AMD

Unoriginal-Cake

This is what several companies are talking about in the game studio sector during closed meetings, we're expecting nobody buys the next gen consoles(PS6/XBox Helix) may it be Intel or AMD based so we're stuck in that spot of skip PC game ports as nobody can afford GPUs and ride out the storm with Nintendo Switch 2 releases. Our release roadmap is 5-8yrs out on stuff, expecting nobody buys a PC until 2030 so we need to dial back the details/textures in a game engine to keep a baseline of Intel Arc A770/RTX3050 at a minimum in our test labs. Its not so fun for lots of developers/studios that have an already thin profit margin and most folks are part-timers. I just saw the prices of handhelds based on Wildcat Lake and $1000 for an XBox certified device is nuts vs a Switch 2 or a SteamDeck with better controls. Going to wonder what kind of chatter is going on inside Intel as the consumer market implodes. I wonder if Intel pushed marketing ad money in the Windows 11 Home XBox game bundle to get folks to buy a new home PC for $550 worth of XBox "classic games". Note that promo excludes PCs pre-loaded with Windows 11 Pro if you look at the fine print.

IntroductionHefty222

Just woke up from a two day coma; I can’t wait to look at my AMD calls!!!!

MaximusKek

AMD had record profits, how can Nvidia not be the same

sobookwood

Is the US elite that massively profited from the years growth in ai pulling the rug on all of us? I'm holding AMD, Intel Nvidia

TheRealGreenArrow420

+17.58% after today. Outside of FXAIX 401k contributions, about 10% of my portfolio is AMD, GOOG, MSFT, INTC, NVDA in order of size

peepeeepo

AMD has been super high, I am surprised that their CEO isn't in these memes.

Fastbaq

Of course it does. Just buy good companies, in profit, reporting good earnings. AMD, NVDA, EME, GOOG, AMZN, META, CEG, there’s many more. Don’t buy companies not in profit and struggling in earnings.

SanDisk_Made_Me_Rich

Bubble-pop triggers: **still 0 of 4** * **Capex**: being raised, not cut. * **AMD/NVDA guidance**: AMD beat. * **Memory prices**: contract prices are still rising. SNDK just beat for a sixth straight quarter with data-center revenue +61% q/q, and MU has 75%+ of FY27 committed. * **Credit event**: none. This is the Cisco and HDD pattern at full speed: the stocks collapse while the business numbers still look great. Selling everything on the biggest retail capitulation day since March 2020 is historically one of the worst-timed moves you can make.

Serv-N-Folly

Options selling this week pretty decent, but I jumped on selling 11/6 AMD 380 puts a little too early this morning

Open_Pollution_8038

They’ve already cut ram by half on Nvidia and AMD chips, they would double it tomorrow if it was available m.

SalemKinkTrials

Knew this was coming which is why I sold Micron at 100 and AMD at 98 😎

thetalentedmrbowser

AMD about to breach 400

Spac55

$NVDA $SMH $MU $AMD over reaction Data center use some unused land, convert it to vibrant town with high tech workforce. More construction jobs by expanding datacenters. Left or right wing doesn’t mater, all big companies work with both administrations. \~8000 datacenters project nation wide. Big semi demand GOP approve all 8000 projects next few months possibly, still semi big demand next few years, big earnings spike https://preview.redd.it/01fg0b3yivzh1.png?width=1063&format=png&auto=webp&s=1549272a53461af62c550f8298eba2e93bf91681

Harp-Note

AMD below $440.00 made when it was $518.35, expiring on Fri 5:06 PM ET.

Grizzant

yeah my AMD 250 puts for march are up (checks notes) a SHITLOAD today

dcwhite98

It depends on which companies you're talking about. NVDA was at an ATH not long ago. AMD, ARM were also doing well. S&P hit a record yesterday. The down trend in a lot of stocks over the past month(s) have been due to funding, increasing interest rates of that funding, and ROI. The main reasons today are a federal government and many states, TX mainly, with soon to be leaders who are actively slow data centers and AI development. That's what caused today's sell off, and the one in these companies yesterday.

Harp-Note

My AMD banbet is gonna make me look like a genius though ( I made it by accident messing around with formatting)

Spac55

Midterm-over reaction. What data center does? Bring construction jobs to state. Now \~ 8156 datacenters project in pipeline. Majority possibly get approval by next 3-4 months, before GOP transition to Left Semi demand high, supply shortage $NVDA $MU $AMD $TSM $AMAT $KLAC $QQQ all tech go high https://preview.redd.it/9b4r6812evzh1.png?width=1063&format=png&auto=webp&s=0b139c46cf7dee59c27b0cd3dc1cac3684e9654e

Spac55

Midterm-over reaction. What data center does? Bring construction jobs to state. Now \~ 8156 datacenters project in pipeline. Majority possibly get approval by next 3-4 months, before GOP transition to Left Semi demand high, supply shortage $NVDA $MU $AMD $TSM $AMAT $KLAC $QQQ all tech go high

Moxisxsx

AMD absolutely annihilated today holy shit

sfw_supdood

I'm a software engineer who used to work on Azure datacenters at Microsoft. I also have experience in training AI models. So you can pretend I don't know what I'm talking about, but this is literally my expertise. I said I have long-dated puts, I'm not long NVDA at all. As in I made bets that NVDA will go down in price in the coming year. Most of those are up 50-100%, so yes, it is panning out exactly as I expected. Check my history if you want, I posted a DD post months ago that made it to the front page of WSB. If you followed literally any of the put positions I suggested (NVDA, ORCL, AMD, SOXX, TQQQ, SNDK, CRWV)...they are all up.

RJsRX7

I sort of preferred Pat, and fully believe he got the short straw for Ford V Dodge reasons rather than him legitimately doing much "wrong", but I don't yet see the failure view on what he started. Ohio is cash destructive, and you're mostly right to assess that it wouldn't do today's Intel much good to have it come online today or tomorrow, but it doesn't seem like our silicon thirst is slowing, regardless of the "AI doom". It's a project that doesn't work without external customers, but it's not a project that doesn't work. On AMD eating their lunch, the truth of that matter is a fair bit less cut and dried. AMD has an edge currently in high power high performance, but the same Intel chips getting accused of being "less efficient" at full load are orders of magnitude more efficient under light load. Similarly, Panther Lake is kind of stupidly good at what it does, though it isn't a "halo" product, at least not fully. I also can't say the government money was what drove the excitement, I think at best it was a contributing factor. Interesting article about the accounting issues relating to that came up recently; the share price having reached what it did meant an impediment of damn near a quarter's revenue. I see more downside potential for the memory companies than the chip companies, but going back to "business as usual" would likely be -least- painful for Intel out of everyone in the space.

notepad987

**AMD** lost almost 6 months of gains in 9 days. The high was about $649 on Oct 6. Current price is $404.40 Still up almost $200 since April.

Original-Pay-2522

Brother take a step back and touch grass. I’m up 250 % on AMD, 200 % on Google. You don’t even notice this blip in a chart 5 years from now. Seriously, get laid it’ll do you good.

ThanksDependent1001

AppLovin looking like it wants to pull an AMD

M1BG

Mods need to start a cope thread where we all pretend stock market is at record high. I'll start: Lmao at the regards sho sold AMD after earnings - it's up 24% last two days

M1BG

Mods need to start a cope thread where we all pretend stock market is at record high. I'll start: Lmao at the regards sho sold AMD after earnings - it's up 24% last two days

starlauncher

I never understand the fomo some people feel. MU was 40. Then it was 1200. AMD was 65 and then it was 500. Sure you can make all logical sounding arguments but I ain’t buying that shit. When stocks are this inflated it’s hard to know the floor. Sure AI is magic but really is food, medicine suddenly not worth investing in? There are companies recording solid earnings and profit quarter over quarter but no we gotta pump Meta, SpaceX, Tesla that are burning cash for heat.

Sharp_Design_119

Yeah I’m not too worried about it, my guess is all the big players (AMD, MU) had contingency plans in place for if the Dems took congress/the house. Time to see how it plays out - maybe they start building data centers internationally and margins grow even higher. I didn’t hear no bell!

Afraid_Deal_4376

AMD to $450 tomorrow. Sit and watch 🚀📈

STanDiskPositive

Sue Bae selling AMD like a dumb bitch

Reopens

I don't know if I even want to support Nvidia/AMD after this crap they have pulled though

Chocobops

Told you guys AMD was cooked.... If the market didn't bounce at close, what exactly are you hoping will save us tomorrow? Unemployment? Topkek

Feisty_Appointment13

Got a question for ppl in the thread - Isn't it almost always better to just buy the ETF rather than trying to pick individual stocks like Nvidia or AMD? It seems like trying to pick single winners just to maximize profits is risky, and the ETF gives you a piece of everything anyway. Does individual stock picking actually make that big of a difference in the long run?

Samjabr

holy hell, AMD is $400? Wasnt it almost $600 five minutes ago?

Diebearz

what did you find that was so bad in the SMCI/AMD reports?

SirBuysHighALott

AMD went from +20% after earnings to wiping that out to doing another 20% drop. Rollercoaster.

Kind_Initiative_7567

Tomorrow looks like a terrible day , shits beyond fkd , went with 350p on AMD at EOD

piles_of_plastics

I don't know what I'd call industry wide 1.9T dollar spend for only 972B in revenue return other than grossly unprofitable. The data is all there that AI is already failing miserably to make a profit with the only profitable companies with it being Nvidia, AMD and Micron the ones selling the equipment.

SnooGoats4989

I bought AMD and Nvdia at the close yesterday hope your buys go much better than mine 24 hours before!

philwee

The only one that recover will be AMD and Nvidia. Everyone else cooooooooked

Specialist_Exam_8433

I think ARM and QCOM are going to soar tomorrow and next year. Will outperform INTC and AMD

M1BG

Gonna hold AMD overnight. PLS PRAY 4 ME.

DaDude_81

I am thinking of buying into the biggest losers (i.e. AMD) today to utilize the potential

GoldenParrot456

full port into AMD tomorrow

Bloodedark

I'm still up like 100% right now holding AMD. will be happy to see them go back to 200 so I can buy more.

LAST_NIGHT_WAS_WEIRD

There was a .com bust when I was using the internet everyday too. TLDR; buy and hold big names (NVDA, AMD, MU) and dump the nonsense (CRWV, NBIS, IONQ, SOUN, etc)

scriptmonkey420

AMD down 15% just today :-(

bubblegum-rose

The entire stock market is held up by the game of financial make-believe that the hyperscalers are playing. It doesn’t make sense for there to be ANY winners right now. AMD was still a loser, Intel was just a boatload of used tampons in comparison

gbsparks

Buy low, sell high. There should be some real bargains in the near future. During the early days of the pandemic, AMD was at $5.00 a share.

ComprehensiveKiwi489

Bought some AMD and MU at their low's today - Debating whether to get out with the quick profit. However, these stocks are still severely damaged.

Thatsnasty2

I'm not saying it can't bounce back, but AMD and many other tech stocks are crazy overvalued, and if you touch them it's entirely possibly they will never reach that level again, or not for a very long time. There's a ton of copium saying it's just a dip, but who knows.

hypespud

Sold out of ai with AMD out at 612 Feeling hella good right now Rotated to some outside of us traditional media snd tech stuff and have done very well 🥹 Just lucky I decided to bail when I did, my original AMD buy was 125

MetalSufficient9522

META, no way. They are on the down slope in tech. They are disliked. AMD, yes.

ethereal3xp

Just how sandisk and AMD did recently...yet getting crushed?

spellbadgrammargood

My AMD puts were -70% like 2 days ago now they are up +33%.. *feels good*

verified-trader

**BanBet Lost** — /u/NiceOwner (0W - 3L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $506.24 → $600.00 | +18.5% | 2w | Lost |

Stockholm86er

I'm up 30% this year still with this dump. I'm into GOOGL and AMD then just index funds. But I work in the industry and there is no stopping the AI train right now. If we don't take the lead someone else does it for us. I'd rather it be us than China or Russia. AI is like the internet, it was developed by the military and then used for the greater good of humanity (ARPANET). Every military complex around the globe see it's value so if we don't want to be at the forefront of creating the technology we will be forced to adopt it to defend ourselves against it. Do you see what I mean?

Methodical_Science

On NVIDIAs dominance with CUDA: ROCm on AMD and OpenAPI on Intel have made great improvements in platform maturity. Metal on Apple has been fantastic as well, but none of them are at CUDA's level yet, especially for training and research. Local hosting will allow "good enough" platforms to gain a competitive advantage over CUDA's technical dominance. It’s possible in the future with a major shift to local hosting that cost, memory capacity, and convenience will matter more to buyers than CUDA's technical lead. Apple certainly has a lot of promise as a competitor. Metal running on massive amounts of unified memory is well established on the consumer and small business side, though without datacenter hardware, Apple's reach likely stops at the workstation. AMD competes with Apple in unified memory for local AI, but it's split between that race and taking on NVIDIA directly with its discrete datacenter and workstation GPUs. Intel is taking somewhat of a novel approach. With Crescent Island, it's targeting enterprises with cheaper laptop-class LPDDR5X memory to put large amounts of memory on a discrete GPU, trading peak bandwidth for capacity. Intel seems to be positioning itself as the "value" enterprise and workstation option. It won't take over the market, but I expect it to expand Intel's market share, depending on execution and continued investment in oneAPI and OpenVINO (they do appear hard at work and committed to this).

FewWait38

AMD is up hundreds of percent this year while Sony has been beaten down in the same time frame, that's the difference

spellbadgrammargood

My NVDA and AMD puts were getting fucked the past 2-3 months, legit down -70%+, but now they are even or green.. *fuck yeaahhhhhhhh*

Jealous_Tea2231

$AMD holy shit

One_Patience_3039

I mean. I don't think intel was a great company before AI boom. Not saying it didn't start just that intel itself in an arguably shitty state especially compared to AMD

cuteman

> YOU want it to go up. Picks? So I can buy puts. I want your stocks to go down. Apple, NVIDIA, Meta, Google, AMD, TSMC, Micron, Tesla, SpaceX Go for it!

AldrichOfAlbion

Definitely. For anyone with a spare 50k definitely buy AMD or maybe Micron. You are in gold territory right now. I wish my 200k wasnt tied up in fuckin spacex, im down like 50 fuckin percent xD AMD just had a great quarter and before the Dems won, their stock was going up again. I know it seems crazy but you should definitely buy now, even a small part of your portfolio.

Fractious_Cactus

For all we know the major losses in the big AI states is really what it comes down to more than even senate/house control.  I dunno, but I thought the prices were too high anyway. I welcome the pullback and collapse in the speculative AI stocks and cyclical earnings of semiconductors/build out companies. I thought midterms we'd rally regardless since it'd be behind us. AMD is the only AI stock I'm getting interested in adding to here. I wouldnt touch any build out construction stocks

teflondon14

Im just trying to figure out what to do at this point. Im down $120k since June. I have $100k invested in 30 AI stocks.... all of them are now at a loss. Typical names... MU, Seagate, AMD, Dell, Lam, MRVL, etc. Do I sell now and buy back after the Dems get sworn in or do we have any chance of recovering at leZt some between now and then?

arbitraryalien

So is Nvidia one of the ones that won't persist? Broadcom? AMD? Google? Amazon? Meta? There is widespread, indiscriminate selling. Many AI companies aren't trading at lofty valuations. The few im invested in are currently trading at like 1.7x book value. They've crashed 40%+ over the past month. Meanwhile the underlying businesses are actually relatively strong. Ironically, the mag7 are the ones that are the most exposed. Sure, there are shitty AI companies that will die. 100%. But the market has shed $2T+ dollars today. The shitty AI companies have valuations in the tens of billions max. They physically can not have this large of an impact on the market even if they did fail. The dotcom bubble failed because no one figured out how to monetize the technology. The companies monetizing AI are the same companies that survived the dotcom bubble.

Then-Kaleidoscope520

So this sell off that isn’t just today or based on the midterms is irrational but AMD going from $200 to $550, in less than a month, was perfectly rational?

pmoO0

I bought very small call positions in spy, Nvidia and AMD. I will not touch Intel. It's a very small position, expiry 12/4 for all of them.

McOmghall

AMD made useful shit before AI, they'll be fine.

SirPanic12

Reminder that AMD is still up 93% YTD. There’s way more room to fall

CEOofBeanz

I’m already up 322% on AMD with no short-term agenda. The rebound cannot be caught, it will be too fast.

FreshHamster

$AMD 600c 12/11 is this regarded?

Bubbly_Ad2269

AMD will go bankrupt, it's done

Im_Still_Here12

Since when is AMD AI?

redpandaeater

After AMD dropped the terrible MSRP of their latest video cards February of last year and continued the idiotic trend of Nvidia - $50 I actually just completely discarded the idea of upgrading my computer and put that money into $AMD instead. Granted I'd already had some money in them, but they were around $100 at the time. Kind of annoyed a few months back they barely dipped below $500 for not even a full day and triggered my stop loss to sell $25k worth, but given I didn't sell anymore when they were over $600 and they're now at just over $400 after a huge hit today I'm still overall glad I locked in some gains.

doomedtocrumble

Bruh OpenAI better give NVDA 500 billion who then gives it to Cisco who then gives it AMD who then gives it to OpenAI right mf now

Prax150

Nevertheless you still compared Sony to AMD and ignored everything else I said.

Xenonite_Fox

The comparison is more apt for Fairchild Semiconductors. Intel, AMD, Sequoia and many others are children of that first company that industrialised integrated circuits

verified-trader

**BanBet Lost** — /u/CaptainParley1 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▼ | $483.58 → $395.00 | -18.3% | 3d | Lost |

imransilvake

MU, Sandisk, STRL, AMD all heavy down. I hope its time for a big rebound soon.

AccomplishedAd2792

Forrrreal. I just went to look at the "bloodbath". AMD is still up 60% this year lol.

maawpz

Nvidia going for 150, MU 200 and AMD 300

Party-Inspection-763

AMD will go sub 200 when the AI party is over, this might not be it but it could happen in the next 18 months. I have made 20% buying BRKB that is a amazing gain, I don't see the benefit of buying the dip in a company like AMD where it was a 100-0150 dollar stock for years. They dont have the earnings so the price will fall in a real selloff. This is not a real selloff yet.

Jets237

AMD 😱

Yada-Yada-Yadda

Gotta ask Grok * Not a broad crash—yesterday's post-midterm rally (Dems sweeping Congress) is fading fast. Chip/AI stocks are leading the drop on fears of tighter data-center rules plus Qualcomm's weak outlook from memory shortages. Nasdaq off \~3%, with AMD, MU, NVDA and peers deep in the red.

G0D5M0N3Y

I had people i know buying AMD and Intel at XXX p/e ratio. They are allllll paying for it now. I always looks stupid at first. But i laugh last.

aftherith

I may not have to roll my AMD 12/27 175 strike covered call after all.

Odd-Letter-3757

When are yall buying NVDA or AMD

Happy-Champion1661

YTD returns as of today: NVDA red, INTC +45%, AMD +95%, MU +150%. Seems like the semis bubble has finally popped. Honestly mkt looks healthy. The only shit thats insane is GOOG/META being red 10% and stuff like $APP/$RDDT being also still dead

LtUnsolicitedAdvice

> I'm looking at Nvidia, MU and AMD. I feel all 3 are much more insulated from the debt fueled mania that CoreWeave and others face. Right now chips are being built faster than data center infra. If data center building stops or slows down, inventory will start piling up. And that is not good if you are hardware company who's valuation is built on supply chain crunch. No one wants to be left holding cyclical stocks when the music stops playing.

BLVCKWRAITHS

When $AMD was up +10% on earnings after market to slide -29% on nothing….. that tells you all you need to know. Likely a buying opportunity - but more pain is possible. Nasdaq is holding the Aug lows. Also “AI isn’t profitable” may want to check Anthropics S1 and customer spend/saturation trends

pmoO0

I bet we close at the low today However, smart people shut up and position themselves already. You don't have to go all-in. Unless you have no funds and play the 0dte game. My hunch is: spy 725, Nvidia 168, AMD 385 Not today, probably not tomorrow, but early next week.

M1BG

Been holding AMD for 5 years but I might sell later today...

Ok-Indication-3754

Max pain still to come and to think I dumped my AMD $350 puts

Ok-Indication-3754

Can I have my AMD 350 puts back?

TX_NY25

overreaction on some names but valid on others. Hyperscalers are golden. A forced digestion period and a temporary slowdown in the massive Capex spend is exactly what they need. They'll be able to focus on monetization of their current data center assets and the completion of buildouts in the pipeline. They also need to work on the CPU pivot for agentic AI. ARM is completely mispriced as it's getting hammered like a semiconductor when it stands to benefit directly from the CPU pivot which is still in its early stages. NVDA is tough to price. They've got legacy revenue with GPUs, software/hardware lockin due to NVLink, etc, and their actively looking to capitalize on the CPU pivot. AMD will print with their CPUs as well. Pure Semiconductors are going to semiconductor. They're cyclical.

highchillerdeluxe

> exceeded expectations Funny you mention that because that's exactly what AMD also did. It even significantly exceeded expectations. My point is not to compare AMD with Sony. I know all that. My point is that earning reports don't have the big effect when the macro market is against (or for) you.

Street-Entertainer-2

My portfolio: $5k NVDA, $6K SPCX, $5k SPY, $2K QQQ, $3K AMD, $4K RTX, $1K INTL