AMD
Advanced Micro Devices Inc
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The NVDA debate has changed: the market is no longer arguing whether AI is real.
A4N (Alpha HPA) — World’s Largest High Purity Alumina Plant, Fully Funded & AI-Ready
Are semiconductor shares still a good investment, or too much growth is already priced in?
Meta's building its own AI chip backed by a $145B infrastructure budget this year. Capability win or capex concern
Your wheel is probably less diversified than delta makes it look
Thank you Tim Apple and Jensen Jacket man
Samsung's profit jumped 19-fold, the stock still dropped 7% and dragged the whole chip market with it.
Classic AMD, goes up $80 crashes $80. Like clockwork.
SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?
Nvidia's new GPU financing program is answering a question nobody wanted to ask.
YOLO'd $13,500 on $AMD over the weekend AMD $520C 7/17 exp, $15k gain
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
AMAT is making me rethink who the real winners of the AI boom are
GLW has already surpassed $250. Is it really a dark horse of the AI era, or just a massive bubble fueled by hype? Let’s talk about its major
If I had to pick one AI semiconductor outside Nvidia today, I'd probably lean towards Broadcom over AMD.
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
Zoom the fuck out it’s a massive quantum network
Zoom the fuck out it’s a massive quantum network
Net incomes for mega cap AI companies, including Micron, Samsung, and SK Hynix
How do you guys keep falling for the same scam every time
BENTLEY SYSTEMS(BSY) LOWEST BUYING ZONE - POTENTIAL SWING TRADE NOW
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
This is my thesis on AMD.1000+
Tracking infrastructure capex shifts beyond primary compute
Tracking infrastructure capex shifts beyond primary compute
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
Thoughts on this? 18 years old
What Are the Most Interesting AI Stocks to Buy Beyond the Obvious Names?
Nvidia, Micron, AMD lead tech sell-off as AI trade cools
AMAT is making me rethink who the real winners of the AI boom are
The AI trade is starting to look like a copper trade too
Took Profits Across AMD, DELL, MU, SPCX Today. Cash Is Comfy Again
$OTLK - Outlook Therapeutics: one-drug biotech, FDA decision July 29, ~1 quarter of cash. Binary setup DD.
ARK 13F Breakdown: Heavy Biotech Buys, Adding AMD While Trimming Tesla
Arteris (AIP) – The NoC IP Play Nobody's Talking About
Arteris (AIP) – The NoC IP Play Nobody's Talking About
CELH (Celsius) is to MNST (Monster) like AMD is to NVDA
Top stocks hitting 52-Week Highs/Lows - June 15, 2026 📈 📉
Been sitting on cash for the last year because people kept saying the bubble would burst. Is it too late for me to get in?
Does most of the analysis on this sub miss the key point? What can be done to answer the key question?
Bullish thesis for SPCX into the summer
Bullish SPCX Mechanical and Macro Thesis in the next month
intel is the most delusional bubble in the earth right now and I will die on this hill
INTC is the most delusional bubble in the semiconductor space right now and I will die on this hill
Am I crazy or is copper becoming one of the most obvious AI investments?
AMD is literally funding a startup with $350M just so they can buy AMD chips.
Bought AMD 180 calls last week thinking earnings would rocket it, now staring at -45% and bagholding like a dumb ape
Samsung's Han Jin-man Vows to Catch TSMC "Even If It Takes 10 or 20 Years" After Chairman's Taunt
Tried self investing again this month since 2021…
Day 4 Update: Letting AI manage a Robinhood portfolio
Mentions
Reminds me of the clowns calling AMD the Advanced Money Destroyer.
First ever stock buy was AMD 600 shares in the 6.00 range per share right out of college. Sold around $12.50 a few months later all 600 because I just graduated with a finance degree and thought I knew how to play the market.
I sold 2000 shares of AMD at April 2025 I should just delete the app and wait
I sold 100+ AMD at around 160USD when it started going up, back in September 2025 or something I am crying about it everyday
I have bought so many AI hype stocks in April/May. But I couldn’t hold it. Including AXTI LITE MRVL COHR AEHR ANET AMAT ALAB AMD and decided I shouldn’t buy stocks, I should buy ETFs instead
I sold my NVDA and AMD positions (went full cash but those were the big gainers) about two weeks before covid shut everything down. Underestimated the fuck out of that QE
Last year I was buying $AMD from $120 all the way down to $70, I kept buying, I was telling everyone at my work about how they should as well. I had the not so bright idea that once it got back to $100 I would sell out because it just had a big run from $70 to $100 and I was finally break even on it. So I thought I would buy back in on the next pull back. That was May 15th... That 1 position would now be the same value as my whole portfolio is currently. I think I sold it for $Hood too, which I thought was huge at the time because it had around 3x'ed but now I feel a fool.
I sold AMD beginning of april at $230 or something. It's now at $540.
I was AMD employee and I had quite some stocks. I sold everything for 120 USD to fund my bathroom renovation because I bought my own place.
Had like 700 shares of AMD in 2017, sold in 2018 right before Zen became the household product
Trust me. You would not have the conviction to hold AMD when it went from 170 to 90. This was 2024, the same time NVDA skyrocketed.
Sold AMD at like $150 and then it went fken nuts
AMD: on at 240 out at 200. Order to buy back at 235 didn’t fill
I had a lot of AMD stocks in 2020, sold them with 20% profits - is it still allowed to call profit 😂
AMD 1month chart looks like a fun rollercoaster ride
Is QQQ half of it isn’t back by fundamentals U think PLTR PE DDOG AMD or PAWN make sense ?
AMD has shit support for enterprise customers.
Bought ASTS at an average of 84 and been buying ever since all the way down through all this chaos. Will be buying it for an entire year to build my position. I am a degenerate long term gambler and I feel like this company has the most clear path to being profitable. I can wait for that. So I put $50k in and am DCAing another 50k over this next year. I live in my parent’s basement. Caught Palantir but missed AMD and Micron and the self hate from missing those obvious multibaggers has led me to AssAndTits.
This is good sign, we ride the hype with them and the market doesn’t crash until all companies get irrationally valued like AMD rn
Im kinda in the same boat you are in hv about 4 mill worth of AMD. I keep buying on the Dip its crazy the taxes
Reminder: AMD 6GW deal with Meta for 10% ownership in AMD
I'm in the same boat. However, half my gains are in a ROTH, which I'll swing trade, (AMD this has worked great). My regular brokerage account I am just sitting on, but already into long term capital gain, so based on my cash basis on the trade and $75K sitting in the background as harvested losses, I wouldn't panic about selling.
YOLOed AMD calls for end of month at $610
I bought 5K worth of AMD calls at close
I don't have a position in AMD but want to see it reach $600 because those warrants they issued in the META deal are interesting. $600 shares for a penny apiece ... sheesh. MU was relatively strong today after the open, pretty much the only semi that hugged vwap while the rest were kicked to the curb any time they were in proximity. Not all that surprising to see if rally into the close.
Was playing divergence today with a mostly negative bias and port is up %350. Lets go. Playing SPY, IWM, TSLA, NVDA, AMD, RDDT, NOW, PLTR
Tienes toda la razón, el rally puede estar cerca u ocurrir lo de AMD del 2025. Ya es cuestión de probabilidades, o de información privilegiada. Seguiré perfeccionando a este LLM. Gracias por los comentarios, amigo.
Thoughts on \*small\* spec bundle? Bought into these when they've been down in the past year, motivated by curiosity in emerging and green tech. I got lucky with AMD and FSLR a couple years ago with similar thinking. This is absolutely not even a 5% portfolio strategy: ABAT, AEVA, CSIQ, OPAL, QS, TAN
OP is probably talking about semiconductor stocks. INTC, MU, AMD, NVDA, etc. are all ~5% down today. SNDK is down 13% now. INTC, MU and SNDK are down ~25% from peak. Lol. Classic.
I have been investing in my job 401k and my personal roth/IRA's for the past ten years. I've earned about 75k in total at age 29. I'm doing decent with my income now going from 40 to 72k a year. I've originally just invested for retirement and to basically never sell anything until I'm around retirement age. However, I feel like I've missed growth opportunities with some of the single stocks I've owned like TSLA or RKLB to reinvest into other stocks. I'm not losing money from selling, but it feels like I'm losing money from holding long-term. Should I just not attempt to get back into trying to invest in single stocks, or just use this extra cash I'm earning to invest in ETFs? I'm not trying to be a day trader, but there are times I look back in hindsight that I could have sold RKLB at $150 when I bought everything at $20. I know this probably is a common theme, but I usually see people either try to day trade or plan around building a family/owning a home. Which are two things that don't fit me personally. * How old are you? What country do you live in? 29 and USA * Are you employed/making income? How much? Yes and 72k * What are your objectives with this money? (Buy a house? Retirement savings?) Retirement and using it to fund lifestyle. * What is your time horizon? Do you need this money next month? Next 20yrs? 5 Years to 20 years. * What is your risk tolerance? (Do you mind risking it at blackjack or do you need to know its 100% safe?) I have an aggressive approach to investing. I have a high risk tolerance. * What are you current holdings? (Do you already have exposure to specific funds and sectors? Any other assets?) Biggest single stock bags are TSLA, NVIDA, RKLB, and AMD. I have some holdings in SPY, VOO, and QQQ. I need to look back in my personal account. * Any big debts (include interest rate) or expenses? No Debt.
Up 9.8k on the day and I just closed out pretty much every long position I had (AMZN, GOOG, MSFT, AMD, RKLB, INTC) except a large-ish debit put spread against SPCX, NFLX leaps, and some CSP's on AMD that expire in 2 days. I'm up on the year and month and in protection mode at this point. This market don't feel right.
Imagine TSMC misses on earnings.. I don't get why they don't charge AMD and NVDA higher margins, letting them have all the gains
AMD holding up surprisingly strong, but I can't see the market coming back today by much. And AMD should be way lower.. let's get 410 EOD.
Can we just go back to this time where AMD, MU, ASTS and other random stocks just mooned every day? I don't like playing on hard mode
That’s not even remotely close to being possible right now. There’s already a layer of difficulty with simply changing your cloud provider. Switching from AWS to Google cloud for example. Secondly is the hardware switch. You’re building your systems to run optimally on specific hardware. Whether that be Nvidia’s platform, AMD’s, a custom chip, etc. that’s another layer of difficulty in switching. Thirdly, that an obvious security vulnerability to host your servers in China. Fourthly, China doesn’t even have access to the cheapest compute. China is making their own chips but they are objectively worse than American chips in every way. It’s not just about raw computing power, it’s about run cost. If they take 10x the power to provide the same performance then that doesn’t make sense for companies to use. Fifthly people generally want their servers close to them, not half way around the world
In case some havent noticed AMD and MU have 0dte options now
That's on you, holding long term =/= being part of a community. That said I flipped AMD, should of held, and I'm still a proud member of the unspoken meme stock community :')
Well that’s annoying I was up 5K on my AMD options and that red candle stopped me out at a 3K profit, shit immediately bounced right back.
Woah AMD has 0dte options now!!!
Someone explain to my chicken brain what's happening today if AMD
How has AMD managed to not fall under $500 yet
So its just normal now for AMD to have either 5% up days or 5% down days huh
All I need is for AMD to touch 500 again so I can load up on more of the same calls. Up from 2k to 11k so far on it. I'll be a millionaire soon.
I forgot i took AMD 550 puts at close on Friday. Just saw it and was like "this must be a mistake". Thank you friday me.
i shorted MU and AMD rn and now going to sleep, gonna wake up to a reversal, youre welcome
Not at all. Just people unfamiliar with it being so profitable. People were just like this with NVDA, AMD, TSLA, and more.
AMD is going to go past $600 soon. When it does, META will [execute their warrants](https://www.amd.com/en/newsroom/press-releases/2026-2-24-amd-and-meta-announce-expanded-strategic-partnersh.html) on AMD stock. If you're not buying tf out of META while it's still under its fair value idk what you're doing.
That's why I am buying $VXUS, $EWJ, and $VPL over $VTI. I want Kioxia, ASML, SK Hynix, Samsung, and TSM over NVIDIA, AMD, and the US $SOXX stocks. This is another variation of the HALO trade buying the actual fabs manufacturing the damn chips. IP only gets you so far and then you are at the mercy of paying the price for fab manufacturing capacity just like everyone else.
Dram: will make more money than god for minimum the next 3 years, forward PEs are in the mid to low single digits, down 28.2% in about three weeks on literally nothing AMD: trading at 80x forward earnings, 5% off ATH, on the idea that CPU prices will pull a DRAM and 10x Intel same story as AMD, but even worse, but Trump says to buy it though
I never said don't touch a SPAC. Please point and show me where I said "Don't touch a SPAC". I simply stated that de-SPACs have a very high failure rate. AMD literally tripled after Liberation Day, congratulations you know how to long calls. You and I are the same age, I bought a $4.5 million 8 unit mixed-use apartment building in January. $140k is not a flex, not in the slightest.
I literally max a 401k and in 10 years I have out performed it investing half the amount just in solid companies in tech. Lol it's amusing watching ppl flex 20% gains when I literally have 1100% gains on TSLA and AMD with 10k total investment. I just secure and buy other risks. My 401k is safe and the fuck around real gains is just my version of a savings account.
AMD. I watched it from a distance for awhile as it lay there rolling around in the dirt. I saw it start to run so I bought some. Then I sold cc and that really pissed it off so it stuck it’s horns up my theta, and I remember seeing my port go up really high pre market, then the bell rang and it crashed back down to were it started butt hurting a lot more
I knew it was coming but 30 mins before expiration it just went okay whatever I need to pay to exit I'll do it, even if they really are worthless. Mistake on my end was largely holding a spread on something thin. Needed to be in AMD NVDA, same bucket but much easier to get in and out. $EWY was thin.
I’m thinking Meta puts, I got burned by AMD PUTS last Friday.
1mil DAMD shares bought before after hours close says AMD is going down `!banbet AMD -5% 1d`
Depending how much AMD dips tomorrow, I might buy a couple weekly calls.
Thank you so much for answering with such detail. I only recently started options, and my stoplosses for AMD keep getting triggered since they bounce so much.
1mil DAMD shares bought before after hours close says AMD is going `down` `!banbet AMD -5% 1d`
It's obvious that Anthropic and OpenAI have pulled far ahead of everyone in the AI race. I don't see a scenario where someone else catches up including any of the big boys, but especially MSFT and META who have been responsible for most AI spending. GOOGL is still in the race, somehow, but they lost some of their top AI talent. AAPL sat out the whole CapEx thing. AMZN and GOOGL (and now META and several others) are developing their own chips, so the circlejerk financing that propped up this entire AI bubble cycle may soon come to an end especially as cheaper open AI models become more readily available. Implications of any pullback in spending, no matter how small, are just unfathomable at this point and no one is prepared for that possibility. All the CEOs will hold the line on this earnings cycle because they don't want to kill their stocks or appear to be giving up, but the writing is on the wall. It wouldn't hurt to hedge with some 6-9 months puts and dare I say NVDA and AMD are most vulnerable.
AMD will jump way more than MSFT over next 1 year.
It has a high valuation, but there are other tech stocks that I would sell first. For example I held a lot of AMD, but am gradually selling as I feel the valuation is crazy, and highly sensitive to an AI scare. Apple doesn’t have much AI so is more immune to this
I had AMD for a bit in 2021
relative to demand, yes. recent deutsche bank forecast shows the supply glut actually widening over the next 5 years. SK Group Chairman says even if they double capacity in the next 5 years they won’t be able to meet demand. HBM requires 3-5x more wafers per GB than standard memory. Also, by expanding HBM supply they are creating another bottleneck in standard memory, so they win on both fronts. the only way for them to crash is if demand disappears (i.e. if hyperscaler capex drops)…if demand disappears then NVDA also crashes…but market keeps a 5x multiple on memory and a 30x multiple on NVDA…it’s a joke (even though technically, memory is better positioned due to diversification of income & less competition. NVDA had a free ride but now they’re losing market share to AVGO, NVDA, AMD & now even MediaTek lol
I think AMD is astronomically overpriced at $900B, all I’m saying is Amazon hasn’t started selling chips externally, yet already has a bigger business than AMD and is growing triple digits. I estimate the chip business to be worth \~500B today, and AWS to be worth \~1T. That gives you the rest of Amazon for \~1.1T.
The fact everyone here is unanimously on the same side of a trade has always been a contrarian indicator. Makes me want to go long…. I mean honestly, would any of you for any reason be able to say, “alright, I was wrong. Elon did a fantastic job of delivering.” “But he won’t ever deliver! He’s a con man that promises etc etc blah blah…..” All I know is I saw the recording of them catching a rocket. Not saying their evaluation is warranted, but I remember all you cucks when Facebook was at $80, when Nvda was at $80, when AMD was “amazing money destroyer” and when Google was “ losing market share” and the list goes on and on.
Well, you're just saying it's comparatively a better value than AMD. It could still be overpriced.
What about selling 2-7 DTE covered calls? I happen to own a lot of AMD shares
Amazon has a larger chip business than AMD (50B chip revenue for Amazon and growing > 100%) …. and AMD is worth $900B… Amazon’s entire market cap is 2.6T. AWS and chips are probably worth \~1.5T today, and that is before the start selling to external customers. You’re buying the entire e-commerce, logistics, ads, subscription, robotics, and AI infrastructure business for the remaining amount. Insane bargain long term
AMD will buy NVDA. Nvidia has all their eggs in one basket. I am a regard so I'm never wrong
I've had AMD shares for 6 years now. It's been an inside roller coaster, dropping to less than half of all time highs over and over. But I held and continue to held because in my research, I believe in the company's fundamentals. If you believe in Oracle's, this will simply be a blip on the chart years down the line.
I’ll save you the trouble from not breaking any so called NDAs with a Gemini search. The entire concept is still in dreamland. Several major tech giants and specialized aerospace startups are actively planning and deploying **orbital data centers** to solve the immense power and cooling constraints facing AI infrastructure on Earth. \[[1](https://www.bloomberg.com/features/2026-space-data-centers/), [2](https://qz.com/orbital-data-centers-ai-space-tech)\] Driven by the need for continuous solar energy and the zero-land footprint of outer space, the following companies are leading the charge: \[[1](https://www.facebook.com/vaibhavsisintyofficial/videos/spacex-is-building-data-centres-in-space-up-to-one-million-of-themai-is-not-slow/2505902176486272/), [2](https://qz.com/orbital-data-centers-ai-space-tech), [3](https://www.youtube.com/shorts/dgpBzGDEexI), [4](https://www.geekwire.com/2025/starcloud-power-training-ai-space/)\] **Aerospace Giants & Major Tech Platforms** **SpaceX**: Recasting much of its long-term corporate strategy around space-based AI infrastructure, the company has submitted applications to the FCC to deploy a massive network of up to **one million solar-powered data center satellites**. Its initial design, named **AI1**, is a 20-meter-tall spacecraft with a 70-meter solar wingspan engineered with onboard liquid radiators and laser communications. \[[1](https://www.businessinsider.com/elon-musk-ai-data-centers-spacex-will-send-into-space-2026-6), [2](https://www.instagram.com/reel/DZnPBcikjgN/?hl=en), [3](https://www.wsj.com/tech/ai/data-centers-in-space-a-pipe-dream-or-ais-next-big-thing-c13bb184), [4](https://www.sciencedaily.com/releases/2026/06/260618041501.htm)\] **Google**: Pursuing orbital computing through an initiative called **Project Suncatcher**. Google plans to deploy an initial 81-satellite cluster to run AI workloads in orbit, bypassing terrestrial power-permitting bottlenecks. \[[1](https://www.npr.org/2026/04/03/nx-s1-5718416/ai-data-centers-in-space-spacex-elon-musk), [2](https://enkiai.com/data-center/top-space-ai-data-centers-12-key-players-in-2025/), [3](https://qz.com/orbital-data-centers-ai-space-tech)\] **Blue Origin**: Led by Jeff Bezos, the aerospace company has filed regulatory requests for **51,600 data center satellites** under **Project Sunrise**, aiming to scale up gigawatt-class infrastructure in orbit. \[[1](https://enkiai.com/data-center/top-space-ai-data-centers-12-key-players-in-2025/), [2](https://www.instagram.com/reel/DZnPBcikjgN/?hl=en)\] **Planet Labs**: Partnering directly with Google on Project Suncatcher, the satellite-imaging firm plans to launch its first two **AI-driven prototype test spacecraft** to validate in-orbit data processing. \[[1](https://www.npr.org/2026/04/03/nx-s1-5718416/ai-data-centers-in-space-spacex-elon-musk), [2](https://enkiai.com/data-center/top-space-ai-data-centers-12-key-players-in-2025/)\] **Specialized Startups & Infrastructure Providers** **Orbital**: A fast-rising startup that emerged with plans to deploy up to **100,000 low-Earth-orbit data center satellites**. The company has petitioned the FCC to bring 10 gigawatts of space-based computing power to market to fulfill AI processing needs. \[[1](https://spacenews.com/orbital-files-plans-for-100000-orbital-data-centers/)\] **Starcloud**: Positioned at the forefront of the commercial demonstration phase, Starcloud launched a spacecraft equipped with an **NVIDIA H100 GPU** and successfully trained an AI model in orbit. The company plans to deploy its scaled-up "Starcloud-2" architecture. \[[1](https://www.npr.org/2026/04/03/nx-s1-5718416/ai-data-centers-in-space-spacex-elon-musk), [2](https://enkiai.com/data-center/top-space-ai-data-centers-12-key-players-in-2025/), [3](https://www.racksolutions.com/news/data-centers-news/are-data-centers-headed-to-space/?srsltid=AfmBOorOjblCvYSGY9OWGghMbd4p6hrGH8-qsUgbwdBk4j6j3fG0M3Xh)\] **Cowboy Space Corporation** *(formerly Aetherflux)*: Developing the **"Galactic Brain" project**, which integrates space-based solar power nodes with orbital data centers, targeting initial orbital deployments. \[[1](https://enkiai.com/data-center/top-space-ai-data-centers-12-key-players-in-2025/), [2](https://spacenews.com/planet-bets-on-orbital-data-centers-in-partnership-with-google/)\] **Lonestar Data Holdings**: Focusing on data security and backup, Lonestar has signed a $120 million contract to build **data-storage satellites** operating from the Earth-moon Lagrange point (L1). \[[1](https://www.cnn.com/science/data-centers-in-space-spc)\] **Axiom Space**: Exploring the development of commercial **orbital data center nodes** meant to integrate directly with future private space stations. \[[1](https://enkiai.com/data-center/top-space-ai-data-centers-12-key-players-in-2025/)\] **OrbitsEdge**: Working on architecture to deploy hardened edge-computing racks into orbit, relying on hardware partnerships with legacy firms like Hewlett Packard Enterprise (HPE). \[[1](https://introl.com/blog/orbital-data-centers-space-computing-race-2026), [2](https://finance.yahoo.com/news/orbit-data-centers-market-report-100600284.html), [3](https://www.facebook.com/yourstorycom/posts/indias-space-tech-stack-is-moving-beyond-launches-into-compute-infrastructure-ag/1374802314681739/), [4](https://orbitsedge.com/in-the-news)\] **Critical Hardware Enablers** While not launching their own constellations, chip manufacturers like **NVIDIA** (which recently hired specialized orbital data-center architects) and **AMD** are actively designing the radiation-tolerant, high-efficiency GPUs required to power these extraterrestrial server racks. \[[1](https://enkiai.com/data-center/top-space-ai-data-centers-12-key-players-in-2025/), [2](https://www.wsj.com/tech/ai/data-centers-in-space-a-pipe-dream-or-ais-next-big-thing-c13bb184)\] If you would like to explore this further, I can provide more details on **how these satellites handle cooling in a vacuum**, outline the **projected timelines for commercial launch**, or break down the **bandwidth and latency limits** of processing data in space.
> Any moron could have looked 5 years ago and said “wow Google makes a lot of money. I am going to buy Google stock” > > > I’m referring to the ten year period . Not five > And in 5 years you would have more than doubled the performance of the S&P500 on just vibes You weren't in the post that I originally responded to but if that is what you meant so be it. That has been the premise of my responses because based on that original idea of Google 5 years ago based on your original comment a company like Microsoft dramatically under performed. My point mostly still stands. Even among mega caps in 5-10 year windows there is the potential to massively over or underperform. I personally just took a hodge podge of the biggest companies (MSFT AMZN AAPL GOOG AMD NVDA among some other individual stock picks I like and balanced it with the index funds. So I have diversity among my individual large cap picks as well as a safe fallback with a healthy investment in index funds. Obviously keep doing what works for you. No part of this is me trying to convince you that you personally are doing anything incorrectly, I just think your line of thinking isn't going to be the best way to approach things for *most* people who invest.
Dude. Even if one removed Nvidia, micron and AMD spend and revenue from the equation, the AI industry has spent $1.1T so far as of July 2026 but only made less than $230B in AI driven revenue. How is that a viable business model? And the AI revenue gap is expected to get wider. That is like starting a small business and saying it's going great because you have $23,000 in revenue ( not profit) while ignoring you spent $110,000 in generating that revenue. The Dotcom bubble popped because investors looked around the room and realized that the vast majority of those businesses were not economically viable and were massively overpriced. When investors realize that AI spending WILL get to a point where generating a profit on the spend from AI-driven revenue alone is mathematically impossible they will pull their money from OpenAI and Anthropic then the bubble bursts.
No I have an MBA Spent years in finance as a controller You are a clown Have 1500 shares NVDA ave. Cost 40 Amat Ave cost 72 AMD Ave cost. 47 AAPL average cost 71 GS. 385 Maybe I am lucky to have 6 figure gains in all of them. Or maybe I knew what I was doing
Sell your losers, not your winners. If you’ve got too much in a risky position, DCA out to a lesser amount. Says the guy who sold AMD he held for 5 years at $270 and $330 recently literally days before it was $500 plus
I may be the only mfer in here who hasn’t touched AMD, MU or SNDK
It’s not speculative at all. Look at the numbers, demand, guidance, and capex of the other big tech companies who’ve even mentioned buying AMD chips. They’re getting competitive and have a lot of demand surging for them, along with crazy guidance and numbers.
"JUST IN: U.S. eases export restrictions on the UAE, allowing for Nvidia, AMD, & Cerebras to sell advanced AI chips to the Gulf state."
Ya i blew up my first options account on nflx earnings last fall. I had just freshly made $10k off of AMD and i felt like a damn genius. I saw Nflx was down a $100 on earnings report and my eyes got big and i full ported 2 week contracts thinking surely it has to rebound even if just a little bit the next day. Nope, downward spiral and that downward spiral is still going even today so even if it was a 6 month contract i would of had the same result. F NFLX
I held, but I didn't add which was my mistake. To be fair, I've been playing options on AMD the entire time, but I certainly should have more shares. https://preview.redd.it/q1t6u9aylich1.png?width=640&format=png&auto=webp&s=96632c1469a44cabba4609e1234049bc6e923c24
tell me how MU is better than SNDK. So far it seems SNDK moves up or down much easier, like comparing AMD vs NVDA >MU bagholder here
Homie made a few thousand on AMD once and went all in on Space X. (Homie is me. Please buy my workstation. I’m hungry)
A few parts to this. If you followed the space at all you'd know that AMD GPUs are notoriously less power efficient than NVIDA's. Like, that and NVIDIA's software stack is like 90% of the reason why AMD is second fiddle. This is like triply true in the datacenter space. Second, CPUs aren't good for inference, if you followed the space closely, tried running local models or otherwise, you'd know that. The amount of time one takes to get a token is higher, so they end up burning more energy per token even if it's less per second Also, ARM CPUs are way more efficient than AMD's x86 chips, and guess what NVIDIA's only CPU offering is? Yeah it's arm. AMD has some powerful server CPUs though, ignoring wattage, though, they're in the lead there. Third, blackwell uses HBM3e because HBM4 didn't exist when it was designed, rubin is coming out with HBM4 in it. CPUs can indeed use whatever memory you want if you got a board to cover it but that's not really all that big a deal.
Yep this is exactly where I was at when I sold 600 shares of AMD at a loss for $110 last spring . Sell it now so that you can set MSFT free for everyone else.
MU…AMD…Kids…. All the same…take all our money most the time.
Dang nice, yeah I could have gone for some moonshot stocks but the Mag 6 I bought ought to be steady compounders. Maybe not explosive rockets but I expect them to carry the market, still. I wish I was paying attention to the market before October 2025 … I feel late to the party. I wish I bought Micron, AMD, Google, etc. The 3.3% in individual stocks helps me scratch the itch of capturing concentrated gains, but makes me feel comfier that if all of them fall 40% from an AI bubble popping, I won’t feel that much pain.
I did the same - in regard to experiment. Was 35/ week. Was like lets just try a moonshot account. I originally had google, msft, amazon, wmt. Stayed stagnant for a bit. Looked at my other stuff, and was like fuk it, i already have these. Lets do sone risky Off the top of my head, thats like 2790/ year or something. Not bad. Thought after 2 years, 5k+, ok you might be able to do something with that. Its now 34k lol. I study the chit out of it. I know im gonna have to sell quicker. Just trying to make it grow When i read a lot of advice on here.. im like.. nonsense. Diversity mitigates risk. Its not technically "better" Im just glad i took the risk. And honestly i think the risk is overblown unless you use close to your purchasing power on margin However, im not gonna lie. I dont think theres a stock i wouldnt sell. Maybe AMD in my roth
Lol. CNBC's 'chip expert' they have on just said that AMD will be more popular because they're more power efficient than nvidia. Holy fuck, how do they not have an intern around to correct them?
Those and the Mag 7 can be good at times. Just investing wholesale in all of them makes it even riskier. For example, I have stakes in Google, Meta, and Amazon, but not Nvidia. Neither do I spend a penny on neoclouds, AMD, and the like - I don't like the business model and the numbers on the balance sheet. This has been a fairly lucrative 40% avg CAGR for the last 5 years. Not groundbreaking, but not shabby either. Also, comparison is the killer of joy. But oh this is wsb I forgot.
Shit, if you're gonna pump SOXL least you could do is bring GFS with you. I know it's a shitty company and all, AMD's dreughs, but it could make memory.
I can only go balls deep on one at a time and that's AMD right now.
I remember the time when AMD was called "advanced money destroyer" Now it is "advanced money dispenser "
See, we had this problem back in 2018. AMD was trading between $9 and $11. Obviously, I sold all of my AMD at $11. If only I had held on 😩
The Dell family pledged additional monies awhile ago that are supposed to go to kids in households under a certain income level. I think a few other companies like AMD as well
# Possible stocks (low confidence) Based only on the price action patterns—not on readable text—the trader could be watching the kinds of stocks active day traders commonly trade: * NVIDIA (NVDA) * Tesla (TSLA) * Palantir (PLTR) * AMD * Meta (META) * Amazon (AMZN) * Microsoft (MSFT) * SPY * QQQ The center chart, in particular, resembles a large-cap stock making a morning recovery rather than a thinly traded small-cap.
not unless PLTR and AMD hit the highs of yesterday with NVDA touching 211