AMD
Advanced Micro Devices Inc
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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
Should I trim my AMD position? Looking for thoughts on this portfolio reallocation
Space regard checking in before launch.
The SpaceX IPO will be the next "housing market since 2020".
Which AI stocks will be a winner for coming years?
BREAKING: We just caught some interesting new stock trades. Representative Josh Gottheimer just filed purchases of: - SanDisk, $SNDK - Micron, $MU - AMD, $AMD - Palo Alto Networks, $PANW Gottheimer sits on the House Subcommittee on AI. Full trade list up on StockInsider App.
AMD fell around $40 since close.
When are you guys selling Semis? $AMD keeps chugging up.
Analog Devices $ADI could be the next Micron $MU
Analog Devices $ADI could be the next Micron $MU
Top stocks hitting 52-Week Highs/Lows - June 3, 2026 📈 📉
Am I Crazy For Thinking The N1X Announcement Is Bigger Than Most People Realize?
I WOULD LOVE TO THANK THE HATERS , IM A STEP CLOSER TO A LAMBO , 5 DAYS LATER WE ARE UP ON THE TICKER (RKTO)
Mentions
wtf kind of steroid is AMD on?
Buying AMD puts and selling them tomorrow whether it’s up or down
#AMD rippin just as I predicted LMAO🤌
AMD wants to jump cliff so bad, but someone keeps dragging up
AMD time to go back down
Do you really think AMD isn't going to beat your mortgage rate?
AMD is the most overpriced stock. They made like 1.25B last quarter. MU shit out more change than that. It takes AMD 5 years to make what MU makes in one quarter
Imagine holding NVDA and watching AMD surge
AMD is just absurd. Totally nuts
AMD pumping MU laying flat when MU supposed to beat AMD's annual earnings next quarter
Maybe I should get out of AMD
To all AMD-tards, if ya'll don't stop gloating, I'm gonna buy in and crash it for you.
Inverse Reddit coming in clutch Since this post: Nvidia hasn't moved AMD has way more than doubled \#LMAO
why is AMD pumping so much? Their net margins are horrible 🤔🤔
AMD enought. die now
Apple and AMD carrying the day right now.
I'm all cash now and don't know what to do. BE, AMD, ALAB pumped, but on the other hand GLW, MRVL, AMAT and memory did not. From premarket you could not tell which of them could moon. (but now its kind of meaningless to buy any of them) MAG7 are also flattish..
I had AMD at 3 dollars sold at 7, call me renaissance
The whole holiday weekend “chips are shot it’s going down, lol.” Goobers have 2 days out of the Monterey are right and get all smug. Thx AMD
Of course my AMD calls expired last Friday. FML
WEN and AMD should switch daily charts.
Puts on AMD if you enjoy watching money dissapear
AMD +10% was not on my Bingo card.
AMD up 10% due to delays from NVDA Kyber rack system AVGO also up 5% on this + Apple ASICs deal
$AMD is worth at least $1200 in about 6 months btw you are not too late to buy in now
Missed the buy window for AMD, shit
AMD = automatic money dispenser
AMD couldn't have done this last Friday huh?
Every time I ignore AMD it pumps like crazy
AMD on every pullback absolutely prints
it’s been like a month that idk what the fuck is going on with AMD
NVDA once again in the cuck chair as AMD gaps up
AMD dragging my port kicking and screaming into positive territory lol
AMD is somehow more stable than the other semis lol…
Man MU is dead, time to go back to ARM/AMD
AMDs ROCM is 95% line to line compatible with cuda, making it easy for companies to port their cude code, and they've poured money into porting the major AI models to rocm. But the rocm stack has only really matured this year. So AMD AI chips are the only real competition to Nvidia. Another thing that happened is new Agentic AI is more CPU bound than previous AI models. Giving AMD and Intels CPU businesses a boost.
yes edit: double-checked what stock price has to hit for that to happen —> it’s $613.12, which i see AMD touching at some point in the next 6 months
TSMC is expected to raise its full-year revenue outlook to near 40% growth (in US$), up from “over-30%” now, when it reports 2nd quarter earnings on July 16, media report, adding the chip foundry giant continues to see strong orders from clients, including, Nvidia, AMD, Apple amid the AI megatrend
AMD gonna rip to 700 this week
Holy shit what’s with the double red candles on AMD 😭😭
They are booked well ahead of time because their customers (Nvidia, Microsoft, AMD, Google, Amazon) were forecasting a lot higher memory usage due to agentic AI. that’s not going to happen now because the Chinese open source models are a lot more efficient.
Ask yourself. Genuinely. Why the FUCK would you put your money in healthcare, like JNJ, over AMD and MU? Because of FUD headlines and CNBC? Load up now and just be quiet. Some of you are hopeless man
I feel it's time that the market finally rotates back into Mag7 / big tech growth compounders over memory/semis/components. In all honesty it's become blatantly obvious that valuations are extremely stretched for a lot of the hot chip stocks. Like AMD is great, but why is it trading at a valuation 2/3rd that of Meta? It's just madness.
Yes. Stop trading 0dte. It’s like going to Vegas and gambling and winning a big hand of black jack or a nice big slot win. The adrenaline rush can be huge and that’s fun. A couple years ago when I did some Odte trading, I noticed that AMD would run up $3-$5 at the open then drop just as fast. I made $2000 in about 30 seconds. I got up from my computer and was shaking from the adrenaline rush of the big win. No more trading that day. BUT….you can lose $2000 that fast too and chasing on a Odte is REALLY tough cause you’re fighting Theta decay and you could really be setting yourself up for a double big loss. Unless you really know how a stock moves in a pattern day after day, I’d avoid 0dte. I buy Leaps now on stocks that I’m sure are gonna go up in my time frame. I’m crushing it. Not the adrenaline rush, but the growth in my account is great.
AMD always has a money back guarantee
Anyone else think this is a huge AMD week?
I am short MU, AMD and INTC. Market is wrong and I am right.
Risky, I think maybe AMD, MRVL, BE or GLW could be better as these are not directly affected by Hynix listing
You’re not totally wrong that margin can create forced selling, but I think the mistake is treating it as the main explanation for every sharp AI-stock pullback. Leverage can definitely make moves worse. If a crowded group of stocks drops, some accounts get margin pressure, brokers may liquidate positions, and that selling can hit other names in the same account. So yes, it can create a cascade effect. But it’s usually one piece of the move, not the whole cause. AI names are already highly correlated because a lot of investors own the same basket: NVDA, AVGO, AMD, MSFT, SMCI, etc. Add ETFs, options hedging, quant/risk models, profit taking, valuation concerns, and earnings reactions, and you can get a broad selloff without margin calls being the only driver. On penalties: the “penalty” is mostly practical, not like a fine. You can be forced to sell at bad prices, lose control over what gets liquidated, pay margin interest, face higher margin requirements, or have your account restricted if you keep creating problems. In extreme cases, if liquidation doesn’t cover the deficit, you can still owe money. So I’d frame it like this: margin probably amplifies downside in crowded trades, especially high-beta AI names, but it’s hard to prove it’s the main driver unless you have actual margin debt/liquidation data. The bigger lesson is that when everyone owns the same growth theme with leverage, the exit door gets smaller during selloffs.
Now you should diversify. My current big play is tzoo! You did well but nothing goes up forever and we do seem to be in a tech bubble. That certainly dont mean it wont go to 1000. Diversify 30-50% of your holdings. I was loaded in amd at 10 holding 20,000 shares and wish I held it all. I was up 750k in 30s before they took it back to 16 and got shaken out on the way down. I did have a 7 figure win on clf after that so its ok. At least put travelzoo on your watch list and buy on a 52 wek breakout coming in the next 2Now you should diversify. My current big play is TZOO! You did well, but nothing goes up forever, and we do seem to be in a tech bubble. That certainly doesn't mean it won't go to 1000. Diversify 30-50% of your holdings. I was loaded in AMD at 10, holding 20,000 shares, and wish I had held it all. I was up 750k in the 30s before they took it back to 16, and I got shaken out on the way down. I did have a 7-figure win on CLF after that, so it's okay. At least put Travelzoo on your watchlist and buy on a 52-week breakout coming in the next 3 weeks.
Just a reminder that AMD is NOT a memory manufacturing company.
Memory stocks rebounded this week. I'm debating between MU and AMD. I think I'm going with an AMD weekly call on Monday to be safe. AMD has very strong resistance and wasn't down as much as other memory stocks last week
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100%, that's the discount you're paid for. It's why TSM still trades below its AI peers despite outgrowing most of them, the Taiwan discount has narrowed since the days Buffett bought and dumped it over exactly this fear, but it's still in the multiple. You're getting paid to hold it. And honestly, if China actually moves on Taiwan, there's no hiding in the rest of the market anyway. Apple, Nvidia, AMD, half the S&P's earnings run through TSMC fabs. SPY doesn't dodge that bullet, it just gets shot slower. It's systemic risk wearing a single-ticker costume. Meanwhile they're de-risking it in real time. Arizona fabs are producing, Japan's running, Germany's building. Not fast enough to matter in an invasion scenario, but enough that the "one island" story gets weaker every year. I'll take a priced-in risk over an unpriced one.
Anyone think that AMD can win vs. Nvidia because although Nvidia GPUs > AMD GPUs, Nvidia CPUs < AMD CPUs and from a full stack perspective some may choose AMD because CPUs are more important for an AI agent doing multiple tasks at once? Nvidia is better at training models though
Yeah, I’m still baffled by this. Cause I was scoping AMD between 190 and 210. And then it rips to 400 and then 500. Meanwhile, Nvidia was bouncing between like 195 and 215. Has stellar earnings and great Outlook doesn’t go above 227 and is under 200 all last week.
Regardless of who wins between Nvidia GPUs vs AMD GPUs vs. Broadcom ASICs, they all need memory & storage from Micron & SanDisk
You’re misinterpreting scale for demand. Meta’s not in a deal with AMD over compute need. They got subsidized compute because AMD was desperate for a hyperscaler. The compute scaling is meta’s literal play to drive down spot compute instance prices. tell me about the Cost Per GPU hour over the past few months. Tell me why NVIDIA is partnering with all these neoclouds. It’s to drive down spot compute prices. Oracle went balls deep in debt to compete in the neocloud game and they’re going to catch themselves suffering in their gross margin. I’ll happily take all your money next earnings print.
The entire structure of the AMD/Meta deal is not to scale meta’s compute power, meta gets 160 million shares of AMD to buy the MI450’s, it’s a pay me to buy deal where meta gets to diversify their portfolio with subsidized compute while AMD gets backed by a hyper scaler. That’s only bullish for Meta. Meta gets low cost compute supply, with Meta compute PR’s a few days ago, it’s literally a play to drive down costs of spot compute, this hurts neocloud margins.
One post shilling AMD, just shut up
I don’t listen to analysts. I bought nothing but Palantir when A.I. first started to become a mainstream topic but PLTR was not yet on the news. Then they called it a consultancy. Fuck analysts. I got out of that trade before the music stopped, I bought it for a year straight and sold it all near the top. Now I buy nothing but ASTS. Joint venture with all major telecommunications giants plus the department of defense. I see a future where all our allies and the United Nations utilize these satellites as well as getting cell phones into the hands of people all over the world that previously had no cell service or very poor cell service. My tea leaves read that ASTS will be critical and indispensable infrastructure and relied upon for military operations, disaster relief, and consumer use. Starlink does not scare me, not after I missed AMD. Too obvious, so I missed it. I only catch obscure stuff like PLTR and ASTS it seems and only right before the inflection point after several major catalysts so the parabolic move showers me in profits yet leaves me needing to find the next stock. Would be nice to get into one of these in the single digit or low double digit share price one day and retire. Check out AST Spacemobile Podcast and ask artificial intelligence to explain the business and the stock to you. The guy running this company already built and sold a previous satellite company for 550 million dollars. We are getting this fucking constellation up there and it will not be raped by Starlink. Ask yourself why Verizon, AT&T, T-Mobile, Vodafone, a bunch of other smaller carriers, Japan, and the department of defense are all up in AST Spacemobile? Why not Starlink only? It’s going to fucking rip. I put $50k in and over the next year I will drizzle another $50,000 in every 2 weeks. I am buying every dip as well, with whatever I can. I would rather set a hundred grand on fire than risk missing this opportunity as it is obvious to me and I like that it is misunderstood by others and is seen as speculative and risky and scary. More money for me.
Currently: HOOD COIN NVDA Past 2 years: META AMD GOOGL AMZN MSFT APPL NVDA 🐐
I had no idea that AMD ever traded below 100 dollars once it got to that price initially. I had to look it up. Well played sir, well played.
Almost the same as you.. AMRK instead of AMD 🤌🏼
Fr I want to see my AMD stonk
Are we mooning Monday? AMD one trilly?
PLTR GME CSCO then 4 and 5 are NVDA, RKLB Rest of the top 10 are GOOG, AMD, TSLA, ASTS, AAPL ETFs are the bulk though. Those are just the top individual holdings.
Mag 7 = 32% of S&P 500 Broadcom & Micron = 4% AMD, Intel = 2% That's 38% of the S&P 500. Is that really diversification?
NVDA, AAPL, GOOGL. LLY, CRWD, AMD, aren’t far behind.
AMD has been a difficult stock to be a long-term shareholder of from 2020 - until 2H '25. Nice work to Lisa Su on creating an option for GPUs and CPUs have really taken off now in agentic AI
Only two stocks at 50/50 weighting: 1. AMD (avg cost $170) 2. Klarna (avg cost $15.50)
Only two stocks of roughly 50/50 weighting: 1. AMD (bought avg cost $170) 2. Klarna (bought avg cost of $15.50)
AMD bought 1000 shares at $85 right before AI started. I have wheeled it successfully since.
MU, NVDA, AMD Been the same since 2016 with rebalancing always towards MU Missed some of the biggest NVDA gains when I kept selling but caught the AMD and now MU run ups It’s been a good 2026.
AMD HOOD IONQ(why am I in quantum?... )
1) AMD with half of my portfolio 2)Sofi 3)Amazon
MU, AMD, and CAT. I pick up a few dozen stocks at the beginning of the year and let them run but use margin for short term trades
AMD, msft, axp. Don't buy msft unless you enjoy pain.
All my houses are paid for, but my total property tax is $23k per year. I am still holding two rental homes as well. I made some big profits over the years on TZO, AMRN, and AMD. I waited years for each one of those to pay off. Day trading never worked for me; you win big and lose big. I am now back in TZO (Travelzoo) for one more big one that will put me back cash-rich, as I don't want to sell my multi-million dollar home. You are exactly right in what you are saying. Once you pay off your home, the market can't take it away from you, and it does bring a sense of security.
I'd let it ride considering you don't have a need for the cash. There are a multiple positive catalysts occurring later this month and I won't be surprised to see this at $600 by end of month and $800+ by end of year. Cheers and congrats from a fellow AMD investor 👋🏽.