AMD

bluethereal98

INTC merger with AAPL or AMD

ComplexEntertainer13

> If amd gets hit like Intel (a 20% decline in consumer); amd will barely feel it Historically AMD has been hit harder when there have been downturns in the PC market. Because Intel has more long term contracts with OEMs etc.

Wide-Contribution-29

Haha, mine uses an AMD Ryzen

UnkleSambo

I hope that one kid throwing a fit about AMD who used the N word lost all his money today u/wiisports101

ButtholeAnalogy

When is AMD I want to jump on that one

thenorthernwhiteboy

I got a feeling AMD about to taken out behind the shed

sfw_supdood

and if the bubble is popping here, it becomes an immediate baghold gambling on a shit company that gets completely dominated in both the CPU and GPU spaces by Nvidia and AMD.

rdrias

I was fearing the same, but , Lisa went to Taiwan last week(s) to ask for more wafers. You don't do that if you're not selling. Also, TSMC revenues keep going up, and AMD is one of the biggest buyers. I don't think Lisa is doing a Jensen and stuffing people with chips (and they wouldn't get away with it, they're not that big). So after selling all of it for a good profit taking, I'm thinking of buying again at this price

unhappyreach_

Apple Monday, then AMD Tuesday, Arm Wednesday QQQ might drill to zero by EOW

Sweaty_Platypus69

but if AMD & Nvdia shits the bed.. then the AI hype is pretty much over. We wont see ATH till next year at least.

Vlisa

Surely AMD earnings will reignite AI investment fervor! :nana:

Sweaty_Platypus69

AMD P/E ratio is still hovering 128.. :kek:

WorkingCorrect1062

If AMD dumps its over for the bols

mrxman14

The problem Intel has is with manufacturing. One of their FABs in Isreal exploded. AMD doesn't have that problem with TSMC. Also, AMD was smart to get guaranteed memory chips from Samsung and SK Hynix. Intel’s problems are mostly limited to themselves.

TimeTravelingChris

If they post Q3 revenue and it's flat I'm shorting AMD to Earth's core.

wildmover

AMD has been a cash cow for me. https://preview.redd.it/xy9q3swi3oyh1.jpeg?width=729&format=pjpg&auto=webp&s=05dc396f9d070ada7c6fd2bf8f98d06e08f52388

Phaoryx

Wow you are about to get cooked LOL. This earnings is expected to give shock and awe guidance for the future… and AMD and INTC are wildly different companies. P/E is inflated due to acquisitions… like you’re actually about to get cooked lol. Brother…

Local-Independent406

This theory will probably hold true. Look at SNDK double beat but tanked 15%. AMD will tank hard, no doubt. If it misses then 20% downfall is likely.

blazing_straddles

Plenty of .com's disappeared overnight. CSCO was going to be the recipient of all their networking gear, they were the analog to today's AMD & NVDA. And CSCO dropped from ~80 to the low teens. FWD PE's mean jack shit.

theummeower

AMD is going to smash earnings? Why? Because they aren’t intel

Initial_Ad_8333

AMD puts?

WorkingCorrect1062

AMD need to post a monstrous quarter otherwise we are fucked

HippoLover85

that is my reading mistake. I conceptually clump together the quarters "results" into one big bucket in my brain so that a "miss" or "beat" applies to everything in the report. you clarified but that didn't stop the autocomplete in my brain. But for a company that has a rich valuation like Intel, they need to perform on the bottom line too. that is just how it is. AMD is in the same boat. market will punish them if for some reason there is a huge loss in other places. But like i said elsewhere, consumer is much less important for AMd as it is a much smaller percentage of their company, and the gains in dataceter should really drown out any issues in client (assuming they aren't something like down 50% q/q and GMs on client going down to like 30%. . . . that would probably cause issues. But i don't expect it will be that bad.

SongNo4012

You just have to look at the estimated long term growth rate analysts plug in to every tech stock DCF model to tell it s overvalued and the market could tank a lot more on rerating alone from there. Makes even more sense given where rates are. The fact that Intel guidance came lower on pc sale which were flagged heavily by firms like AMD is borderline criminal from Intel. I wouldnt be surprised if there is a class action, they must have known months ahead. It is pretty much criminal.

Locus_In_Quo

Five Chip Stocks Drove 60% of the Selloff **Nvidia led in dollar terms. Its shares fell only 3.6%, yet that move erased about $185 billion**, because Nvidia is worth close to $5 trillion. Intel fell nearly eight times as hard in percentage terms. However, it lost less money, about $138 billion. TSMC dropped 5.4%, wiping out roughly $108 billion. Broadcom slid 5.5% and AMD sank 9.7%, and each shed about $90 billion. Company Change Market value lost: **Nvidia Corp. (NASDAQ:NVDA) -3.6% $185 billion** Has ER on 11-17-2026! Intel Corp. (NASDAQ:INTC) -28.4% $138 billion Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) -5.4% $108 billion Broadcom Inc. (NASDAQ:AVGO) -5.5% $90 billion Advanced Micro Devices Inc. (NASDAQ:AMD) -9.7% $90 billion Top five combined $610 billion Updated by 11:35 a.m. ET. Source: TradingView

alive_well007

bought about 15K worth stocks today. AMD/OCRL/VT/QQQM

sfw_supdood

Next week is going to be legendary. Midterms + AMD earnings + possible Iran escalation.

WashedWashingMachine

I prefer AMD , its just that I was expecting it to at least say around 100$ due to insider trading like Nancy and other politicians making bets they got fucked for once

Kollv

I got him with EWZ,NU,GOOG,RDDT,GDX,GDXJ,AMD,HIMS https://preview.redd.it/pj8uaks2knyh1.jpeg?width=960&format=pjpg&auto=webp&s=a23d4b68f290448e60ea5b7faff37a954dc3a097

bearhunter429

#Stocks off from their 52-week high: #SPY: -3.5% #NVDA: -18% #GOOG: -32% #AMZN: -17% #TSLA: -21% #META: -22% #AVGO: -35% #MU: -32% #AMD: -25% #INTC: -55% #ORCL: -52% #LMAO🤌🍁⛹🏾

drazayn99

AMD and QCOM maybe?

Soffatjockis

AMD has soooooooo much more room to dump lmao This shit is going back to 200

Crazy-Sir5935

I'm an AI engineer and i can solo what my team of 50 did 5 years ago, this will go up again AMD will save us!!!!

Crazy-Sir5935

Will AMD safe our souls?

minderbinder49

Buying AMD puts for Wednesday fuck it

SmellyStinkyGuy

I placed an order for 15 shares of AMD yesterday and accidentally placed it for 115 in 6 seconds. Just tilt trading into options now, but fuck man, today is brutal. https://preview.redd.it/07vd5q2wgnyh1.jpeg?width=1440&format=pjpg&auto=webp&s=a3396f0664e786b8243342c641be5c0e122764ca

Pitiful_Bedroom_6619

$AMD YOU FUCKING PIG !!!!! :screech: :screech: :screech: :screech:

Spac55

BigTech are global. They have big cashflow. They saw future with AI adoption As big cash flow growing. They keep spending for AI-infrastructure build up Look coding jobs, now all coding by AI $MSFT $META $GOOG $AMZN $NVDA $AMD $AVGO $ASML $QQQ $SMH $SPY Watch liquidity today

Kind_Initiative_7567

Yep i agree loaded AMD calls for next week

Kind_Initiative_7567

OK it’s bounce time Q’s hit 685 the 200 daily MA. Added more AMD calls lmaooo

Altair05

It's 1 of 2 major cpu manufacturers. It's not going anywhere, the same way AMD didn't go anywhere 2 decades ago. 

dubious_unicorn

AMD below 500

oliver2022

I’m an AMD bull and yeah I agree. BUT we already had a 10% fall by being associated with INTC and EVERYONE and their mama is saying a bloodbath is coming, last time this happened after hours was a green dildos party

ExplanationNormal339

The conclusion assumes AMD’s move caused the profit; without the position type and timing, the gain could instead reflect leverage, options pricing, or broader market movement. What position generated the gain?

vjbk1

AMD was cheap at $100

Fun_Presentation_215

Imagine AMD going back to 300 after earnings next Monday

Big-Cream3255

I don’t think we disagree? I think AMD is likely to go lower but I think the next leg down is likely going to be later. Timing is everything on a short.

Spirited-Lawyer-8281

Sandisk, Micron, Nvidia and AMD just need to get it over with and plunge 25-30% as well. They're in the same boat as INTC.

Regular_Leg405

AMD gonna be a bloodbath

Efficient-Inside1155

Bears finally got fed 😂 That AMD put looks like it did most of the heavy lifting.

Dry_Raisin2660

AMD might shit the bed.

ReturnOfFrank

AMD is down 11% today and it isn't even their earnings call. I'd say they have invited themselves to the party.

gokulzuzumaki

AMD sub 500

CJBlueNorther

Yall think Apple, AMD, and Palantir are gonna join the party and all crater too?

fallingdowndizzyvr

I've lost more than 20K today alone, thanks Intel and AMD. I lost more than 20K yesterday alone too, thanks Google.

Locus_In_Quo

> By 11:35 a.m. ET, 23 of the **world’s largest chipmakers and equipment suppliers had shed about $1.01 trillion across Wall Street and Asia. Nvidia Corp. (NASDAQ:NVDA), Intel Corp. (NASDAQ:INTC), Advanced Micro Devices Inc. (NASDAQ:AMD), Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) and Broadcom Inc. (NASDAQ:AVGO) alone accounted for $610 billion of that, or about 60%.** > The trigger was Intel. Its shares plunged 28.4% to $65.92 after the chipmaker’s fourth-quarter outlook landed well short of expectations. If the drop holds, it would be the stock’s steepest one-day fall since July 1974. > > Five Chip Stocks Drove 60% of the Selloff > Nvidia led in dollar terms. Its shares fell only 3.6%, yet that move erased about $185 billion, because Nvidia is worth close to $5 trillion. > Intel fell nearly eight times as hard in percentage terms. However, it lost less money, about $138 billion. > TSMC dropped 5.4%, wiping out roughly $108 billion. Broadcom slid 5.5% and AMD sank 9.7%, and each shed about $90 billion. > GOOG is on a huge discount $82 off from its recent highs, just a few weeks ago.🔥sale 😉

ArmedWithBars

Since I was 18 I just take money and put it into S&P every week. Whether it's on a RIP or tanked to shit. It's shocking how much that basic bitch investment has made. Sure I missed out selling 4 btc at 1k/coin, but I can live with it. Still got 1000 shares of AMD I bought during the Piledriver years. I was convinced that Intel would bail them out of a total collapse to keep the monopoly rolling. Then Ryzen dropped and I've been hard ever since. Makes the crypto sell off hurt a little less.

TheVenetianMask

most GPU companies went bankrupt and AMD is a charity case, think about it

BestRequirement7539

The big movers: \- Intel: −27 to −30% — its worst day since 1974, wiping out \~$130B. (Also a \~$12B loss for the US government's 10% stake and \~$6B for Nvidia, which holds a position.) \- Amazon: −2 to −6% (opened down hard, pared losses — down \~2% midday) \- AMD −10%, Qualcomm −12%, Broadcom −6%, Arm −10% \- Nvidia: −3.5 to −4.7% — actually the single heaviest drag on the S&P 500 by index points \- Dell −10%, HP −8.7% (PC supply chain fallout from Intel's warning) \- Coinbase −13% — separate issue: a record $6.3B hack at Binance hit crypto sentiment \- Reddit, Roblox and other high-beta names continuing to fall

bjay1290

AMD earnings can't F up the market even more right? right??????

bobthetitan7

intel had a solid beat but got slaughtered, all it takes is them guiding down slightly for 27 but AMD AI dc offering is just rolling out, the industry as a whole is very excited about mi450x, it will get them to around b200 level, potentially feasible for training with better token economics

T0th3M00NW3G0

They will. Capex is insane. Sandisk had good earnings, Nvidia did too last earnings. I’m sure AMD will as well next week.

Kind_Initiative_7567

Quadrupled down on my AMD calls for next week fk it

davidbigham

AMD under $500 . rip

DHCPme

AMD <500

AmazingSugar1

You look at bars and charts all day and this is what you get AMD doesn’t have a fan bro. Billions of dollars in r&d costs saved. Just design the AI chips and print money.

Dominathan

Pretty happy that when I saw the ryzen chips back then, I knew AMD was back on track. Bought stock, then bought my ryzen 5. With bitcoin, though.

gostan_balik

IMO, Intel was never really in the AI race, so valuing it like an AI stock is unwarranted. Its inability to grow revenue beyond its pre-2022 levels over the past three years, while much of the semiconductor industry has been growing rapidly, speaks volumes. Now, it's getting sold off amid weak PC demand, further cementing my view of Intel as a legacy tech business. I honestly have no idea what the CEO is trying to achieve at this point. Even if Intel were to develop a complete microarchitecture stack to compete in the AI space, it would take years for its first product to hit the market. And getting the chip out the door is only half the battle. Intel would still need to convince the industry to adopt it. Hyperscalers are increasingly developing their own custom chips, while Intel would also have to compete against NVIDIA and AMD in an already highly competitive market. The barriers to entry are immense, and I struggle to see how Intel can realistically close that gap. If agentic AI is supposed to be a bright spot, we should at least be seeing massive revenue growth by now. Yet, we're not. As for its foundry business, I seriously doubt Intel will ever be able to compete with TSMC on equal footing, barring a major geopolitical crisis or an actual war in the Pacific.

theummeower

So AMD below $500? Why? Because I bought

wiisports101

No fucking relief at all on AMD SHIT FUCKING GARBAGE DUMP STOCK

janon330

AMD is trading at a forward P/E 10x higher than NVDA. NVDA is a value buy at its current price. Do you even know what you are talking about?

FoundationRegular661

rip my $510 AMD 0dtes

BitTwiddles

Could the bloated RAM prices (due to the AI people sucking up all the inventory) be putting a damper on new PC sales, thus affecting INTC? AMD earnings come out next week I think.

Captain_Lameson

AMD put lottos for next week anyone?

OrangeForeva

Poor AMD dumped in solidarity with Intel. -11% GUH.

NiceOwner

Why the fuck is AMD tanking, we’re not Intel the shit ass old man leadership

FoundationRegular661

my AMD calls are fucked it seems

ComplexEntertainer13

> INTC is heavily involved in the PC market Uhu, and AMD isn't? Or what?

Square_Alps1349

Fuq. I work for AMD

0201037464793921170

So AMD gets punished losing $60+ because intel didn’t sell a lot of computers? My god

Darth_Candy

Depends on what you’re looking for. VRAM per dollar, they’re great, but throughput is low and the gap in software support is arguably just as wide between NVIDIA and AMD as it is between AMD and Intel. “It’s a good deal because their margins on silicon are lower” also isn’t a great sign for the investing sub, lol.

C2theC

I totally get the high-level view of your process. Mine is similar, though I’m not looking at the way that you are. Rather than looking at fundamentals, I look for market leaders and use math to filter out those with bad performance. It’s an art that takes decades to hone, so I understand when you say there is no magic. To better understand your thought process, why would you not have touched INTC! I personally think AMD is the better play, should never have touched INTC, luckily only two positions that will eventually come back, just will have capital locked up until then.

CEOofBeanz

AMD still needs to drop another $50

Itry31

Remember when y'all made fun of me for shorting AMD a couple weeks ago. I'm so glad y'all down bad

Hoosier2016

You have it backwards. NVIDIA, Alphabet, Amazon, Meta, Tesla, Broadcom, Micron, AMD - all 15%+ down from ATH. Tech as a sector is down 11% from ATH. Energy, Staples, Health Care, Financials, Materials - all within 5% of ATH. The collective strength of the above sectors is cushioning the blow from the tech mega caps getting hammered.

Primary_Ad2370

This makes me excited for AMD earnings.

WeowDystopia

I'm honestly rooting for AMD as a graphics card producer and processor manufacturer. They work better with Linux anyway. \*Nerd intensifies\*

NeighborhoodBest2944

I invested in AMD when I met a manager from Intel sitting on the plane. She was explaining to me how engineering teams were formed by ethnic, racial and gender balancing. That did it for me.

ianJoven

Intel's challenge isn't just competing with Nvidia and AMD. It's whether the company can turn all that spending into actual revenue growth. Comparing capex, revenue growth, and margins across these chipmakers in a single dashboard could help show who's actually benefiting from the AI boom...

hofmann419

I'm with you, except for Nvidia. Their PE ratio is actually surprisingly low even compared to AMD for example (which is absurdly overvalued right now). They are expensive, but the company is printing money. You could even argue that they are relatively cheap compared to the rest of the AI industry. That being said, i think that if the bubble should burst, Nvidia will tank way harder than companies like Google or Microsoft. So it's a pretty risky buy.

NiceOwner

Thanks for AMD shares guys

OnlyTheStrong2K19

Tripling down on AMD

Quixotus

Why is AMD down 9%?

meikawaii

What’s the price level we thinking? Going back to $450s? AMD is carrying a some price premium as an Nvidia hedge

Im_Still_Here12

I just know that I use to buy Intel CPUs when I was building computers in the late 90s and early 2000s and then stopped around 2010 and only use AMD going forward for desktop and server machines. AMD just has blown the doors off the market segment in the last 20 years which is one of the reasons that lead to Intel's decline in the last couple of decades.

GreedyPomegranate391

AMD is overvalued? Lol good luck mate. As usual, you regards don't know about the Xilinx acquisition.

federico_84

Unlike Intel, AMD makes a much larger percentage of its revenue from datacenter. It's the consumer PC market that's screwed.

Im_Still_Here12

Intel has gotten cash infusion (bailouts) by both Nvidia and the US government. There stock in the last year reflected those handouts. But, that doesn't change the fact they are still struggling to maintain market share against AMD, their GPU products suck, and they have show little to no innovation in the last 10 years in the CPU market.

JollyGreenVampire

that irrelevant. AMD has ben undervalued for a long time, now they are slightly overvalued imo

No-Put2311

The earnings massacres just started too.. look at next week jfc: AMD, AAPL, QCOM, PLTR, SMCI, LITE