AMD
Advanced Micro Devices Inc
Mentions (24Hr)
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Leopold Aschenbrenner's & Situational Awareness died for this Pay F for respects 🙏 🫡 🙌 😔
Leopold Aschenbrenner’s Situational Awareness seeks to raise capital after AI rout
"Buy the dip" but ok what is the final dip after -40% of loss ?
Am I the only person that believes the 40 or 50 peace deals that pumped the markets was super unhealthy?
I've lost 30% on SK Hynix and Kospi
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
CERN: Genesis Mission will develop and deploy self-improving AI models.
ASML Q1 Results: Net Sales hit €8.8B, Net Profit at €2.8B, FY26 Outlook raised. With AI driving relentless lithography demand, is ASML the ultimate AI bottleneck?
AMD's Anthropic and Microsoft deals reinforce that AI infrastructure spending remains strong.
SOX just hit bear market territory. This earnings week is make or break for semis
AMD announced a Nvidia Rubin competitor that directly increases soxx capex
What industries do you see booming in the next 10 years?
NVDA up 783%, AMD up 323% - already cashed out £3k of NVIDIA at $140, so I’m not complaining
Anyone else riding $AMD through this volatility? Sharing my P/L from the moomoo community
Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3
AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists
🚀 DD: AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists
One week, one story, three companies, IBM loses the budgets, ASML builds the capacity, TSMC prints the record quarter
Crazy 2 minute spike in semiconductor stocks
Been holding $INTC through all the pain. Still can't quit this stock
Reddit's 2026 Stock Picks: What actually performed?
IBM's crash is a bullish signal - for the semiconductor industry
Rumor: Intel wins AMD, NVIDIA, and OpenAI as customers
Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields
Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields
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
Mentions
Why AMD trying to go up, it is supposed to finally tank
I want to jump in because I think Amazon will beat bigly and Capex should be in-line or just a little more than expected. What can surprise the market is Apple can use more money on A.I because the new CEO should be A.I friendly compared to Tim Apple. If Apple Capex raise because of A.I then I think Shovel stocks like AMD, INTEL etc will pump harder. But....I don't have that "good feeling" to jump in just yet....
Amd will probably hit 1T but meta is a secret powerhouse. Meta has more potential. AMD is a one trick pony.
Qqq and AMD puts at close for tomorrow
No AMD selloff. Buy calls that are expiring tomorrow?
I never seen AMD do 13% in a day
Short AMD or SPCX
Thinking of shorting AMD again
Add it to your list. Along with AMD MU and SKHY
Anyone else playing AMD? Looking at calls but can't decide if I want to do 8/3 or next Friday instead
15k day from just buying the dip on AMD. Debating on rolling it all in on SNDK calls tmrw since I got fucked on it yesterday lol
#AMD rippin just as I predicted LMAO🤌
shorted $AMD put spreads this morning now I'm short 800/780 put spreads on MU net liqudiity: $2070 theta: 2100 feelsgoodman. #thetagang
Really want to buy some AMD calls for the lead up to earnings but Gaw damn those premiums are hella inflated
The puts weren't even good ones lol dude loaded up on puts end of Q1 on the likes of AMD NVDA and AVGO but all of those stocks sky rocketed right away in April so assuming he didn't paper hand them even the fall back down would have likely been down on them with theta.
Right, AMD sees 1200+ next year easy.
Ignore me guys I just bought 150K more 1/15/27 AMD $600 calls
Soooo, AMD/MU/MRVL/INTL up average of 14%.... seems right.
The title should be changed into Korean retail investors got margin called on irresponsible AI Fomo investing. The bubble hasn't popped, institutions are having a field day and are taking profits while creating a new entry level for the next leg up ahead of crucial earnings such as AMD.
Made 300% on my MU Calls and 150% on AMD. What a beautiful day
GOOGL, AMZN, META, and TSLA are good contenders here Consider NVDA or AMD aswell
AMD about to break the neckline of a head and shoulders on the minute candles but yeah buy the dip brother!
Situational Awareness, sells entire book. As semi crash possible push to margin call deleverage, as margin requirements skyrocketed. Another Archegos like crash for semi collapse last 3 week. Funds soon risk manage $STX $SNDK $WDC $AMD $INTC $AMD $AMAT $LRCX $TSM & sell semi
Holy Christ! AMD, MSFT, RKLB NVDA all up at once. I haven't seen this much green in weeks. Total portfolio up 5% as of this moment today. I will take it, as that brings me to -35% over the last 3 months!
Shorting AMD looks good again, did it 3 times and works!
AI says… Together, **Apple (\~7.1%) and Amazon (\~4.9%) command roughly 12% of the entire QQQ portfolio**. \[[1](https://www.tradingsim.com/blog/10-best-holdings-in-qqq-stock)\] **The Math:** If Apple jumps 5% and Amazon surges 8% after hours, their combined move would directly add about **0.75%** to the QQQ's value from their weights alone. **The Overnight Mechanic:** While the QQQ ETF itself stops active trading at 8:00 PM ET, its price action shifts directly into the **Nasdaq-100 E-mini futures (NQ)** overnight. The ETF will gap up to match those futures at the 9:30 AM ET opening bell tomorrow. \[[1](https://www.barchart.com/story/news/3553641/stocks-rebound-as-microsoft-earnings-ease-ai-spending-concerns), [2](https://nz.finance.yahoo.com/quote/QQQ/options/)\] **2. The AI Capital Expenditure "Validation" Rally** The broader tech market has been highly volatile due to massive artificial intelligence infrastructure spending.\[[1](https://www.invesco.com/qqq-etf/en/etf-insights/qqq-monthly-review.html), [2](https://finance.yahoo.com/markets/stocks/articles/nasdaq-p-500-futures-rise-085915709.html)\] **The Catalyst:** Following mixed sentiment from Meta's heavy capex plans and Microsoft's strong Azure results, a blowout report from Amazon (AWS AI growth) would validate that the AI trade is highly profitable. \[[1](https://finance.yahoo.com/markets/stocks/articles/nasdaq-p-500-futures-rise-085915709.html), [2](https://www.barchart.com/story/news/3553641/stocks-rebound-as-microsoft-earnings-ease-ai-spending-concerns)\] **The Ripple Effect:** A strong report wouldn't just lift AMZN and AAPL; it would lift semiconductor and cloud peers like Nvidia, AMD, and Alphabet. This creates a massive secondary wave since Nvidia and Microsoft make up another 14% of the fund. \[[1](https://www.tradingsim.com/blog/10-best-holdings-in-qqq-stock), [2](https://www.perplexity.ai/finance/QQQ)\]
Does AMD Pop or Drop on earnings?
This shit makes no sense. AMD UP $60
Not trying to be too negative because we do have an island reversal on AMD and MU right now however, be cautious of a bear market rally…
Everyone raising capex. AMD better beat on earnings
That's what people said about NVDA, AMD, etc. :) Let's go to the moon.
Thank you AMD thank you DRAM
Am I holding AMD or am I holding a penny stock?
AMD + MU must have had banger earnings.
Sold all my MU/SKHynix yesterday (180K total) feelsbadman. Pivoted into AMD instead so it's still up but missing out on that big bounce. Pretty confident AMD will moon before earnings than crash after when they announce they beat every single metric but the market still decides that means the stock should go down.
Yesterday I bought AMD, today I wanted to sell it at a loss and buy SOXS. It turns out that God loves me
I really need AMD to go back up so I can get my 485c moneybucks back...
lol up $50K just on AMD shares
Only two trades today Microhard and AMD
How is AMD moving 7% a day ?
Anyone copy AMD’s homework?
I was feeling very regarded yesterday when i yolod 20k into AMD 460 calls. Just sold them and feeling like a genius
Agree. It seems oversold and already making a slight comeback today. They are the HBM leaders and it will take "new" competitors years and maybe a decade to catch up. Everything I read says HBM memory is not cyclic based on high end chip demand; it's not just NVDA and AMD but also all the custom chips being made via AVGO and even Amazon, Google, and SPCX have their own chips that need HBM.
Im hoping AMD earnings in a few days are bullish . Which means another dip lul
I added more shares yesterday. MU, AMD, ARM.
I’m relatively lucky, I started buying MU, AMD years ago and am up a lot. But on paper I’ve lost a boatload. The game is the game.
Fund managers tend to shift portfolios from tech stock to tech stock, its floating on bubbles of hype than actual P/E ratios of a stable cash burn rate. An advisor moaned at our family for going blue chip only calling us "old farts". Zero loss at the scale of silly investors chasing unicorns. Those that held blue chip and bond portfolios only had a 1% negative growth during the late 2007 to early 2008 bubble popping to early 2009... many who were risk limiting were riding out the storm better in the long term. Study the patterns of 2008, the signals are screaming at the tech bubble about to collapse like the 2000s as there weren't enough RAM back then to support growth of home users during the 1Ghz AMD vs Intel era as PC133 migration to Rambus flopped so DDR replaced it. Right now we have cheaper DDR5 trying to use less lanes to reduce cost for consumer and normal DDR5 is turning into the Rambus era of the Pentium 4. Framework is likely going to ditch LPCAMM2 and move back to regular DDR5 SODIMMs to contain costs for newer models. The tech divide is starting again.
Of course company will say insatiable demand for its products. I’m not knocking the demand; just how much in reality vs how much they say. I recall there’s more bullshit than reality. Now, Samsung may be have integrity with their forecasts but I have doubts of all companies rosy forecasts . Just on top of my head with the “insatiable demand” forecasts: Tesla insatiable 20m cars annually or robotaxis. Lucid/Polestar/Rivian/Porsche insatiable demand for its cars. Saylor says insatiable demand for BTC. Morgan Stanley say insatiable demand for SpaceX shares. AMD insatiable demand for its GPUs; meanwhile Nvidia has the true insatiable demand. Intel insatiable demand for its CPUs while AMD was eating its lunch. Companies tend to say demand is high even when sales are saying otherwise.
The gold rush is over, the ones selling shovels will crash last, but will crash... Samsung, Nvidia, Hynix, Crucial, and possibly even AMD will go down... I don't invest in AI, I invest in video games, and this shit is hurting me too...
likely, going sideways today and will take off after hours post earnings into giga green dildo Friday. AMD earnings next week to start off the next bull run. Pin it.
Semis going sideways today and will take off after hours post earnings into giga green dildo Friday. AMD earnings next week to start off the next bull run. Pin it.
do i just close my AMD 460P short put at open or wait and watch it dip even more
Some of the AI build out has sold off to a level that it would be hard to justify a continued sell off unless China really starts flooding things. I personally don’t see them pumping back to 1T valuations but I could see everything consolidating where it is for the time being. Some shit though is still stupid, like analog and AMD priced like it’ll be Nvidia 2.0. Also today Warsh was pretty much told to stop being a bitchboy about inflation at the end and he was forced to agree to an extent, hence that selloff before he exited and then left. If inflation stays hot I wouldn’t be shocked if we see the horrors of 2022 return.
I’m still feeling bullish on AMD and MU and am looking forward to see where those two go over the next couple of years. I can’t speak much about near-term for the rest of the AI trade but I believe very deeply on these two stocks right now.
Not to brag but I was in here telling you guys to buy AMD puts last week. My only mistake was not saying "buy puts on everything" my bad guys
AMD, SCHD, VOO, TSM. That order of priority
I lost 50% of my portfolio in 48 hours on AMD. Bought the tip 10 times with 4x leverage.
Dude just Shut Up. You have no idea what you’re talking about. On hand you’re talking about capex from the supply side and confusing that with capex from the demand side. Yes the capacity needed for the supply side is fixed and that’s a good thing. The demand for The memory on the demand side isn’t fixed. These large data centers (demand side) is only growing. Who do you think supplies these data centers???? If you think same cyclical structure that’s always existed is Still the driver, then I can’t help you. By your reasoning, NVIDIA, Broadcom, AMD etc are also going to crash, because all these chips can’t exist without the memory to run them. Try to learn a little about what’s happening before having big boy discussions.
Intel tumbles after disappointing earnings. Meta tumbles after disappointing earnings. AMD tumbles after disappointing earnings. Nvidia tumbles after disappointing earnings. .... *Heavy Breathing* Hey guys, what do you think is going to happen after the next big tech company reports earnings. *Tilts head sideways, drools uncontrollably, awaits answer*
SOXX has gone parabolic many times, as has pretty much most of the names in it, AMD, NVDA, AMAT, etc.
Probably because AMD is Aug 4th
You must have bought the top of a lot of volatile shit. You should learn the two bucket method for stock investing. Bucket A is for Ride or Die stocks, and Bucket B is for "trades". BEFORE buying anything, you have to figure out which bucket it's going into. If it's a "Ride or Die" stock, that means that you believe in the company to such an extent that you're willing to ride the stock to zero if need be. The only way you sell, is if something dramatically changes from why you invested in the first place, and the stock price dropping through the earths core isn't a valid reason. The other bucket is for stocks that you don't truly believe in, but you'd still like to fuck with them. That's fine if you want to fuck with them, but if you buy a stock for Bucket B, you need to come to grips with your potential loss BEFORE buying the stock. For example, if you're going to buy 10k of MU, and you consider MU a Bucket B stock, not a ride or die, then you have to get comfortable with whatever loss you're willing to take, before buying the stock at all. So, if you're buying 10k, maybe you're comfortable with a 25% max loss. This means if MU drops 25% below your 10k level, you panic sell. I know it sucks to panic sell, but this is the deal that you made with yourself before ever buying MU. You knew it wasn't a ride or die, so you should have gotten comfortable with the loss that you're willing to take in a worst case scenario, and if the stock drops that fast, well... tough titty, you have to deal with it. You have to take the loss and deal with it. But nobody does this. Instead, they don't get comfortable with any loss or anything like that. They don't put their investments into two completely separate buckets with very different rules. Instead, they invest on vibes and hope. When shit goes bad, they're in no man's land. They don't know if they should panic sell. They don't want to panic sell, but then it drops even more, which makes the conundrum even worse. I've got a shit ton of AMD stock, but do you see me crying about it? No. It's Bucket A for me. It's Ride or Die. I will ride that shit down through the earths core if need be, I give no fucks. But if I wasn't ride or die on AMD? I'd be shittin bricks right now
NVDA below 180 META below 500 ORCL below 115 BRK.B (massive $397B in cash!) NOW below 95 AMD below 350 SMCI below 25 (risky but high potential) NFLX below 70 SFM below 75 TGT below 120 AMZN below 215 V on any decent dip SCHD on any dip
this shit crazy, last quater was supposed to be the mega crash of AMD's and MU's run, did the inverse. now when everyone is bullish it corrects.
AMD is still up next week
Poor zuck couldn’t get those AMD shares for fuck all lmao
AMD didn’t drop much and is still a good short after SNDK and MU drop
Guys chill just put monthly some money in a few good stocks like AMD META GOOG ANET AMZN NBIS and chill. Shit will creep up again
AMD down more than 20% in only a few days. We dead yet? 🔫
See $MU latest 6 quarter earnings. When all worry for tech & semi, let’s see recent earnings of $MU few weeks back $SMH $NVDA $AMD $INTC $TXN $AVGO $AMAT $LRCX $KLAC all under pressure after Fed FOMC. Economy is digital, all need semi. All use smartphones, streaming, AI-social media. AI stay forever https://preview.redd.it/dqxsmylsc8gh1.png?width=806&format=png&auto=webp&s=f1aa6503affe20c8c335c3f384ed5fa90af755a8
Shorted AMD at 371 and closed that out at 435, clearly was too early on that one
It's gonna be okay guys look at this cute little heart on the AMD chart https://preview.redd.it/3lk37xgh88gh1.png?width=958&format=png&auto=webp&s=c766b5a8f08397144c5e7a74deb9b71f604c8d88
Ffs I really did not want to be an AMD bag holder heading into earnings but here I am. Screw you 🥭
I'm starting to think AMD is never gonna recover from this. We completely bought the bubble hype. Who even asked for AI in the first place for it to justify all these costs?
AMD really triggered my short stop loss at 552 last week only to die after that you piece of shit fucking cost me 6k
I’m up 5k today thanks to buying GOOG on that dip. Almost outweighs the massive AMD losseslosses
Doesn't look like my AMD buy limit order @420.69 will trigger today.
AMD AMD AMD short squeeze Michael Burry pivot to not financial advice bus lost it all
fuck your mom if you want fuck you fucking AMD
total rotation from chips to saas CRM, ADBE breaking out while AMD, MU crash As soon as you saw saaspocalypse in the news its oversold...
FOMO'd into AMD puts at 425 for the day because I was tired of puts making so much money, I am not going to make a dime but atleast ile stop seeing the puts make so much money.
AMD really triggered my short stop loss at 552 last week only to die after that you piece of shit
This AMD slide has got to be the biggest this year so far.
I hate NVDA, AVGO and AMD so much its unreal.
Yall think MU and AMD are giving up their weekly 20s before AMD earnings? Yeah right. Buy the dip and be rewarded here no question.
AMD holders take profit when u can. Last time I was holding it, It went from $250 to $80. It went straight down for 2 years. 🤡
AMD want to outdump MU, it’s a competition at this point
trickle buying AMD and DELL.. IBM.. heavily beaten down tech. long on GOOG and BAC. FANG and VLO on dips. buying QQQ in blocks.. it's 9 or 10% from all time high and historically always goes back to ATH so a pretty safe bet
I still don’t get why memory has completely tanked AMD/Intel as well. If anything it feels like memory margins going down would help.
"Technology leaders eventually attract competitors." History is full of examples: Intel dominated CPUs. Then AMD came back. Nokia dominated phones. Then Apple. IBM dominated enterprise computing. Then Microsoft, Amazon, Google. Being first doesn't guarantee being first forever.
Micron, AMD , applied materials