Returns: Dividends + buybacks 🟢 - Price Trend: Recent improvement, but weak five-year chart 🔴 - Bull-Case Market Cap: ~£895M–£995M - Risk: Moderate - Conviction: 7/10 - Grade: B+ Polar Capital is a profitable specialist asset manager with excellent recent AUM growth, strong inflows, substantial cash and an attractive dividend. I like the fundamentals at 752p, but the negative five-year price chart prevents me from giving it an A-range grade until long-term shareholder performance improves. --- SMGB | VanEck Semiconductor UCITS ETF - Current Price: £76.91 - Fund Size: ~£7.1B - Bull Target (12–18m): £100–£110 - Bear Target: £62–£66 - Upside: +30% to +43% - Downside: -14% to -19% - Reward-to-Risk: ~2.1:1 🟢 - Success Probability: 65% - Debt-to-Equity: N/A, ETF - Expense Ratio: 0.35% - Holdings: 25 - Top-10 Concentration: ~83% 🔴 - Major Holdings: AMD, Broadcom, NVIDIA, TSMC, ASML, Micron - Semiconductor Exposure: 100% - Price Trend: Strong long-term trend with high volatility 🟢 - Risk: Moderate-High - Conviction: 7/10 - Grade: B+ SMGB provides concentrated exposure to the world's major semiconductor companies. I like the underlying businesses and approximately 2:1 reward-to-risk at £76.91, but the extreme sector and top-10 concentration keep this below my A-range. --- LGND | Ligand Pharmaceuticals - Current Price: $298 - Market Cap: ~$5.9B - Bull Target (12–18m): $400–$440 - Bear Target: $235–$250 - Upside: +34% to +48% - Downside: -16% to -21% - Reward-to-Risk: ~2.1:1 🟢 - Success Probability: 65% - Forward P/E: ~43 🔴 - Debt-to-Equity: Elevated after convertible financing 🟡 - Cash & Short-Term Investments: $1.36B 🟢 - 2026 Revenue Guidance: $270M–$310M - 2026 Adjusted EPS Guidance: $9.00–$9.50 - Royalty Growth: +32% YoY in Q2 🟢 - Profitability: Strong 🟢 - Price Trend: Strong long-term trend 🟢 - Bull-Case Market Cap: ~$7.9B–$8.7B - Risk: Moderate - Conviction: 7/10 - Grade: B+ Ligand operates a capital-light pharmaceutical royalty business and recently expanded substantially through XOMA Royalty. I like the profitability, royalty growth and balance-sheet liquidity, but the premium valuation prevents me from pushing it into A-range at $298. --- GROW | U.S. Global Investors - Current Price: $2.72 - Market Cap: ~$34M - Bull Target (12–18m): $3.50–$4.00 - Bear Target: $2.00–$2.20 - Upside: +29% to +47% - Downside: -19% to -26% - Reward-to-Risk: ~1.7:1 🟡 - Success Probability: 45% - Debt-to-Equity: Extremely low 🟢 - Cash: $24.3M 🟢 - Net Working Capital: $35.7M 🟢 - FY2026 Revenue: $10.3M, +21% 🟢 - FY2026 Net Income: $3.1M 🟢 - Operating Income: -$603K 🔴 - Average AUM: $1.5B - Share Buybacks: 734K shares repurchased 🟢 - Price Trend: Severe long-term underperformance / water-slide 🔴 - Bull-Case Market Cap: ~$44M–$50M - Risk: High - Conviction: 4/10 - Grade: C+ U.S. Global Investors is a tiny specialist asset manager with exposure to thematic funds including JETS. The balance sheet, buybacks and return to profitability are encouraging, but a roughly 54% five-year decline, weak underlying operating profitability and mediocre reward-to-risk deserve a major penalty. I need to see a sustained reversal before considering this a B-grade investment.

bearhunter429

#AMD pumped $13 in the last hour just as I predicted LMAO🤌

andytobbles

AMD dropped over 20% in a few days and MU is still down like 30%+ off of his ATH. How low did yall think this shit was really going to go? These companies are putting up historic revenue growth %s Y/Y…

Plisknoob

Buy AMD + NVDA + INTC calls you silly sausages

andytobbles

Well the 60K I threw at AMD and 40K at MU leaps paid off today. Sold my MU leaps for a 6K profit this morning at 912, obviously should’ve kept holding. Expected a pullback end of day though, this market is strong apparently.

SilentExtinction

I simply do not understand the hard on this market has for AMD. According to what metric is this stock not insanely overvalued? I'm not even shorting, I just sold my 1DTE calls way too early today...

powerboner

Wow I sold everything too early. NBIS, SOXL, AMD. Oh well, happy with my gains

miss_L_fire

I have MU and AMD calls expiring tomorrow but I don’t want to hold both overnight. Should I flip a coin?

znightmaree

Mad about your decisions and wish you bought the dip? You still have some options here: DELL INTC TSM AMD You’re welcome. Never too late to cure yourself of the ber mind virus.

Other-Importance-214

Nvidia reported net income of $59.6 billion last quarter. Micron reported net income of $37.70 billion last quarter. Alphabet reported a net income of $112.19 billion last quarter. Meta reported a net income of $15.85 billion last quarter. AMD reported a net income of $2.3 billion last quarter. Sure, a lot of so-called AI companies may not be profitable, but they're also not carrying the S&P 500 right now.

miss_L_fire

Do I hold my MU or AMD calls overnight? Don’t have the balls for both

FuckingJPMAlgos

I am buying AMD wish me luck.

bearhunter429

#AMD casually pumping $7 in 20 mins LMAO🤌

BadaBingSil

back in $AMD 560C 1DTE let's see where this goes

spellbadgrammargood

Stocks like AMD are going back up on low volume.. What can go wrong?

VeridionMarkets

For what it’s worth, Congress is on both sides of MU this year. Rep. Cleo Fields bought $100K–$250K on Feb 3, same day she loaded AMD, GOOGL, LRCX and META (House PTR #20034018). Rep. Dwight Evans sold $15K–$50K on Mar 24 (#20034379, cap gains box checked). Rep. Cisneros has been round-tripping it in $1K–$15K clips since February, buy Feb 24, sell May 15, sell Jun 5. 27 members have disclosed MU trades in total. None of them bought at 877 though, so you’re early or they’re late.

gs-

Agreed. AMD was \~450 four weeks ago.

Neader

Imagine seeing AMD down -15% in a week and not buying calls at least a month out. Here's your sign regards.

MacroFinanceAI

Sell it's not SPCX. It's the AI credit default swaps market cracking (leading stocks). 5Y CDS since June: Broadcom +174% AMD +149% Nvidia +114% CoreWeave +96% (\~980bp) Oracle +81% Meta +56% Amazon +42% Alphabet +41% Microsoft +31%

bearhunter429

#AMD is way oversold LMAO🤌

mynamajeff_4

Retards were saying this back in 2020 during Covid and I ended up making tens of thousands and bought a house at 20 because of it. I’ve made tens of thousands again over the past few months and bought another house. I’m more diversified this time but if I was listening to logic, I wouldn’t have been buying things like AMD, INTEL, MRVL, etc. I’ve also moved a lot of money into Biotech and thinking that will be the next big growth, I’m already up a few hundred percent on Moderna.

MacroFinanceAI

Depends on AI and currently AI Credit Market (which leads stocks) is stressed. 5Y CDS since June: Broadcom +174% AMD +149% Nvidia +114% CoreWeave +96% (\~980bp) Oracle +81% Meta +56% Amazon +42% Alphabet +41% Microsoft +31% 19 of 20 AI-exposed names wider. Only Vistra tighter (−13%).

powerboner

Come on AMD do something

zorna0

Martin shkreli:  a rumor that the VARA AI fund has blown up is making the rounds Vara top holdings: BE NBIS CRWV INTC MU WDC AMD CBRS CRDO

andytobbles

Day traded my MU position for 5K profit holding my AMD leaps and will build as we likely go lower

GhatzLoch

jesus murphy that is crazy! I managed to sell my AMD and NVDA right at the top for both, lmao never once was able to do anything like that before

Kulutiheges

MU is going up but why Nvidia , AMD and INTEL not?

C-X

NVDA AMD dead as fuck

R1SKbreaka

As high as AMD!

lowkeylodo

i double leverGED AMD AT ATH

Jazzlike-Maize8537

Which one of bought AMD at $600

KangolTitMouse

Firmus, an Australian neocloud, had its IPO fail. Nvidia has funded Firmus along with CoreWeave, Nebius, Lambda, Crusoe, Nscale and Together AI. OpenAI, AMD, and Salesforce have done similar funding. The Hyperscalers have avoided direct investment, instead signing purchasing agreements.

Crazy-Sir5935

Rise AMD rise!!!

joeyeats

glorious V thank you AMD

spellbadgrammargood

AMD pumped mid-September because of Meta's MUSE, "Meta's Muse AI agent has approximately 2.182 million daily active users as of early October 2026" AMD gained and lost 100billion in market cap for ~2million users LOL

Shad0wK1lla

This is the AMD I remember

davidbigham

AMD back to the old Advanced Money Destroyer

mbreaddit

29 Direct AI + Mag7 + Broadcom, Oracle, Palantir, AMD, Micron. 8 of them are AI Utilities, 4 AI Captial Equipment. Excuse me, but lets unravel this a bit: **MAG7:** Apple, Microsoft, Alphabet (Google), Amazon, Nvidia, Meta Platforms und Tesla, They were already quite big and growing **WITHOUT AI,** i would even assume right now except for NVIDIA accounting hell a lot, the others not much of AI specific **additional growth relative to their previous market cap** Broadcom, Oracle, Palantir, AMD, Micron, fine, nothing to argue about, they make up maybe half of NVIDIA again. Whatever the 29 Direct AI stocks would be, they are even smaller. So most of the concentration is not AI apprently and their plot was made explicitly bad so you can´t even properly pinpoint 2024 or 2025 to try to distill anything from it. Concentration was already there **in technology overall, thats what America made strong the last 20 years, AI is just the next phase to make it even stronger in that sector.**

chads_to_do_list_app

The one next to Sundar Pichai is Mira Murati, an ex Open AI employee, and I think the person next to her is a poor attempt at making Lisa Su, the CEO of AMD

andytobbles

Exactly why you have to slow start nibbling on good deals like AMD and MU rn. Doesn’t mean you go all in you just nibble slowly.

MaxEhrlich

At this point I’m tired of pretending I know what any of this shit means, just tell me how much today gonna hurt my MU, NVDA, AMD, and GOOG?

ittrut

This ain’t r/AMD

Quirky_Push_2506

Entry price points to watch out for NVDA: 80 AMD: 20 SPCX: 5 SPY: 450 QQQ: 400

LostFaithlessness201

Done some calculations do you want the good or bad news whichever way you trade if we fall the next level supports according to monthly levels and previous resistances that will turn to support- QQQ-635 AMD-257 MU-440 INTC-46 These are a few examples, we could also pump from here but fundamentals showing me something completely different

cool-lala

you dont get the point my man Claude code is one thing anthropic is another claude code could run as a 200 billion dollar company fine but 2t for that shit is not worth it and also the rev u see are promised ones second they can cook books and you will never know GOOG is cooking books with GPU depreciation methods same for NVIDIA and AMD and all, And the way you thrash open source tells me you dont even use more than one open models try deepseek flash or pro or Qwen 27B or Xiaomi 2T model param and you will see a new la la land

SpecialTrust2045

AMD or DELL for quick swing?

Deso718

Semis sell off continuing after hours (MU -2.75%, AMD -2.77%, NVDA -1.54%, etc. rn) gonna be another rough one. Maybe TSM earnings can help turn the tides into Friday…

gravedigger997

Loading up on more AMD, thanks PILL KOSPI

SanDisk_Made_Me_Rich

The companies that survive in 2030 will be in these categories (and many of them will be involved in all 3): 1. AI labs 2. Hyperscalers 3. Chip companies (memory, compute, etc). And to survive they will need to have differentiation and a niche. Vertical integration, proprietary LLMs, chip architecture (speed, throughput, memory), users, etc. In your bucket you want: Microsoft, Google, Amazon, Meta, TSMC, Micron + other memory companies, NVIDIA + other compute companies (AMD). These companies will be the winners. When the Neocloud's hyperscaler contracts expire in 2030 they will be left with 90% of their revenue gone. Maybe one or two of them differentiate enough to survive (Nebius is probably the best one right now)

Ok_Pollution7093

AMD doesn't have $567.50 strikes. Double check your position details before panicking.

Pazzaaaaaa

AMD, MU AND SKHY all kicked out of the 1T club

EngineerDirector

Full port into Tesla in 2019 Sell all for palantir in 2021 Sell all for AMD in 2024 Hi, it’s me.