AMD

GeneralSEOD

Depends, if you want to talk fundamentals AMD has always had a run, then it dumps and fucks anyone trying to get into it. It has long potential, but long potential into what? How do they keep up this $300 price tag on a stock that fundamentally. 1. Only ran when Intel got lazy, now they're backed by the literal US government, there's not a lot of winning AMD can do in that department now 2. Their GPU and AI offerings are abysmal compared to AMD. Even on the gaming side where they have more goodwill, is dogshit. I say that as a 9700XT owner and a Ryzen 7 Buyer. So yeah, the reason I don't talk about it is I've nothing good to say. The run to me is built on fomo and fear. I think it'll drop. When the news eventually gets to me, you know that's the top. That's all I'm saying.

mqk99966

First time i bought AMD was during 2020s covid era.. i remember buying it for around early $50s … then selling it at around $70 .. was very happy that I made a killing profit.. then saw it go all the way up to $150 before its crash

Geddagod

AMD server and DT CPUs are outright better than Intel's. Intel only has a lead in mobile.

Square_Humor_4704

Genuinely can't tell if this is AMD 2.0 or just government money propping up a struggling company. Stock up 240% and still losing $4 billion a quarter that's a lot to wrap your head around. CPU comeback makes sense but feels like the market already priced in the best case scenario.

VenomBite214

$intc market cap is still less than AMD. It needs to go over $100 / share to get closer to amd....

AlGAdams

Congrats OP.  Who could have foreseen AMD beginning to buy sneakers and becoming a shoe company.

Happy-Champion1661

I am a simple bol, I buy semis forever, this trade can NEVER go wrong. I WILL BE RICH AF, AMD TO $1000 BY NEXT MONTH, INTC $420 INCOMING! SEMIS ARE NOT OVERBOUGHT, THEY ARE UNDERPRICED, SHOULD BE 100x THEIR VALUE. INTC 5000x PE IS TOO CHEAP, SUCH A BARGAIN!

aaron_dresden

I’m not the one who came back, and you’re the one telling me to move on? You should check yourself. Also for someone who keeps coming back, you seem to have a short memory, because I’ve had Intel and AMD shares well before this post.

salacious_lion

AMD getting close to Short the Fuck Out of Me levels after it gaps up today

sleepygarner

AMD at NVDA marketcap is like 10x from here. Surely it can at least 2x from here? I should full port calls at open with a side of INTC 100c. Who wants to go in with me?

Wonderful-Sail-1126

You should have bought Intel and TSMC and AMD like I told you to. Just admit you’re wrong and move on. Make money by doing what I say.

Most-Pomegranate-561

I didnt pay attention to AMD since it was 80 lmfao

CD274

Holy AMD candle wtf

crisistalker

Feels like AMD finally got the AI momentum people were waiting for, but 60% move in one month is still wild.

LIGHTNINGBOLT23

It's not quite the same point because Intel isn't competing in a vacuum. They're competing with AMD and the 270K Plus *very specifically* is the most competitive CPU they've put out in a long time. Where I'm at, the price difference is $15 bucks. That's 1% of additional productivity performance for each dollar you add on, quite unreal.

Ill-Mousse-3817

Well, both of those ETF have about 20% in AMD-ARM-INTC-MU-qualcomm

Zwatrem

Perhaps you listen to total idiots. AMD returned 18.000% in 11 years. Can you name more than 5 stocks capable of doing that? :)

piszczel

If that's not a blow off top on AMD I don't know what it is. There's zero chance this will sustain itself

fartcatmilkshake

#cant wait for Intel to continue to fail and watch NVDA AMD TSM continue to rise

benny-trill

MU and Sandisk are trading high because there is a shortage of high bandwidth memory due to AI demand all their capacity for 2026 has been bought and committed to and they aren't making more which is pushing up the prices organically for their HBM which is why you can go on Amazon and look up RAM for your PC and see that it is 2-3x the price it used be. AMD is trading high because they are seeing heavy adoption of their MI350 series from hyperscalers like Meta, Oracle, Microsoft and OpenAI. This proved they are at least in the competitive space with Nvidia and now this summer they are releasing the MI450 which is expected to have much more adoption across the hyperscalers and neocloud companies. And now there looks to be a CPU shortage coming which we learned from Intel earnings today which is why INTC and AMD are pumping after hours today. All of this is actual changes in the landscape as AI infrastructure is being built out and these companies are actively benefitting and we see this in their quarterly earnings and news / billion dollar deal announcements. It's not about being smarter it's about seeing trends occur and investing on those trends ahead of time if you catch. If you are asking reddit then the trend has passed and also half or more of these people might not even be investing any of their money and just telling you what to do with their money and no research, just their opinions.

Suavecore_

Gonna get completely wrecked by buying AMD puts in the morning

Moist_Inevitable738

You can't just take potential value as fair value. There are risks that need to be taken into account. AMD already trades at a pretty stretched multiple. Now we're looking at many years of big growth so you would expect that somewhat but still there are risks both in their control and out of it that you should factor in.

Remote-Community-792

I picked AMD from a comment here saying it was undervalued. Sold it a day before it skyrocketed because I was stupid. I have made good amount of money on RKLB which is another hyped up stock

TechTuna1200

AMD is leading in CPU innovation

Affectionate_Bad_680

Remember, any profit is better than a loss. I sold my AMD several times recently. Each one was a relatively modest profit. I think it was $50 a share in profit the first time, $20 the second time, and $100 the third time. All of which are lower than my profit would have been had I held till this week. But not by much. I’m content with my trades being modestly profitable. It’s better than holding the bag, like I’m doing with adobe. Damn thing did me dirty, down nearly $70 a share. I expect it to recover eventually, but still. Ow.

Much_Dealer8865

I'm a long term holder but I think most of us are kind of afraid to have good expectations from AMD. That said all of my semiconductor stocks and funds are going hog wild right now and I love it. Another that I like is AMAT, picked up some more last year at 165 after overreaction to a conference call.

Affectionate_Bad_680

The early 2000s are calling, they’d like their “common sense” back. AMD has done a lot better in recent years at handling gaming. And I think you meant intel. The other major processor brand. Nvidia is graphics cards.

rollinhating

AMD up like 75% in 2-3 weeks.. No shot this aint dumping on their earnings ”sell the news”

Valkyrie_Skuld

Honestly AMD was never really a money destroyer

Anal_holocost

Anyone knows why INTC and AMD are ripping this hard? lmao

eat-my-rice

Why does the chart of AMD price look like the Himalayas?

dr6627

I want to buy puts on AMD now given the recent bull run but don’t know which expiry to chose to maximize all the Greeks etc. help!

LIGHTNINGBOLT23

I've been in AMD for several years now. It's a very volatile stock. When it rises, it really rises. When it falls, it really falls. This is also what makes LETFs like AMDL worthwhile if you can take the risk. It's one of my biggest winners.

Valkyrie_Skuld

NVDA looks like it might be losing steam but idk happy for the AMD people though

TechTuna1200

The trend is still AMD taking over the market. It’s why AMD has gone. From 80 USD at its lows last year to 330 usd. Of course because they are making leaps in GPUs as well. They have real numbers behind them so there isn’t as much front running in prices, Intel still needs to prove to themselves over the next coming quarter for their current price levels

Apprehensive_Two1528

You’re absolutely wrong. MU and AMD are trading on “sentiment“. redditors are sentimental and can be extremely helpful to understand the market. Do not assume you are smarter than others, and you usually aren’t

tinychloecat

If you listen to Su talk, she very much believes we are in the early stages of AI. I didn't find any specific reason for this latest rally and the valuation is high enough that I was uncomfortable with AMD remaining my largest holding. I bought in around $100 and watched it run up to $269 in late 2025. I kicked myself for not selling after it dropped. When it crossed again last week I took profits. Of course it rips from $270 to $310. But whatever, I am happy.

ArticleTerrible7621

Tbh I dont see it holding earnings at these level, usually AMD trends up before earning and then they disappoint and don’t deliver. I’ll think about buying again in $250-$260 if earnings disappoint But for now I will stop looking at this, hoping for a pullback

Sad_Estimate_6342

Yep dont think today is the right time to trade, so much uncertainty. NVDA will just be allergic to 200 again, MSFT staying below 420 and AMD going to continuosly pump. Any thoughts?

coopermug

Am I missing something here? NVDA is also making CPU. I did buy AMD & MU and those 2 are my most profitable trades (along with TSM). But 40% of my portfolio is NVDA. It might not yield enormous return like AMD, MU, photonics (yet) but it has given me a peace of mind because I know it will go up.

ohyonghao

My father didn’t leave as much, but he was an ex intel employee so I bought AMD.

S_OAC

Let’s just nix AMD then and just focus on SPY (and CAR if you want to risk it, I have 2 options in 150 and 65). All I’m saying is that I missed out on GME and if someone can make my salary getting off a 5 second reel, imma do what I can. Love the vibes here, wanna learn, and just have fun.

AstroRanger2084

Intel can’t make enough chips due to new data center demand. This benefits AMD

stonketship

Advice is buy AMD call at the top and CAR puts at the bottom 🤣

Ill-Ad1603

For the love of Christ, stop losing money on OPEN, SMCI, CAR, HIMS, SOFI and shit like this.. Have some dignity and lose money on respectable stocks like MSFT, AMD, and MU

Slightlybadpicks

I sold INTC at 22, AMD at 140 all with measly 10 percent gains. And I held that MF nflx, orcl 🤬🤬

S_OAC

I say phuck it and just go AMD calls as close to the money. Quick in and out. But that’s just me going on vibes

Independent-Tree-985

AMD -8% in about a week

WishPractical8469

I accidentally bought $189,000 worth of AMD - 1189 shares instead of 1189 dollars a couple years ago. I freaked out when I noticed, sold it and was so pleased with myself when it dropped down below $100. Now I’m kicking myself for noticing my mistake lol

Wowmuchrya

!banbet AMD -8% 185h

pineapplekiwipen

i honestly don't understand why the market is so bullish about AMD 🤡

Adept-Opportunity891

Advanced Money…Donator? I’ve been long AMD 10 years and days like these are what it’s all about

nVME_manUY

Intel is a semiconductor manufacturer, AMD designs but doesn't have building capacity Intel 18A looks promising and it's in US soil

Test-NetConnection

Because embedded AMD graphics drivers are dogshit and people need to get work done.

DrummerCompetitive20

I remember a month ago when some dude sold leap CC's on AMD.....

noiserr

Pullback may still happen, but Intel's ER today confirmed that datacenter CPU demand is exploding due to Agentic AI. So AMD's ER will be a beat too most likely. Q3 is when AMD will register revenues from their first rack scale GPU accelerator both OpenAI and Meta signed on. So that's where it should start printing. Just OpenAI has a 1GW slated for this year which is up to $20B worth of revenues to AMD.

ChuckOfTheIrish

Don't feel bad, I bought a couple thousand shares in 15/16 for $2 and sold at $4. Granted I made some good money with that cash but reallyyyyy wish I'd have held it. That was actually one of two trades that pushed me into selling 50-80% of stocks when taking profit and keeping a little house money in the investments instead of selling everything. Luckily I got back into AMD when it dropped pretty hard a year back around $100 and was able to buy a larger stake, that and various other AI hedges for my hefty NVDA stake.

Metal-Water

Whoever longed AMD I applaud you

Wowmuchrya

Buy while sentiment is bad. AMD and MU were trading at $80 this time last year.

Moist_Inevitable738

Yeaaaah but that's just gonna cause AMD to frontrun all the gains I reckon. I mean that's what it's been doing the last few weeks. Feels like fair value is somewhere between 250-300. I'm bullish and have a load of leaps but there is a lot of execution risk coming up.

benny-trill

You need to deeply research the companies yourself and understand their roadmap plans for the coming year then check back every quarterly earnings for proof of success or trending failure. AMD laid out the exact roadmap they are executing right now, back in 2024 and every quarterly earnings since. Asking random redditors isn't real financial planning / investing. No one is gonna spoon feed you financial literacy.

maglite_to_the_balls

I remember AMD being my first buy in 2011, at $8.11/share, and I remember it promptly tanking to less than $2/share. That feeling of wishing you’d bought literally anything else is all too real. I ended up exiting at around $20/share, but it still felt like lost opportunity watching other names do much better in that time period.

Memento_mori9608

I’m getting some serious AMD fomo, nvda has been a limp dick for the past 6 months

UmbertoUnity

It's because of what Intel's earnings report *implies* for AMD

const_in

AMD's 60% monthly move is real but it's also a reminder that single-stock concentration can work until it doesn't. Your 92% gain is impressive, but at that size it's worth asking whether you're still investing or just riding momentum into earnings. After a move this sharp, the actual risk isn't missing more upside,it's not having a clear thesis for what happens at $350 or $250. Mean reversion is real, and conviction matters more than the last month's price action. I use [Portfolio Manager](https://app.nc-np.com/?a=reddit&b=stocks&c=tool_replacement&p=1stzxs7&lang=en) to track thesis clarity on positions like this so I'm not just watching the chart.

Opposite_Day_9771

Intel has a bigger upside and will hit one trillion market cap before AMD.

GuiltyShirt3771

Dang my prediction is right, they are going to pump AMD until ER

Rude_Assistance_4386

Couple earnings ago I played Intel calls and it tanked hard but AMD popped like 15% lmao

Wowmuchrya

AMD beats earnings -15%s Intel beats earnings AMD +10% Make this retarded market make any sort of sense

Scribble_Box

My dumbass had some AMD leaps and recently sold around early 200's... Fuck sakes. Shit's at what, 300 now? I'd wait.

smelly1ndian

Thoughts on AMD leaps?

ComfortableParsley83

AMD consistently loses me money. I buy thinking there’s going to be some run up, then they drop and I get cold feet thinking money would be better elsewhere, then sell. I forget about it and check the price some time later, and it rebounds. FML

Invest0rnoob1

Both AMD and Intel are doing well due to increased CPU demand. The whole semi sector is up 17 days in a row.

Tigulla_SRT24

We on same page but different ticker Shorted AMD and down 5k

bzl33

the chip puts are so juicy. $AMD P/E >100. $INTC losing money. $NVDA ~$5T market cap. $AVGO 80 P/E.

Flat-Focus7966

AMD looking too frothy...

IHadTacosYesterday

I think it can run a bit past 600 billion, but 700 billion is sort of pushing it. At about $369 per share, AMD will have a market cap of 600 billion. Of course, if it has a huge blowout earnings like Nvidia did back in August of 2023, then it could go to $850 billion.

MyUserName-NYC

SMH and all the stocks under it are way over extended, including AMD and INTC. This is officially a bubble.

IHadTacosYesterday

Yep. AMD is like Del Taco to Taco Bell, Wendy's to McDonalds and Peets Coffee to Starbucks

IHadTacosYesterday

>Selling implies that you think you can make more on a risk adjusted basis/expected value from other investments than from AMD. Or you just want to go from overweight to a normal position. AMD is my 2nd largest position and I'm retired. I'm taking WAY too much risk right now with this stock in a retirement portfolio, so I'm hoping to decrease my position size off this current pump. So, I'm essentially selling for increased safety

Apprehensive_Two1528

This too! AMD is also capital extreme  It has been a really volatile stock and that prevented me to come in.  I bought it for $82 out for $102 in 2022. That wasn't a smooth ride. It feels that way now.  MU same concept. Too volatile to bag holders

Disastrous_Rent_6500

Other would technically work like Intel and ARM but their balance sheets are horrible in comparison to AMD

Virtual-Chris

I bought AMD for $12 back in 2017.

KyleNoThumbs319

Like if you sold AMD at $225

dabblesest

I am once again asking AMD to chill the fuck out. Save some of that for the morning boo

oldprecision

AMD just unhinged now.

himanbansal

AMD is known to have big drawdowns, many times 50-70% even when the company is doing good, that also extend for a long time. It was nicknamed advanced money destroyer for that reason. That 240 to 80 year right before this years run up was fucking brutal. Every day down type correction. Even in a marketwide bull phase.

wballz

This is why I bought last year, felt like mainstream weren’t treating AMD as Pepsi to Nvidia’s coke. Feels like they are finally getting on board now.

justlosinmoney

Fucking hell im up 10k on the dumbest AMD call but I sold the later dated ones that would also have gotten me 10k wtf

UnholyTrigon

So if AMD goes to 340, will my 10 340c expiring tomorrow still get IV clapped ?

socrates4eva

All those regards who use to make fun of AMD, where are they now?

Upset-Motor-2602

No one cares about AMD. There are better stocks to own, but good for you to have the patience.

Sleepergiant2586

#Posted abt it here https://www.reddit.com/r/AMD_Stock/s/xerKWTNnAs ##During Intel's call the CEO and even Analyst confirmed that GPU to CPU ratio was higher. Now as we move more towards Agentic AI and Collective AI the demand for CPU will increase. Makes sense as nVidia has been trying to enter CPU market for thia same reason from last 4-5 mnths, wirh rumors of even trying to buy some PC company. It seems some other CEOs had also mentioned this last yr but was lost. Goto AMD sub and you'll see folks posting ER links, Analyst questions. ##GPU and CPU biz both will grow but CPUs wil be needed more is the indicator. Hence the spike in Intel and AMD price. As always DYOR

Maximum-Magazine-333

Had positions in Sandisk at 200, AMD at 150, could’ve just jerked off but I’m a paper handing little chudlet that deserves nothing

Reclusiarc

AMD to the moon

Johnsonburnerr

If you say you’re selling to secure gains even if there is no pullback - If there is no pullback, then by definition your gains are secure with or without selling. Selling implies that you think you can make more on a risk adjusted basis/expected value from other investments than from AMD.

DanielSon602

I regret selling AMD at 200

notwhatyouthinkmam

Been saying for 8 years now AMD will have it's Nividia momment/year i hope this is really the start of it.

ActuallyMy

CPUs are in shortage so it’s expected $AMD will benefit.  

IHadTacosYesterday

Yeah, I left some good $$$ on the table. I actually sold at $293.26 I'm selling another 10% (of the remaining amount) for $332.86. I think I'm going to change that to $338.86. A great problem to have is a stock going up too high too fast. I prefer that over the other option. Will money be left on the table? Absolutely. But I recently retired and I have WAY too much AMD for a retired persons portfolio. AMD can be quite volatile. I absolutely need to be trimming some of it. It was bad timing for me, but overall I have to be pleased that AMD is hitting a half trillion market cap so quickly