AMD
Advanced Micro Devices Inc
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Someone who lived through 1999 dot com crash...
Is a september Market Crash Something I Should Be Worried About? Need Advice
New investor with META, GOOGL, AMD, SCHG & PG — Should I take profits if September crash fears are real?
I do not have faith in the US dollar to not lose large amounts of value in the coming year(s). I want to hedge against this through digitally held assets, and non US companies. What are some methods to invest outside of it
Dell's $47B AI Supercycle Quarter: Full-Year Guidance Raised to $192B
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
I could have had $844k in the bank at 21, but I didn't follow my instincts. Anyone else with similar experiences?
Will Qualcomm CEO get the boot in this AI race?
White House Weighs New Round of Chip Tariffs - Politico
From almost blowing up my $80k account to now 3x original investment.
The AI Trade Part 2: How to play the current Market
Mag 10 (mag 7 plus AMD, Broadcom and Micron)
Semis Are Green Again, But I’m Watching What Happens After Nvidia Earnings
Intel is the only red on the entire chip watchlist today lmao
Took a ride on the regard bus to Wendy’s, was just about to start training
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Looking for different perspectives, sell or reduce my position in AMD.
high conviction bet for the next Week - $FRMI YOLO and DD
Sk Hynix operating profit MIND BLOWING FACT + SHAREHOLDER STATS
Sk Hynix operating profit MIND BLOWING FACT
Perfect AMD intraday scalp locked in gains, so clean
Is this AI hardware dip worth buying, or just FOMO?
$EYPT: phase 3 wet AMD data due literally any day, surprised there's not more discussion Been following EyePoint
Why do some people want to hold the same stocks for (possibly) the duration of their lifetime/work life time?
Cloudflare beat and jumped 15%. Peloton beat and fell 13%. Both reported the same night.
Anyone see the huge candle tail, wick on at least AMD and NVDA at 14:16
Your "Short-Term" Strategy is Wall Street's Profit Margin
Stock Market Recap for Wednesday, August 5, 2026
Stock Market Recap for Wednesday, August 5, 2026
AMD's Data Center revenue more than doubled, but its next gross-margin guide stayed flat
AMD beat on revenue, beat on EPS, guided Q3 half a billion above the street, and still fell 9% after hours. A lot of the "margin miss" cover
Why did AMD fall ~9% after hours — right after beating on everything?
AMD Record $11.5B quarter, 50% YoY growth, stock still gets sold: AMD earnings breakdown
AMD and SpaceX both grew fast. The market punished the cost of that growth.
AMD: From up $300 to down $100. Am I cooked?
AMD's revenue climbs 50% and data center sales doubled, but the stock is down
AMD’s revenue climbs 50% and data center sales doubled, but the stock is down
AMD missed EPS completelly (Hope this doesnt affect the bullish sentiment on the market itself)
What happened to AMD? Bad Earnings?
AMD to reach ATH this evening OR go back to yesterday's price
Please AMD and SPCX dump the market tomorrow!
four green days, one red, and the red one is the only one i learned anything from
AMD Earnings: Is the AI Ramp Finally Kicking Off?
What are your opinions/thoughts about buying 3 AMD calls?
Mentions
Good news, I am holding 5k in AMD puts Bad news, I bought them on Friday
It s 1 up , 2 down. Can t wait for 18x to buy a small chunk. CRWV/ NBIS and AMD made me rich yesterday
Can we please have more TARIFS !!! (I am 40% CASH after sold AMD sau CRWV and really don t give a fucking fk)
Similar year. Used margin to buy 1100 shares MU at 122 last March. When MU hit 500 I started selling calls with Jan expiration enough to cover my 122 cost basis. Then used margin on 1000 sh of amd at 212 and then as that went higher I picked up Mrvl. My 150k initial investment is 900k and I took out 250k along the way. Now I have life changing money. Sold calls on AMD and still have about 150k of time premium I am waiting on 2027 to have that evaporate. Should land at 1mil baring any disasters. Now I need to tell my wife as she has no idea…..
Look at AMD seven day chart.
You have a lot of patience and perseverance to hold AMD leap calls over ten years, especially when the stock price was not making progress between years 2020 and 2025 due to lack of market share revenue and the Xilinx acquisition. What if you purchased the calls since the Athlon days 26 years ago? Would you still have the conviction to hold it or just give up?
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $520.00 (above) | $476.32 | $521.61 | +9.2% | Oct 6, 9:37 PM |
Should I just take profit on AMD? This runup seems too good to last
A world ETF like VT has already: * 30% in tech sector * 13% more specificaly in the chip sector (with among others 4% Nvidia , 1.5% TSMC, 1.5% Broadcom, 0.8% micron, 0.7% samsung, 0.7% AMD, 0.55 ASML, 0.55 SK Hynix and a few other) * 3.3% Google * 2.3% Amazon Honestly just take VT. Much simpler to handle, much less involved and it will automatically pick the winners without you having to make a bit as of why Google is better than Microsoft or Meta that maybe in 5 years it will be more bio tech or whatever. This isn't even like what you selected will even make a difference.
Swing traded MU and AMD all day
This is the gayest thing to ever happen (me buying AMD puts yesterday)
Want to lose more sleep? AMD BE
did u forget the days of Advanced Money Destroyer? what do u mean AMD never had a rational PE
Threw an irresponsible amount of my port at AMD puts yesterday. Down close to 20% today. Kill me?
Not the AMD ones apparently that pump destroyed bears for generations
Who bought AMD calls at 526
AMD on a sneaky run
I switched it up and bought AMD calls if it goes down I’ll get fired based on how much I scream
I switch it up and buy AMD calls and sell put if
Getting greedy with AMD lets see if I get burned
AMD has to plunge. Ain’t no way
How much more can AMD go, wen puts
Why is AMD rocketing, any news?
AMD puts here are too obvious. MU as well
Of course my AMD calls didn’t fill fml
AMD and TSLA holdings feel great today. ready for the 2% drop tomorrow
Yeah, per $ of premium — you had the denominator. 39 AMD/META/TSLA closes with median 0.33 and only one adverse move that beat premium is why per-contract would've lied on that mix.
It almost comical how much AMD can just sky rocket for no news or anything good over last week
Wow from red remarket to super green thanks AMD my kids don’t need college
AMD And MU really out here going opposite of everything I do every time
“Sure there are some crazy valuations like Tesla and AMD, but they have never had a rational PE. That isn't specifically an AI problem. Could I see Nvidia dropping to 1 or 2 T? Sure. But it has earning to claw back.” All im saying is hes just dismissing reasons why a crash could happen and then actively types out an actual crash scenario and dismisses that too!
lol fuck. I sold my AMD 500p for a quick 30% before yesterday's close
Can we get AMD to 490 I would cum in my pants
Ran the stand-in this morning on the biggest long-put book on the desk, 39 closed trades on AMD, META and TSLA. Median adverse move in the underlying 1.0% of spot, worst 2.1%. Per $ of premium: median 0.33, worst 1.02. Only one trade where the move against beat the premium paid. Is per $ of premium the denominator you meant, or per contract?
[**Anthropic**](https://www.linkedin.com/company/anthropicresearch/) has signed $517bn of compute contracts in the last 11 months. That is roughly 2.9x what the company told its own investors nine months earlier. [**The Information**](https://www.linkedin.com/company/theinformation/) tallied it up this week: 14.8GW of contracted capacity since October 2025, across more than 16 counterparties. For scale, that's grid-level load. The kind that reshapes utility resource plans. I went through the reporting on every deal. Four things stood out. Anthropic isn't really buying compute. It's renting credit. No credit rating means it can't sign this debt itself. So almost every large deal is made bankable by someone else's balance sheet: [**Broadcom**](https://www.linkedin.com/company/broadcom/) giving \~$30bn of residual-value support to an SPV built by [**Morgan Stanley**](https://www.linkedin.com/company/morgan-stanley/) and funded by [**Apollo Global Management, Inc.**](https://www.linkedin.com/company/apollo-global-management-inc/) and [**Blackstone**](https://www.linkedin.com/company/blackstoneinc/) [**NVIDIA**](https://www.linkedin.com/company/nvidia/) holding the [**Hut 8**](https://www.linkedin.com/company/hut8corp/) lease outright so [**Lambda**](https://www.linkedin.com/company/lambda-cloud/) can supply Anthropic A $1.3bn [**J.P. Morgan**](https://www.linkedin.com/company/jpmorgan/) standby letter of credit on the Norway site [**Google**](https://www.linkedin.com/company/google/) guaranteeing \~2.4GW built by former bitcoin miners The credit risk of the AI build-out sits with private credit, banks and chip vendors. Not the AI lab. The bitcoin miners have become the landlords. [**Riot**](https://www.linkedin.com/company/tryriot/), [**TeraWulf**](https://www.linkedin.com/company/terawulf/), [**Bitdeer AI**](https://www.linkedin.com/company/bitdeer-ai/), Hut 8, [**Cipher Digital**](https://www.linkedin.com/company/cipherdigitalinc/). They own the genuinely scarce asset: grid-connected power, land, cooling and queue position. All have swapped volatile block rewards for bond-like contracted cash flow. Riot's Rockdale lease runs to 2048! Almost everyone is on both sides of the trade. [**Amazon**](https://www.linkedin.com/company/amazon/) ($13bn invested), [**Google**](https://www.linkedin.com/company/google/) (\~14% stake plus a planned \~$40bn), [**NVIDIA**](https://www.linkedin.com/company/nvidia/), [**Microsoft**](https://www.linkedin.com/company/microsoft/) and [**AMD**](https://www.linkedin.com/company/amd/) (up to $5-10bn each) are simultaneously investors in Anthropic and suppliers to it. Cash goes out as investment and comes back as revenue. The [**SpaceX**](https://www.linkedin.com/company/spacex/) deal runs at $1.25bn a month to May 2029. Either side can walk after three months on 90 days' notice. THE DEALS AT A GLANCE Google / Broadcom — \~$200bn — 3.5GW+ TPUs from 2027 Amazon AWS — $100bn+ — up to 5GW Trainium, 10 years Fluidstack — $50bn — custom builds, Texas and New York Nscale — \~$45bn — 460MW, West Virginia, 6 years SpaceX / xAI — \~$45bn — 300MW, all of Colossus 1 Lambda — \~$35bn — 350MW, Texas, Nvidia holds the lease Microsoft Azure — $30bn — up to 1GW TeraWulf — \~$19bn — 401MW, Kentucky, 20 years Volta / Bitdeer — \~$10bn — 121MW, Norway, hydro Riot Platforms — $9.1bn — 191MW, Texas, to 2048 Akamai — $1.8bn — 7 years, its largest deal ever AMD — undisclosed — up to 2GW of Instinct MI450 CoreWeave — undisclosed — analysts say $4-7bn Theseus (Macquarie + GIC) — undisclosed — anchor-tenant vehicle Plus 12+ non-binding letters of intent covering over 1GW. Importantly, most of this doesn't land until late 2027 and 2028, with a hell of a lot of moving pieces needing to get things on-line. Set against a $65bn revenue run rate and a reported $2tn IPO ambition, the upcoming prospectus will be a very interesting read.
I was down 2k on my 5k $AMD call and then sold it too early for like 200 bucks gain but overall I cant complain cuz I didnt lose money
It's simple, buy good companies when it's on sale bcz everyone is scared shitting in their pants, buy more as they become suicidal - than wait 6 to 9 mths, don't sell for a quick 20% or even 50%!!!! Even wo Agentic I was already doing 25X in 10 years . With Agentic and OAI, MET and Anthropic - I am doing 10450% and that's after taking a 30% hit from the recent highs. Yes I made most from AMD over the last 10 yrs continuously rolling my LEAPs. But I picked up 1.5M from gold mining, 1.5m from health insurance companies 1.5m from XOM during Covid, 0.5m from Himax - all after they went on super sale. I left a lot on the table on the healthcare after getting out in less than 7mths doubling my money, which if I had kept for 12 mths would have returned 4X instead of 1X - I wasn't following the sector when I suddenly noticed every insurance company sent on sale at 50 to 60% discounts - did quick financial and individual company research, and bought hundreds of contracts among the top 4. You want to make money consistently - we all do but don't have the discipline. You have to buy starting at min 40% discounts on good volatile companies and be prepared to buy more as it dips further - with purchasing weighted towards the higher discounts. You do this - your win - loss ratio will increase drastically. I failed with CRM and got out wo losing too much, after concluding that their biz and competition had shifted significantly w Microsoft entering their turf in a significant way - it was down for a very very long time, even the recent recovery is just an opportunity to sell. So do you want to make money or do you just want to look busy buying selling - buying at 10 to 20 % discount at near peaks trying to make 5% or do you want to trade less and buy at 40% discounts and make 50% ?
NVDA dumped cos Jensen is declared they achieved AGI. AMD pumped cos it stayed humble
ARKX let's gooooo (SpaceX, AMD, Rocketlabs, Google all up AH)
They are making less DRAM specifically and focusing on HBMM which is basically 3D SDRAM & developed by AMD, SK Hynix and Samsung in 2013 I believe. They can’t have more bandwidth without stacking So the newest version HBMM 4 stacks DRAM dies 32x allowing for more bandwidth and less power then DDR4 or GDDR5. SK Hynix has approximately 60% of this market. Since it takes 32 dies of the latest DRAM and stacks it for AI each HBMM chip makes DRAM that much more scarce.
If it helps I held AMD in the $200 (ish). Sold when they beat expectations when everyone dumped anyways. Now they are over $500. My current investments are clawing thier way back up after a sell off. Im still beating my current 401k at work.
Oh noes, you did nah, oh yikes. Therapy for MU, AMD, Sandisk gonna be a thing for years
Yeah me. Not so much Pennie’s but I got in to AMD under $7. I invested a couple hundred. It’s sitting at 14k right now.
Mark, you are a very wise, experienced investor and very patient, and also lucky. But if it hasn't been for the sudden Agentic AI gift from heaven, most of your AMD options call are still OTM. But the very long-term leap calls suggestion is right on the mark! I find it very difficult to pick the right companies to begin with to start investing heavily in. Many stocks had excellent ER's and business, but still crashed hard, defying basic logic. And the market news, articles, videos, discussion boards are mostly manipulative and hype and clickbaits for ads revenue.
Any opinions on AMD acquiring Taalas and the specialty chips they make that require a hugely less amount of DRAM?
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $520.00 (above) | $476.32 | $506.16 | +9.2% | Oct 6, 9:37 PM |
I would like to see NVDA 219 and AMD 490 tmrw!
NVDA and AMD puts for tmrw?
https://preview.redd.it/3tyhaqo0dcoh1.png?width=1080&format=png&auto=webp&s=6574ecf517e5de7af6faa6bab951f41bc94cd8ab What a fucking week, perfect timing on calls from HOOD last week into perfect timing on calls from AMD. I still won't buy myself a $4 coffee though and will lose it before Xmas
My AMD and Intel stock DGAF about Labor day
Intel up 9% AMD up 7% Nvda -2% what are doing
$500m from 5000 GPUs? AMD and NVIDIA aren’t even pulling those numbers consistently. Show me the contracts or this is just vaporware.
I am going to guess liquidity is getting tight, people selling off Nvidia to chase other things like AMD right now.
Today actually makes perfect sense. AI is going to continue so TSMC and ASML going up. But the recent news is that it isn't anymore just about generic GPUs but having also customised chips. So that's why Nvidia down and the others up: AVGO, AMD, QCOM. And memory also will be needed so MU, SK Hynix also up. Amazon down due to capex news (flows to QCOM). Risk-mitigation with Apple due to tomorrow's event. MSFT perhaps went a bit high so it's correcting a little bit, but not drastically. Musky stocks doing musky hype, can't be explained. Meta and Google both hovering, no clear signs to push in any direction.
I banked £70 on AMD whoo hoo.. I'm sticking to my goal of actually taking profits instead of just holding onto things a leeetle bit longer to see if they go up more
Damn AMD going off and NVDA in the cuck chair
Do I have the balls to buy AMD puts here?
AMD really came here to F me up thanks why can’t you just follow NVDA like every other day
Yey I made money on AMD I'm a genius!!!!
AMD going parabolic today while NVDA is red 🤨
what's the news on AMD? Just realize its almost back to 500.
that little ole hooker AMD always did me right
AMD cream your panties
$15 billion from data centers CPUs, new business. Can't compare to INTC or AMD. I am talking about inference and all the edge devices that will be powered by QCOM chips. Already deal with Meta glasses, possibly OpenAI "smart device" and then all the Samsung devices. Autonomous vehicles, IoT, robots, everything will have a QCOM chip.
How is AMD holding up through all this? I’m not complaining, but confused
They guided $15 billion in AI revenue in 2029 while AMD guided $115 billion? What am I missing?
AMD you fat bitch, finally deciding to go green. $0.35 gain finally 🫡
Google is going to be the new AMD
QCOM is the most important semiconductor company other than NVDA. Not AVGO, not MU, not AMD, not ARM. $300-$400 by mid 2027, every AI edge device, robot, car, IoT, everything, will be running on QCOM chips.
I think semis will have another big bull run later this year or early next year. Like NVDA to $300, AMD to $700, MU to $1500, etc. I think you'll be fine.
Remember kids. There’s 3 things guaranteed in life. Dead, taxes, and AMD rebound back above 500
All I’m going to say is AMD in 2012. 15 million would have turned into almost 4 Billion
My AMD CCs got assigned at 210 and again at 370. 🤡
I only have 5% invested right now. At least its in sandick. I want HOOD and AMD and DELL and 2 of GOOGL/AMZN/AAPL/MSFT not sure which 2 yet tbh but I'm heavily biased towards google and amazon and some NBIS and maybe OKTA and AVGO as well. Hopefully we can get some actual momentum this week.
Per $ of premium on the 53-put book — per contract lies when the TSLA/AMD/META/NFLX legs aren't sized like the 8-trade call book, and entry/exit/realised with no path means you're rebuilding MAE from bars anyway. I work on hedgedvol, and the free morning map is the pre-size check on whether that open is inside walls or air before the next put basket gets size.
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $520.00 (above) | $476.32 | +9.2% | Oct 6, 9:37 PM |
Unfortunately, I had dumped AMD mid last year after it was a loser stock for too long, I know the feeling. Got antsy thinking about them competing with Nvidia, turns out that was unwarranted.
The 53-trade TSLA/AMD/META/NFLX put basket and 61-trade NFLX/META/GOOG book make the loss print tangible. One missed comparator: max adverse excursion versus the 8-trade SPY/AAPL/NVDA/TSLA call book, because aggregate P/L otherwise blends position sizing with signal quality.