AMD

Majin-Boots

I couldn't be bothered double checking each one. Your first example is Alphabet which had a 10% drop due to a disappointment in earnings. AMD had a recent boost due to earnings being above expectations. Claiming that investors dont care about earnings is stupidity.

zuckzuckonit

What are your thoughts on AMD?

lonigus

Nothing is bursting (yet). What was wiped from Nvidia went to AMD and others.

Outside_Share_2445

Next is AMD CEO!!!

Crazy-Sir5935

Wait for top end GPU engineers to leave NVDA for AMD after legend Jensen left....

No-Platypus4134

Nvidia will lose 1200 of its best. Its last chips will be the best its ever made for a very long time. Jensen was very close with TSCM and his parting ways will lose that relationship. AMD will catch up and surpass Nvidia. However, if Democrats win mext election Government will heavily suppress Ai growth. I went to an Army base today as a veteran and they are training for war in Europe. So yeah we have too much pressure on everything atm. One thing breaks and everything will crash

arnies_werld

Same story....1600 shares of AMD @ $3 and sold when the price hit $12 (also 400%). I was ecstatic that day. That would have been around $880k today😅 I think about that often. Ultimately, I was too stupid and impatient. Lesson learned the hard way cuz time was the biggest component lost in all this.

halcyonandon

You are not accounting for a potential loss of the CUDA moat. Anthropic just put out a report they were able to ramp up on AMD in a matter of days using Mythos, where it would have taken NVDA CUDA 6-12 months. If they start showing serious performance advantages on top of accelerated ramp up times, the entire reason people use NVDA disappear. They will still be a competitive chip provider, but they will no longer dominate the market.

music_is_gud

Agree. Most of my swing trades are lasting like 1-3 days these days instead of 1-3 weeks that they usually used to. The only position trades I'm in on rn are CDNA and AMPL, but they can go down any time when the tech makes a comeback which is making me a bit uncomfortable with those positions. I entered AMD at the reclaim of 21d today but tbh it had a weak ass close to the day pretty much at that same point

thef10buttonmasher

Because his judgment was correct when it counted most, like developing, teaching, and supporting CUDA and GPGPU before anyone else did even though it was unprofitable and seen as a bit of a waste of silicon by some at the time. He also made some other tough calls like getting out of the motherboard business and retraining those staff instead of laying them off. "Oh but that's easy" you might say. Hindsight is 20/20. Other companies made trillion dollar errors like AMD being a Johnny Come Lately almost always trailing Nvidia on anything important not just in AI but even getting frame pacing right. Intel not realizing the importance of GPUs in the data center until too late. Microsoft fumbling mobile so they are now effectively shut out by Android/iOS. Etc.

critical-levels

lol yeah im no jensen stan but are people forgetting this guy literally made the largest company in the world single handedly? Do they just think NVIDIA was positioned like this for no reason? Theres a reason Nvidia is this far ahead while AMD and intel are nowhere to be seen.

Busy-Needleworker523

Ruining a friendship over a piece of a $100k is crazy. I ships value my money more. I invested 200k in AMD at $120

Eazy-Eid

AMD since 2020. Main reason my port is up 60% this year

Tricon916

I bought AMD at $3 soooo long ago. Just gonna hold it till I retire and see what happens.

s1n0d3utscht3k

tbh that’s completely impossible at the hardware and execution layer GPUs don't know what a "model" is, they just execute low-level GEMM (general matrix multiply) and FlashAttention kernels via CUDA/PTX i mean wtf and even if Nvidia tried to enforce cryptographic model signing at the driver or firmware level (like Confidential Computing attestation), anyone with physical access to bare-metal H100/Blackwell nodes could easily spoof weights, strip metadata headers, or run custom Triton/CUTLASS ops cuz ALREADY all the Llama, DeepSeek, etc and GPT architecture are all fundamentally the exact same transformer matrix math under the hood beyond the technical impossibility of blocking arbitrary linear algebra without bricking HPC, scientific simulation, and gaming workloads…. tbh quite bluntly doing that would violate antitrust law overnight no matter if daddy trump likes it or not…. and probably instantly hand the entire hyperscaler market to AMD MI300X/MI350, Google TPUs, and AWS Trainium only only way it’s gonna happen is by enforcing hardware-level cryptographic attestation on closed, vendor-signed binaries …. and dude that will never happen because blocking arbitrary CUDA code would instantly brick gaming, rendering, and scientific computing…. force hyperscalers straight onto AMD, TPUs, and Trainium, and probably trigger said antitrust lol

HybridInvstr

I'm approaching 40. The best advice my dad gave me growing up was to invest in companies that are well respected. 20 years ago he had me invest in AMD, because the CEO was someone he respected (Lisa su) and the company had good fundamentals. That $25k he helped me invest 20 years ago has been the change in my life. I've added into that position throughout the years but I will say this: if you pick a solid stock with a management team you can respect, absolutely do it. Not saying you won't ride some ups and major downs. But find the one (or few) that you feel have a strong management team and growth potential, and it pays off over time.

Rexultdis

AVGO and AMD had to go back to barber today for their haircut

Ill-Ad1603

I work in the semiconductor industry, am a MTS firmware engineer at AMD. Jensen is a genius. You cannot deny the facts man. Everyone in the industry respects him.

GreedyPomegranate391

AMD since 2018. Wild ride with wild swings. But no, couldn't have made this much money in index fund.

LITTELHAWK

I started buying around 2015, I think. I have some that would certainly have been better spent on an index fund. But I have quite a few that have more than made up for it (TSLA, MSFT, NVDA, AMD, etc.)

NHLHITMAN

I’ve owned amzn, tsla, AMD, MU, nvda, goog, since 2014. It’s completely changed my life.

Severe-Selection-256

Imagine mango started yelling AMD!!! AMD!! 

BadaBingSil

LHX: oopsie we got hacked or something so we have to ground all flights in the USA *stock down 3%* AMD: we're kind of like NVDA *stock down 10%*

rogueSkib

i’ve been long for years, AMD biggest winner, but stayed away from options since i flubbed that life changing opportunity, getting the itch but maybe it’s not my game to play

TrickSingle2086

Wonder if the engineers could migrate over to AMD

soysssauce

Is Farr more important than your doctor? Imagine if there’s no Jensen, just lookat AMD and Intel that’s the only chip we would have.. there will be no cuda and the progression of AI will be much lower than what it is today. He is one of the most important entrepreneur of our generation.

Wide-Contribution-29

Still need TSMC for all other IDMs like AMD AND Broadcom there’s no company that can handle it domestically

sapien3000

Taiwan has TSMC that manufactures chips for AMD and Intel

Certain-Mobile-9872

Only AMD

soysssauce

Sometimes morale isn’t the only thing that you should be considered somebody like Thomas Edison can be a complete dick, but he was crucial to human technological development without him. I’m sure there will be lightbulb, but it might be pushed years down the road same thing with the Jenson Hoang without him the AI there won’t be any media graphic card, and the AI progression will be slowed by quite quite a few years just look at AMD and Intel now that’s what we would have if there’s no Jensen

soysssauce

Sometimes morale isn’t the only thing that you should be considered somebody like Thomas Edison can be a complete dick, but he was crucial to human technological development without him. I’m sure there will be lightbulb, but it might be pushed years down the road same thing with the Jenson Hoang without him the AI there won’t be any media graphic card, and the AI progression will be slowed by quite quite a few years just look at AMD and Intel now that’s what we would have if there’s no Jensen Wong

PenguinOfB00m

Good, I have an AMD card

Swimming-Dingo-9695

I bought AMD shares at $543 this morning and sweated all damn day... took a nap around 1:30, and just so happened to wake up at 2:55 and sold them for a small loss at 535. Feeling pretty good about that blessing

Own-Recipe5908

That's how AMD goes. It's a legendary scalping stock. It was insane that people trusted AMD pumping off NVDA dumping when nothing fundamentally changed about production and literally every bit of capacity that's bought from other companies is sold.

Shenshenli

We need AMD to just hire Jensen and siphon all that staff.

JudgmentCharming355

AMD one day 10% green another 8% red this is fucking insane

Expensive-Notice-509

I choose to believe this. I bought AMD at 645

red_fluke

Ah yes, Jensen will probably make millions from amd by doing this. At same time lose billions worth of his nvidia equity value, thus becoming the biggest loser in world because of rise of AMD.

KingWooz

AMD has entered the chat

double-beans

AMD

MyDogIsDaBest

That's good news! I just worry about how it affects competition in the GPU space, fingers crossed AMD and Intel run away with it. It'd be hilarious if AMD and Intel began to dominate the gaming space which meant their GPUs were actually more useful than NVIDIA's and NVIDIA got kicked to the curb by AI companies (assuming AI companies survive the incoming Anthropic IPO pump and dump)

the_humeister

I want to know what AMD thinks about this

Professoul

AMD down 10%

Akkkuma

Either way I'm holding $AMD

Brave-Lawfulness4985

AMD dropped $60 share today. biggest loser. now that's funny!!

sargsauce

That dip after that first vertical must've been excruciating. Good job, bro! I made some scratch today on SPY and AMD puts today, too, then finished trading for the day by 11:00ish.

Right-Departure-8881

my discussion with an agent. Refute this. Under **Article I, Section 9 of the U.S. Constitution**, Congress is legally barred from passing a Bill of Attainder. This means **the Senate cannot pass any law, penalty, or restriction that targets NVIDIA by name.** Because of this constitutional limit: 1. **No NVIDIA-specific laws:** Any regulation, export control, or security rule must apply to the *entire semiconductor industry* (AMD, Intel, etc.), not NVIDIA alone. 2. **No direct corporate penalties:** The Senate has zero authority to fine, sanction, or structurally punish NVIDIA as a corporate entity. 3. **Jensen is out:** Subpoenaing a former executive has zero legal or operational binding effect on NVIDIA's current business or balance sheet. **Bottom line:** The Senate cannot do anything *to NVIDIA specifically*. Any legislative action is broad and industry-wide, meaning NVIDIA faces no unique, targeted penalties from Congress.

hardcrepe

So if news hasn’t already come out of it, confirming it and I missed. How much do you wanna bet that the reason AMD is going down is because Lisa Sue got caught up in the web of the selling to China as well?

Snoo_14634

The big thing is watching the news. Tech stocks are make or break because of how much of the economy they make up. That's why you see a lot of people trading index funds like SPX, QQQ, SPX. Those are your best bets. Big tech companies like Nvidia, AMD, Microsoft, etc will affect the movement of those funds. So if some big news breaks, like the CEO of one of these companies having an affair with a Chinese spy, you could likely predict the markets will react negatively and then you buy put contracts. I rarely buy options that are more than a couple dollars out of the money. Especially with 0DTE contracts. Learn about what technical levels are and how institutional investors react to them. That's what I did. Because then you can more often than not guess what the day will look like. The rest is just setting strict rules for profit and loss. If you're trying to get rich quick and that's your focus, you're going to lose a lot more than you win hanging onto options too long. Set realistic profit goals. The only time I've made monster profits (for me) is when the premium shot up faster than I could sell it.

fzrox

Elon is a big customer, if Elon switches to AMD, they are cooked

Creative_Youth_4982

nvda just lost it's talisman; he was implicated in selling chips despite and export ban; wsj article called out circular financing to keep the wafers full at TSMC (CFO probably front-running reduced guidance; what else? did i miss anything? oh yea, seems someone used Claude to port CUDA over to AMD chips

Creative_Youth_4982

nvda just lost it's talisman; he was implicated in selling chips despite and export ban; wsj article called out circular financing to keep the wafers full at TSMC (CFO probably front-running reduced guidance; what else? did i miss anything? oh yea, seems someone used Claude to port CUDA over to AMD chips

Creative_Youth_4982

well, nvda just lost it's talisman; he was implicated in selling chips despite and export ban; wsj article called out circular financing to keep the wafers full at TSMC (CFO probably front-running reduced guidance; what else? did i miss anything? oh yea, seems someone used Claude to port CUDA over to AMD chips

Milanoate

Jenson Huang is the reason NVidia is 4.5T (before last Sunday), while AMD is 0.9T. Without Jensen, these two companies should have comparable market cap. Can they still sell chips? Yes. But the stock price will be cut in half. >Nvidia is too big it can still run its operations easily without Jensen Huang. This is delusional.

glamoutfit

Yes what I mean isn’t CUDA exactly but the equivalent role for AMD chips. It is so easy to replicate software now. They don’t need to license it

AvalancheBreakdown

They seriously don’t have any. Looking at their efficiency per watt, it is only a master of time before othered in the industry build something superior. People will look back and say the affairs were the downfall but the reality is their tech is pretty basic brute force. They were just in the right spot at the right time. They did GPGPU to get a little extra business to bolster graphics sales and it turns out GPGPU was the answer. Good on them for this. AMD/ATI totally missed it and are playing catch up, for example. Source - am senior leader in semiconductor design.

EdgeDazzling4212

Tim Cook takes forever to produce products… AMD would gladly see him in charge of NVIDIA

NerdSlamPo

I'm long AMD so its fine

mathew84

He may have made some mistakes in his life but his determination to protect the women around him is likely the reason why he caved in and caused him to surrender his job if threatened so. I hope lisa will not go to nvidia, the nvidia board is kinda dangerous. She should take in jensen and lisa focus on cpu while jensen focus on gpu. AMD will be unstoppable.

Stergenman

Amd, Amazon, Qualcomm, are going to steadily eat Nvidia market share from here on, about 5-10% per quarter is my guess. AMD currently in the best position to nab the next goverment sponsored fab, but Amazon is rapidly ramping up production. It's a competitive market, can't go around making mistakes

NeedleArm

AMD tech is not even close to Nvda or they evn have close to the amount of production supply. AMD in fact will not get every contract. NVDA will continue to be bleeding edge tech

Stergenman

The only person saying she ain't a spy is Xi and his many mouthpieces. And only bag holders think everything will go right back to normal. This is a done deal, Jensen fucked up on a national security level. AMD gets every goverment AI and chip R&D contract and grant for about 5 years or so.

Souk12

Can AMD hit 540.

Molten-Helldiver

Who got destroyed by AMD today

zmbjebus

What do you think is inside the consoles? (its actually AMD, Jensen cheating again)

NerdSlamPo

My ELF gains balanced out my AMD losses. all is right with the world

CrewParticular1477

AMD will recruit jensen

drazayn99

Nah, made a neat 200% from AMD 0DTEs as it jumped from 522

Akkkuma

It just went too fast in a week's time. Hold $AMD until at least 2030

NerdSlamPo

AMD is not more likely lmao. down 9% still

TruthFantastic1741

AMD more likely

radicalelation

You don't mean Lisa Su, head of AMD, do you?

IcyPrincling

AMD imo

prana_fish

$AMD bros really thought a 40% pump in a week was due to fUnDaMeNtALs lmao

Akkkuma

NVDA buying before earnings, and AMD a bit of retail pullback, cause they are chickens :turkey: :vanish:

Bubbly-Puddles

i bought 40 shares of AMD earlier today. not sure if i can get a better deal monday....we'll see

FoundationAncient486

they say NVidia without Jensen might go down to 30% market share. Load up on AMD?

Rhapseody

What the fuck. I bought AMD cuz I thought itd benefit from this bruh

TheRhythmTheRebel

Until there is competition, there is only one decision in the GPU space sadly. If you were going to buy a new GPU tomorrow, where you going for one? I have a 4090 in my laptop and haven’t considered AMD for a while now. They were competitive for a time but are no longer competing at the higher tiers. They are the clear value option Until that changes, I don’t see them sweating. You only need look at the prices of the 50 series GPUs during this bubble To be clear, as a consumer I would very much like there to be much more competition in this space but there isn’t currently. I just don’t see the concern you do with their products.

Akkkuma

Imagine Lisa accepts the CEO role at Nvidia, and Jensen takes reins at AMD instead. Still a plausible scenario!

pogo-n-watches

Definitely the best option but most likely impossible due to how much insider info she has on AMD. Although I don’t really know anything.

machinegunkisses

Good points, but it's not clear to me that CUDA is the moat that people think it is. Everyone I know (yes, sampling bias) uses Torch or JAX, which are one level higher than CUDA, and both of those can compile down to CPU, CUDA, ROCm, MLX, or Intel GPUs (forgot what their proprietary library is called). Yes, the CUDA ports are the most mature, but there's very rapid progress being made in porting codes to other backends. In the Anthropic road show, they talk about porting one of their recent models to AMD hardware in three days, almost entirely autonomously with a Mythos-class model. I've heard that Nvidia GPUs are still the most energy efficient during training, so there may still be a moat there, but most people care about inference, and I'm not aware of significant energy efficiency differences there.

Resident-Juice9763

Damn that AMD dropped sauce, cons are up 500% since he posted

music_is_gud

Picked up some AMD on the 21d reclaim at 527. Will nibble some HPE/DELL for snapback to 21d trade maybe, but for only looking at stocks above 21d majorly

anotherloserhere

Who are their strong competitors? Intel? HA AMD is their only real competition, but that will take another couple years to catch up. All of the other "Nvidia" competitors are either <1 billion in revenue or China

darkspherei

AMD living up to its name advanced money destroyer

LycheeKitchen7627

Going to AMD

Acceptable-Army-5471

AMD 545 before last 20 Min selloff to 525

LanceArmsweak

I actually had this thought last night. And with the news of Anthropic doing whatever it was to get around Nvidia's special sauce, does this give AMD a leg up?

BarbellPadawan

Some of you were buying AMD at 590 yesterday. And that money is now destroyed.

goxpro1

Sell, AMD will pick up Jensen since the CEO is family with Jensen and they will outperform Nvidia.

labvinylsound

CUDA is a hardware platform with an API. The hardware portion is the Streaming Multiprocessor > CUDA cores. When you buy an nvidia GPU the higher end models scale the CUDA core count and memory bandwidth. What you’re referring to is Anthropic refactoring their models to run on AMD’s ROCm. ARM licenses the instruction set architecture of their CPU’s to other vendors.

gunner_3

Did you read the article - AMD was also accused of intentionally smuggling the chips and for sure there is a crackdown coming but I don't think it'll stop China from training new models up. They don't need chips to be physically present in China https://m.slashdot.org/story/458918 These are stories where they were trying to access these datacenters from China who knows how many operatives they have across the world who can just access and train the models remotely on datacenters in US/ASIA/Europe.

Souk12

Let's go, AMD!

Souk12

AMD, we need you at 550.

ThatGuyCalledEric

AMD feels like a bargain here

Acceptable-Army-5471

AMD / NVDA Pattern identical, surely natural moves

glamoutfit

You dont need to. Anthropic already rewrote CUDA for AMD

CEOofBeanz

I think Dana White should lead AMD since Lisa has been hooking up with too many WWE players

AlpacaDream7

!banbet AMD +1% 3h