AMD
Advanced Micro Devices Inc
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"I told him not to tap it." - Dr. Lisa Su, CEO, AMD
"I told him not to tap it." - Dr. Lisa Su, CEO, AMD
Now we know why Jenson Huang was so adamant the US sell all its most high tech chips to China and what it means for the AI trade
You don’t have to worry about a Chinese spy being sent to seduce the CEO. Calls on AMD
Thursday’s chip crash priced a 2028 permitting risk into 2026 earnings. Bull and bear case below
AMD -17% Thursday, +11% Friday. What a week. What's next?
It ain't much. But it feels amazing having doubled my port since starting 2 months ago. Fighting for each dollar..
Jobs Day after the AI rout: can soft payrolls help tech find a floor?
AMD reported a record quarter on Tuesday. $10,000 of it bought at Wednesday's close was worth $8,274 by Thursday's
SOXL Crashes Nearly 39% in One Day—Buying Opportunity or More Pain Ahead?
Chip stocks fell 9–17% today on fears of a slower data center buildout. The buyers' own filings show Q3 capex doubled to about $202bn, and Microsoft, Meta and Alphabet closed $52.5bn plus €6bn of new debt and preferred stock since Oct 29
SOXL Crashes Nearly 39% in One Day—Buying Opportunity or More Pain Ahead?
SOXL Crashes Nearly 39% in One Day—Buying Opportunity or More Pain Ahead?
I think in SIX MONTHS people will be regretting selling or not buying today
WoW Forever. the real reason the ai market crashed today. just listen..
The market has gone from FOMO to FOGO: Fear of Getting Obliterated.
Did anyone see today’s tech selloff coming from a technical or quantitative standpoint?
Serenity, the pump and dump scheme master
Nasdaq down 6%, CoreWeave down 55% in a month. Is the AI trade breaking or is this a midterm overreaction?
$2 TRILLION wiped off the Nasdaq 100 in a single day. Is Wall Street finally waking up to the cost of AI?
Dow Plunges 1,728 Points as Tech Enters a Correction
What Happened to Tech, Semis, and AI Stocks and Why Have They Been Crashing Lately?
Trio-Tech Upgraded by Zacks to Outperform on Backlog Growth & Strong Liquidity
Nasdaq down 6%, CoreWeave down 55% in a month. Is the AI trade breaking or is this a midterm overreaction?
Citrini just flipped to AI relative value; half their pairs are inaccessible Asian stocks WTF
CSCO earnings will mark the end of the AI Bull market in 2026
AMD took the scenic route to fucking both calls and puts
AMD Q3 2026: record $13.4B revenue, data center nearly doubles, and a $17B Q4 guide
AMD just guided to more revenue next quarter than Intel. Ten years ago Intel was 12x its size
Samsung Sees 8nm-and-Below Utilization Topping 100% in 2027; 2nm Projects to More Than Double
Stocks UP pre-market after Democrats sweep Congress in repudiation of Trump
Nvidia makes about 25x AMD's profit but is only worth about 6x as much
id like a WSB style reddit made purely for heavily dumped "buy the dip" plays
$AMD has the AI narrative, now it needs to hold $520
Expect AMD revenue to double in 2027
AMD posts $13.4B in Q3 as Data Center revenue nearly doubles to $8.5B
AMD stock jumps 7% on earnings as data center revenue nearly doubles
AMD stock jumps 7% on earnings as data center revenue nearly doubles
AMD stock jumps 7% on earnings as data center revenue nearly doubles
AMD stock jumps 7% on earnings as data center revenue nearly doubles
Stock Market Recap for Tuesday, November 3, 2026
Stock Market Recap for Tuesday, November 3, 2026
AMD puts yesterday bought me a NVIDIA/Intel PC, thanks Lisa Su! 600 -> 9.5k
Samsung Electronics Finalizes Taylor Fab 2 Output Entirely for AMD, Nvidia HBM Base Dies
Stop confusing AI labs economics with AI hardware companies economics
MOMMA LISA, IT’S YOUR TIME TO SHINE! ❤️
Midterms, jobs and AI earnings: can tech find a floor this week? My outlook for November 2-6
SPX prices the day after the midterms at 1.0%. The last two midterms moved 2.1%
AAOI transciever qualifications and possible AMD supplier/partner?
$1 Trillion Wiped Out in Semiconductor Stocks Is This a Buying Opportunity or a Warning Sign for AI Investors?
AI Bubble is finished but I don't care
Made 1300 Canadian Loonies in about 3 hours from AMD’s demise!
AMD is as overvalued as it gets. Numbers are just bonkers, it will follow INTC's turbulent repricing
Big Tech lost $900 billion in market cap and the AI spending story is cracking
Big Tech lost $900 billion in market cap and the AI spending story is cracking
earnings preview for next week, mostly watching AAPL and AMD
Intel stock plunges 16% as chipmaker blames PC slowdown for weak guidance
What are some of the traps you almost fell into when investing?
Chips en AI kaatsen na de schrik van 22 oktober flink terug: een herstelrally of een nieuwe opmars?
Here is the actual meaningful part of Anthropic's S-1, >$850B of expenditure commitments, pages 170-171
As AI becomes more fractured, one names stands out: AMD
Is AMD Entering Its Next Bullish Cycle? The AI Trade Might Not Be Over Yet
Meta announces $95 billion stock offering to fund AI expansion
After a 6.7% chip crash, can today's PMIs and a 4.7% inflation gauge calm the market?
Is the AI bubble finally cracking, or is Wall Street just giving NVDA bulls another heart attack? 📉💀
What's your take on the market, currently?
Why the 1 Trillion Dollar AI selloff wasn't about chip demand and why its about a debt refinancing check (Coreweave case study)
Why is market crashing again? I'm so sad.. I cannot habibi
+$16,000,000 on AMD and SOXL. Sold it all.
+$16,000,000 on AMD and SOXL. Sold it all.
Warsh and factories: will today's data force an October Fed hike?
Mentions
Tesla, SpaceX, Palantir, and AMD all have ludicrous overvaluations. And they all went up over 5% today. Fuck my life
Is someone going to honeypot AMD for nice price drop?
this doesn't really apply to 0 DTEs but if you buy OTM calls and it's moving your way you can sell calls at a higher strike for the same or higher price than your entry and then you have $0 max loss and $x max profit that's what I did with $AMD today I'm in the $600 calls so theta is going to hit like a bitch tomorrow but I sold the $610 calls to offset that and still be in it
I put 75% of port into AMD at 1.5% from lows on Thursday and sold it all like a scared lil bitch. No one has thanked me yet.
I worry that an llm running on an AMD AI chip drafted that apology.
Probably the most retarded reaction to Jensen news humanly possible. If nvidia can’t sell to Chinese shell companies anymore where are those extra chips going? More importantly who else wants/is capable of buying them? The only reason AMD exists is to be worse and cheaper than NVDA. If nvidia go down amd go down more very simple. Not a single human has ever picked an AMD gpu over NVDA for a reason other than price. Full brain dead market today I’m scared.
Oh, of course! How DARE I cherry pick such an obscure, irrelevant company as SpaceX, the neocloud leasing company with the largest IPO in history? The GALL I must have to suggest that such small, humble, mom and pop companies such as SpaceX, AMD and Anthropic are even CLOSE to being SOMEWHAT relevant to the story of the modern AI bubble- I mean market!
Perfect timing to announce a new AMD GPU bug that is killing storage drives: https://www.reddit.com/r/Amd/s/DcfMG3dZeW
all the billionaires cheat on their wife only make AMD more bullish, because we have never seen a female billionaire cheat on her husband
That's not true at all. NVIDIA is where it's at today because they have been investing heavily in other applications apart from gaming for more than two decades, while their direct competitor didn't. CUDA was created back in 2004, and it has matured a lot since then. That's why 20+ years later, most professional software is built with CUDA in mind rather than ROCm (AMD's alternative, created in 2016, after basically abandoning OpenCL).
I’m an AMD shareholder, I love this Jensen news LOL and I’m hardly defending him. I’m just unbiasedly calling out your armchair expert bullshit 🤣 keep deflecting tho
Made about 17k from my 13k AMD calls Good F Day https://preview.redd.it/4qnf862o3o0i1.png?width=1086&format=png&auto=webp&s=6927774a00990dc0b5c751f8d46d1495e97d0893
Yeah, it's AMD 📈🚀🤣 JK I wish...
PEs are sky high now. AMD is at 100. SPCX is at 600. CRWV and IREN and ANT aren’t even profitable yet
Tin foil hat on why AMD pumping: Lisa Su was the Chinese spy.
AMD chart today was beautiful. Congrats AMD bulls.
Market is brutal. You play with your d*ck, your market share goes to AMD and AVGO.
Both Nvidia and AMD have offices in China. Not sure about Nvidia but AMD does engineering there so China doesn't even need spies to steal IP. Nvidia's situation is different because executives, the CEO no less, being connected to spies is more significant to the public and thus might be more subject to government scrutiny
The only ticker I believe in right now is AMD
LOL AMD is just randomly popping 13%...
AMD and AVGO can't replace NVDA chip instructions.
That’s fucked up, AMD +14%, because guy put in the different hole.
We might start finding AMD chips in Africa I know what mommy Su likes 🌚
$AMD - Friday expiration bought ten 600C for $0.55 waited a bit sold ten 610C for $0.55 max loss: $0, max profit: $10,000 gg fucking ez
its a eod bull trap on AMD
I’ll stick to my AMD holdings.
bought 10 AMD 600 calls for $0.55 waited a bit sold 10 AMD 610 calls for $0.55 max loss: $0, max profit: $10,000 gg
AMD went from 402 thursday close to 513 todays close. 2 trading days. $100 swing
AMD 14% up and AVGO up 10%. All thanks to Jensen Dick
AMD CEO be like: "I can't believe that worked. Well, time for me to take over my cuz's company now."
AMD bulls making out like bandits
What if Lisa Su enlisted Alice to trap Jensen! Calls on AMD!
NVDA down AMD up Ok, this is just noise
In sequence, AMC should will go up before AMD
AMD…. Oh Shit. I thought you said AMC… damnit
What is going on with AMD. Jensen had some fun and the money rotated from Nvidia to amd?
I should've bought AMD instead of Google lol
Nvidia losing Jensen Huang benefits AMD, Broadcom, and China the most
Would you put $10k in AMD $550C Wednesday exp ?
"I told him not to tap it." - Dr. Lisa Su, CEO, AMD
AMD up 100$ since last week. Inbreds bought puts though
AMD to ATH coz Jensen couldn't cheat without CIA getting involved.
If Jensen had kept it in his pants, I think the SOXX would already be back to pre dem sale levels where AMD had reported. The index is up 7.5% today even thought NVDA which is more than 8% of the index is down 5%.
Plot twist: Alice Huang was sent by Lisa Su to pump AMD stock
Holy that saved me on AMD 0DTE
AMD back to being Advanced Money Duplicator
Yeah, almost at the 1 year low and stock is still falling (currently 176 and down over 20% over last month). I'd expect it to drop below $100 within the next month if the general consensus ends up him being complicit. In that case I'm betting there'll be hefty fines and jail, maybe even lawsuits from AMD.
Holy AMD lol. I think this is an overreaction
I was talking about AMD and responded in the wrong place
AMD still down \~19% one month even after 2 great days in the market.
Jensen should have her given the AMD instead
He was bullish on AMD this morning on twitter
Tomorrow: wait, why did we pump AMD up 13% in a day again?
How is everyone bullish on AMD again? 110 P/E while Nvidia is under 20 P/E. gtfo
Big money: sell AMD, it’s over Big money 1 week later: fucking bid that shit up boi
wish I was in 0 DTE's for more volatility but my Friday calls on AMD are looking good too
Generational dip opportunity on NVDA… just buy it. And I’m on team AMD.
Long oil, short ndx, short AMD. To Valhalla.
Try to make AMD fall, it won't wobble as well hahhaha
lol AMD is worth more than MU right now
Who's sleeping with AMD woman CEO?
AMD puts will be my next play if it stabilizes for an entry. Despite Su being faithful, saint she is, they're going to get fucked by all the govt regulations. This isn't some marketshare moment, they're in the same sinking boat.
AMD is going crazy today. I haven’t bought enough shares!
big volume accumulation in $AMD ooga booga https://preview.redd.it/iqto57losm0i1.png?width=657&format=png&auto=webp&s=0902d09f67ed3f8902868939fd1e52526897ba43
I don't even really understand AMD and AVGO going up. How is it that no one has stopped to wonder if there are Chinese spies in other chip companies?
Nothing can beat AMD can yiu see it
I can understand competitor like AMD or BroadCom go up. But Oracle and CoreWeave go going up if there Nvadia in trouble?
I don't understand how NVDA possibly leaking secrets is good for AMD? Now they just have more competition.
AMD just keeps chugging along while their competition keeps shooting itself in the dick repeatedly.
A long time ago I said why would you buy AMD when you can have Nvidia. Lmao.
They definitely did, they're also helping the ram cartel artificially inflate prices by selling their shit to AI companies in surplus and there's zero doubt to me that they're colluding with AMD, both CEOs are literal cousins.
Buy AMD DD: Lisa Bae isn't going to succumb to a dude just because he has 6-pack ABS and a 12in dong.
#AMD pumping because Lisa Su is loyal to her husband LMAO🤌⛹🏾
Turns out it was Lisa Su and that's why AMD's been kicking ass. She was just wearing one of those masks from Mission impossible!
You know the stock market is broken when AMD is up 12% with a forward p/e of 100 and MU is up only 5% with a forward p/e of 3.5
NVDA lost like $230b but AMD gained like $80b so that's why SPY is pumping +2.4% okay.
AMD is slayin it :shrek:
call me stupid i don't care $AMD 600 calls for Friday get em while they're cheap
**AMD.** It's -24% from ATHs. I used the recent lows to DCA.
Buy AMD DD: She isn't going to succumb to a dude just because he has 6-pack ABS and a 12in dong.
Lol time for investors to divest from NVDA and reinvest it into AMD instead.
I held all and glad I did MU and AMD are up big!
AMD was $400 on Friday. Fucking crazy lmao
full ported AMD this morning steakhouse night
What the fuck did you just fucking say about my GPUs, you little bitch? I'll have you know I founded this company in a Denny's booth, and I've been involved in numerous secret allocation meetings with every hyperscaler on Earth, and I have over 300 confirmed sold-out quarters. I am trained in CUDA warfare and I'm the top keynote speaker in the entire semiconductor industry. You are nothing to me but just another backorder. I will wipe you the fuck out with gross margins the likes of which have never been seen before on this Earth, mark my fucking words. You think you can get away with saying "AMD is catching up" to me over the Internet? Think again, fucker. As we speak I am contacting my secret network of data center sales reps across China, and your purchase order is being deprioritized right now, so you better prepare for the storm, maggot. The storm that pushes your H200 delivery to Q4 2028. You're fucking dead, kid. I can be anywhere, anytime, and I can sell you a GPU in over seven hundred configurations, and that's just with PCIe. Not only am I extensively trained in NVLink, but I have access to TSMC's entire advanced packaging capacity, and I will use it to its full extent to wipe your miserable startup off the face of the continent, you little shit. The more you buy, the more you save. Do you understand? THE MORE YOU BUY, THE MORE YOU SAVE. If only you could have known what unholy retribution your little "maybe we'll train on TPUs" comment was about to bring down on you, maybe you would have held your fucking tongue. But you couldn't, you didn't, and now you're paying full MSRP, you goddamn idiot. I will shit Blackwell all over you and you will drown in it. You're fucking dead, kiddo.
AMD does nothing and fucking keeps winning
China, if you're reading this, I also have a ton of secrets about nvidia and AMD microchips
AMD wins without doing anything is moral of the story today